LOWV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -27.3% ·
share flow +8.4% ·
net new positions -20.0%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.62M | +6.3% | $126.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 310.89K | +28.6% | $22.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 43.65K | +105.2% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 7.47K | +38.5% | $551,959 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.29K | -37.8% | $95,229 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Wells Fargo & Company/Mn | 113 | 0.0% | $8,348 | 0.0% | Held | 2 | SEC ↗ |
| 7 | UBS Group AG | 99 | New | $7,314 | 0.0% | New | 1 | SEC ↗ |
| 8 | Cwm, Llc | 79 | 0.0% | $5,837 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| UBS Group AG | $7,314 | 0.0% |
Exited
| Raymond James Financial Inc | $2.39M | was 0.0% |
| Rockefeller Capital… | $239,390 | was 0.0% |
| Royal Bank Of Canada | $41,000 | was 0.0% |
| Pnc Financial Services Group… | $9,873 | was 0.0% |
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.