1 institutions reported holding $8.3M of ADVISORS INNER CIRCLE FD (LSVD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Beta Wealth Group, Inc. ($8.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beta Wealth Group, Inc. | $8.3M | 241,038 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30