LSV DISCIPLINED VALUE ETF LSVD

US
$34.34
-0.4%
52w: $24.65 – $35.26

Latest 13F among current holders filed 1 month ago (May 15, 2026)

Price — last 12 months

research preview data
24.6529.9535.26
Jun 20, 2025 Jul 2, 2026
Institutional holders
3
+0 QoQ
13F value
$550.7M
+0.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026

Institutional value by quarter

$928K
Q4 2024
$559K
Q1 2025
$4.5M
Q2 2025
$516.7M
Q3 2025
$545.6M
Q4 2025
$550.7M
Q1 2026

Number of holders

2
Q4 2024
2
Q1 2025
2
Q2 2025
3
Q3 2025
3
Q4 2025
3
Q1 2026

Who owns LSVD?

Q1 2026 filings
FundTypeSharesValue% of fundChange
National Pension Service Other18.2M$532.1M0.4%Held
CITADEL ADVISORS LLC Multistrat pod375.9K$11.0M0.0%New
Beta Wealth Group, Inc. Wealth advisor261.5K$7.7M3.2%+52.5%

Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.