LSVD Institutional Ownership & Shareholders
LSV DISCIPLINED VALUE ETF (LSVD) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $635.71M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
National Pension Service is currently the largest disclosed institutional shareholder of LSVD tracked by InsiderSet, reporting ownership valued at approximately $627.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $639.87M, representing an estimated gain of +1.99% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed LSVD value among the investors covered in this analysis. Major shareholders include National Pension Service, Beta Wealth Group, Inc., and several other long-term asset managers with concentrated positions in LSV DISCIPLINED VALUE ETF (LSVD).
This page ranks the largest institutional LSVD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$635.71M
Largest Holder
National Pension Service
Largest Position
$627.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| National Pension Service | 0.40% | 18,162,000 | $627,384,496 | $639,867,238 | +$12,482,742 | +1.99% | |
| Beta Wealth Group, Inc. | 3.12% | 241,038 | $8,326,364 | $8,492,034 | +$165,670 | +1.99% |
Frequently asked questions about LSVD
Who are the largest institutional holders of LSVD?
The largest institutional holders of LSVD reported in the latest SEC Form 13F filings include National Pension Service and Beta Wealth Group, Inc.. InsiderSet ranks institutional holders by their latest reported LSVD position.
What is LSVD institutional ownership?
This page tracks LSVD positions reported by institutional investment managers through SEC Form 13F. LSV DISCIPLINED VALUE ETF (LSVD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LSVD?
InsiderSet currently tracks 2 institutional managers reporting LSVD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LSVD shareholders.
How much LSVD stock do institutions own?
Institutional investment managers disclosed approximately $635.71M in LSVD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LSVD institutional ownership last updated?
The latest LSVD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LSVD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LSVD position after the reporting date.
Are institutions buying or selling LSVD?
Institutional buying and selling can be analyzed by comparing LSVD positions across consecutive 13F reporting periods. InsiderSet's LSVD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LSVD ownership changes.
How has LSVD institutional ownership changed over time?
InsiderSet tracks LSVD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.