LOWV
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -28.6% ·
share flow +6.9% ·
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 Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Alliancebernstein L.P. | 1.76M | +9.2% | $130.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 300.57K | -3.3% | $23.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 46.89K | +7.4% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 2.01K | New | $159,279 | 0.0% | New | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 1.17K | -9.2% | $93,220 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| JPMorgan Chase | $159,279 | 0.0% |
Exited
| Citadel Advisors | $551,959 | was 0.0% |
| Wells Fargo & Company/Mn | $8,348 | was 0.0% |
| UBS Group AG | $7,314 | 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.