4 institutions reported holding $550.7M of ADVISORS INNER CIRCLE FD (LSVD) in SEC 13F filings for 2026-03-31. Largest institutional holders: National Pension Service ($532.1M), CITADEL ADVISORS LLC ($11.0M), Beta Wealth Group, Inc. ($7.7M), UBS Group AG ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | National Pension Service | $532.1M | 18.2M | Hold |
| 2 | CITADEL ADVISORS LLC | $11.0M | 375,903 | New |
| 3 | Beta Wealth Group, Inc. | $7.7M | 261,523 | Added |
| 4 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31