LSVD Institutional Ownership
LSV Disciplined Value ETF
1W: +0.0%
1M: +0.2%
3M: +5.5%
YTD: +22.0%
$36.47
+0.33 (+0.91%)
Weekly Expected Move ±1.6%
$35
$36
$36
$37
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LSVD
3
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
636M
Total Invested
0
New Positions
0
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | National Pension Service | 18,162,000 | 662M | — | +0.0% | 4Q | SEC ↗ |
| 2 | Beta Wealth Group, Inc. | 241,038 | 9M | -20,485 | -7.8% | 5Q | SEC ↗ |
| 3 | UBS Group AG | 0 | 0K | -121 | -100.0% | 1Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC | 0 | 0K | -375,903 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 375,903 | 14M |
| UBS Group AG | 121 | 4K |
Biggest Increases (0)
None.
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Beta Wealth Group, Inc. | -20,485 | -7.8% | 241,038 |