LSVD

LSV Disciplined Value ETFETF$36.49 1.21%
UnclassifiedCUSIP 0075W0155· EOD Sep 11, 2026

No active 13F manager changed its position in LSVD last quarter.

Tracked 13F holders
2
1 in Q2 2026 filings
13F value (tracked)
$540.4M
13F moves · latest Q
0 added
0 reduced

Price & smart-money activity

$36.49 1.21%2Y +49.7%
$19.27$23.96$28.66$33.35$38.04Dec 2024Apr 2025SepJan 2026MaySep
Hover for who · click for detailEnd-of-day closing prices52w $27.41 – $36.86

Who owns LSVD?

2 tracked 13F filers · ranked by shares held

2 tracked 13F filers disclose a position in LSVD as of the latest SEC 13F filings, a combined $540.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1National Pension Service18.2M
$532.1M
Held
Q1 2026
2Beta Wealth Group, Inc.241K
$8.3M
−7.8%
Reduced · −20K sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Funds that own LSVD also own

CompanyCo-held byTheir position there
Nvidia CorpNVDA1 funds$3.3B
Ishares Core S&P 500 ETFIVV1 funds$2.7B
Amazon.com IncAMZN1 funds$1.7B
Micron Technology IncMU1 funds$1.6B
SS SPDR Dow Jones Indus AvgDIA1 funds$1.6B
Taiwan Semiconductor-SP ADRTSM1 funds$1.4B
Apple IncAAPL1 funds$1.3B
Meta Platforms Inc-Class AMETA1 funds$1.0B
Broadcom IncAVGO1 funds$1.0B
Microsoft CorpMSFT1 funds$976.6M
Alphabet Inc-CL AGOOGL1 funds$816.7M
Warner Bros Discovery IncWBD1 funds$806.8M

Ranked by how many of LSVD's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LSVD.

Institutional ownership over time

1 tracked filers in Q2 2026 filingsstill filing
023Q4 2024Q2 2025Q4 2025Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $8.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
CAMXUIE9 funds$15.3M
LSVDthis pageLSV DISCIPLINED2 funds$540.4M
EGFIXMutual Fund2 funds$6.0M
CAMWXETF1 funds$1.8M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Ask your agent what changed in LSVD

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/LSVD/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for LSVD.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for LSVD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.