LOWV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +10.0% ·
share flow +0.3% ·
net new positions +9.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 5 | -2 | 2.12M | $158.30M | +1 | −3 |
| Q1 2026 | 8 | -3 | 1.98M | $153.49M | +1 | −4 |
| Q4 2025 | 11 | +1 | 1.83M | $143.05M | +1 | — |
| Q2 2024 | 1 | — | 5.92K | $394,475 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.52M | — | $119.16M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | LPL Financial LLC | 241.68K | — | $18.94M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 30.53K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 30.53K | — | $2.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Envestnet Asset Management Inc | 21.27K | — | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 5.39K | New | $422,595 | 0.0% | New | 1 | SEC ↗ |
| 7 | Rockefeller Capital Management L.P. | 3.06K | — | $239,390 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 2.07K | — | $162,281 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Royal Bank Of Canada | 522 | — | $41,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Pnc Financial Services Group, Inc. | 126 | — | $9,873 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 113 | — | $8,855 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 79 | — | $6,000 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $422,595 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 2.51M shares, $192.84M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.