Among active 13F managers last quarter, 3 added and 1 reduced; the largest holder to move was AllianceBernstein L.P. (+6.3%).
20 tracked 13F filers disclose a position in LOWV as of the latest SEC 13F filings, a combined $179.9M 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.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AllianceBernstein L.P. | 1.6M | $126.6M | ▲+6.3% Added · +95K sh | Q1 2026 | |
| 2 | LPL Financial LLC | 311K | $23.0M | ▲+29% Added · +69K sh | Q1 2026 | |
| 3 | Wagner Wealth Management, LLC | 168K | $13.4M | ▲+4.2% Added · +7K sh | Q2 2026 | |
| 4 | Intrepid Financial Planning Group LLC | 113K | $9.0M | ▼−4.6% Reduced · −5K sh | Q2 2026 | |
| 5 | Envestnet Asset Management Inc | 44K | $3.2M | ▲+105% Added · +22K sh | Q1 2026 | |
| 6 | Signature Estate & Investment Advisors LLC | 25K | $2.0M | ▲+15% Added · +3K sh | Q2 2026 | |
| 7 | Rubicon Advisors, GP | 20K | $1.6M | ▼−24% Reduced · −6K sh | Q2 2026 | |
| 8 | Western Wealth Management, LLC | 3K | $240K | —Held | Q2 2026 | |
| 9 | Cresset Asset Management, LLC | 3K | $226K | ▲New +3K sh | Q2 2026 | |
| 10 | Laraway Financial Advisors Inc | 3K | $206K | ▲New +3K sh | Q2 2026 | |
| 11 | AE Wealth Management LLC | 2K | $139K | ▲New +2K sh | Q1 2026 | |
| 12 | Geneos Wealth Management Inc. | 2K | $143K | —Held | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 1K | $95K | ▼−38% Reduced · −782 sh | Q1 2026 | |
| 14 | Global Retirement Partners, LLC | 377 | $30K | ▲+33% Added · +93 sh | Q2 2026 | |
| 15 | Private Trust Co Na | 185 | $15K | ▼−2.6% Reduced · −5 sh | Q2 2026 | |
| 16 | Wells Fargo & Company | 113 | $8K | —Held | Q1 2026 | |
| 17 | UBS Group AG | 99 | $7K | ▼−80% Reduced · −388 sh | Q1 2026 | |
| 18 | CWM, LLC | 79 | $6K | —Held | Q1 2026 | |
| 19 | Creative Financial Designs Inc | 39 | $3K | —Held | Q2 2026 | |
| 20 | NewEdge Advisors, LLC | 36 | $3K | ▲New +36 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.
Last quarter, 3 funds added to an existing position in LOWV, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 5 funds | $18.6B |
| Microsoft CorpMSFT | 5 funds | $15.6B |
| Amazon.com IncAMZN | 5 funds | $12.4B |
| Alphabet Inc-CL CGOOG | 5 funds | $12.1B |
| Apple IncAAPL | 5 funds | $11.9B |
| Broadcom IncAVGO | 5 funds | $8.8B |
| Meta Platforms Inc-Class AMETA | 5 funds | $8.5B |
| Eli Lilly & CoLLY | 5 funds | $4.9B |
| Ishares Core S&P 500 ETFIVV | 5 funds | $3.8B |
| Alphabet Inc-CL AGOOGL | 5 funds | $3.5B |
| Taiwan Semiconductor-SP ADRTSM | 5 funds | $2.6B |
| Costco Wholesale CorpCOST | 5 funds | $2.4B |
Ranked by how many of LOWV's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in LOWV.
| Class | 13F holders | Value held |
|---|---|---|
| FWDcommon | 107 funds | $1.7B |
| TAFITAX AWARE SHRT | 94 funds | $1.0B |
| YEARULTRA SHORT INCM | 84 funds | $1.3B |
| SYFISHORT DURATION H | 84 funds | $723.2M |
| HYFIMF Closed and MF Open | 56 funds | $238.0M |
| ILOWMF Closed and MF Open | 53 funds | $1.6B |
| TAFMTAX AWARE INTERM | 46 funds | $564.0M |
| CAMMF Closed and MF Open | 43 funds | $976.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for LOWV
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.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/LOWV/capital-change-brief"
Use Arkolith's capital_change_brief for LOWV. 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 LOWV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.