LSV Disciplined Value ETF (LSVD)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

Loading ownership map...

Loading crowding analysis...

Loading snapshot...

Institutional Holders

Loading top holders...

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Loading ownership map...

Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

27th percentile

2 buying1 selling

+1

New

-1

Closed

+466K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

National Pension Service96.6%

CITADEL ADVISORS2.0%

Beta Wealth Group,1.4%

Loading crowding analysis...

Institutional Trends (6 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.40%Avg weight: 1.19%Max: 3.17%High conviction (>1%): 1

National Pension Service

CITADEL ADVISORS

Beta Wealth Group,

Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

27th percentile

2 buying1 selling

+1

New

-1

Closed

+466K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

National Pension Service96.6%

CITADEL ADVISORS2.0%

Beta Wealth Group,1.4%

Crowding AnalysisUncrowded

Holders3of 5,944

Avg: 68

Uncrowded49th percentileCrowded

Institutional Activity

Buy/Sell Ratio2x

27th percentile

2 buying1 selling

+1

New

-1

Closed

+466K

Net shares

Ownership Concentration

Top 5: 100.0%Top 10: 100.0%

National Pension Service96.6%

CITADEL ADVISORS2.0%

Beta Wealth Group,1.4%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 3 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position