Who owns LOWV
Which tracked institutional funds hold LOWV, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See LOWV company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
5 tracked funds added or opened LOWV while 3 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
LOWV’s largest tracked holder by dollar value, ALLIANCEBERNSTEIN L.P., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in LOWV divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 20 tracked filers holding LOWV, 12 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in LOWV between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- Arkadios Wealth Advisors$12M
Full exits 1
- RAYMOND JAMES FINANCIAL INC$2M
Largest adds
- ALLIANCEBERNSTEIN L.P.$7M
- LPL Financial LLC$4M
- Rubicon Advisors, GP$2M
- ENVESTNET ASSET MANAGEMENT INC$2M
Largest trims
- Intrepid Financial Planning Group LLC$563K
- GFG Capital, LLC$300K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. added | 1,615,943 | $127M | 64.6% | 2026-Q1 |
| LPL Financial LLC added | 310,886 | $23M | 11.7% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 161,690 | $12M | 6.1% | 2026-Q1 |
| Arkadios Wealth Advisors new | 157,336 | $12M | 5.9% | 2026-Q1 |
| Intrepid Financial Planning Group LLC trimmed | 118,672 | $9M | 4.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 43,646 | $3M | 1.6% | 2026-Q1 |
| GFG Capital, LLC trimmed | 38,019 | $3M | 1.4% | 2026-Q1 |
| Rubicon Advisors, GP added | 25,992 | $2M | 1.0% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 21,754 | $2M | 0.8% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 7,471 | $552K | 0.3% | 2026-Q1 |
| Western Wealth Management, LLC | 3,020 | $223K | 0.1% | 2026-Q1 |
| MAI Capital Management new | 2,215 | $164K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC new | 1,885 | $139K | 0.1% | 2026-Q1 |
| Geneos Wealth Management Inc. | 1,800 | $133K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 1,289 | $95K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 190 | $14K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 113 | $8K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 99 | $7K | 0.0% | 2026-Q1 |
| CWM, LLC | 79 | $6K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 39 | $3K | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC new | 30,526 | $2M | 1.2% | 2025-Q4 stale |
| TIAA TRUST, NATIONAL ASSOCIATION trimmed | 4,275 | $298K | 0.2% | 2025-Q1 stale |
| Rockefeller Capital Management L.P. new | 3,055 | $239K | 0.1% | 2025-Q4 stale |
| Heritage Wealth Advisors new | 2,105 | $165K | 0.1% | 2025-Q4 stale |
| ROYAL BANK OF CANADA new | 522 | $41K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 284 | $22K | 0.0% | 2025-Q4 stale |
| GPS Wealth Strategies Group, LLC | 150 | $12K | 0.0% | 2025-Q3 stale |
| PNC Financial Services Group, Inc. | 126 | $10K | 0.0% | 2025-Q4 stale |
| Vision Retirement, LLC new | 110 | $9K | 0.0% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 1 | $75 | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.