16 tracked 13F filers disclose a position in LOWV as of the latest SEC 13F filings, a combined $169.7M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | $126.6M | 1.6M | ▲+6.3% Added · +95K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $23.0M | 311K | ▲+29% Added · +69K sh | Q1 2026 | |
| 3 | Arkadios Wealth Advisors | $11.6M | 157K | ▲New +157K sh | Q1 2026 | |
| 4 | ENVESTNET ASSET MANAGEMENT INC | $3.2M | 44K | ▲+105% Added · +22K sh | Q1 2026 | |
| 5 | Rubicon Advisors, GP | $1.9M | 26K | ▲+515% Added · +22K sh | Q1 2026 | |
| 6 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.0M | 25K | ▲+15% Added · +3K sh | Q2 2026 | |
| 7 | CITADEL ADVISORS LLC | $552K | 7K | ▲+39% Added · +2K sh | Q1 2026 | |
| 8 | Western Wealth Management, LLC | $223K | 3K | —Held | Q1 2026 | |
| 9 | MAI Capital Management | $164K | 2K | ▲New +2K sh | Q1 2026 | |
| 10 | AE Wealth Management LLC | $139K | 2K | ▲New +2K sh | Q1 2026 | |
| 11 | Geneos Wealth Management Inc. | $133K | 2K | —Held | Q1 2026 | |
| 12 | OSAIC HOLDINGS, INC. | $95K | 1K | ▼−38% Reduced · −782 sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $8K | 113 | —Held | Q1 2026 | |
| 14 | UBS Group AG | $7K | 99 | ▼−80% Reduced · −388 sh | Q1 2026 | |
| 15 | CWM, LLC | $6K | 79 | —Held | Q1 2026 | |
| 16 | CREATIVE FINANCIAL DESIGNS INC /ADV | $3K | 39 | —Held | Q1 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, 0 funds opened a new position in LOWV and 4 added to an existing one, while 0 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 9 funds | $6.0B |
| ISHARES CORE S&P 500 ETFIVV | 9 funds | $5.7B |
| APPLE INCAAPL | 9 funds | $4.8B |
| MICROSOFT CORPMSFT | 9 funds | $4.0B |
| AMAZON.COM INCAMZN | 9 funds | $3.8B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 9 funds | $3.5B |
| ALPHABET INC-CL AGOOGL | 9 funds | $2.9B |
| BROADCOM INCAVGO | 9 funds | $2.6B |
| META PLATFORMS INC-CLASS AMETA | 9 funds | $2.1B |
| JPMORGAN CHASE & COJPM | 9 funds | $1.9B |
| MICRON TECHNOLOGY INCMU | 9 funds | $1.8B |
| ALPHABET INC-CL CGOOG | 9 funds | $1.8B |
Ranked by how many of LOWV's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
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.