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LOWV AB ACTIVE ETFS INC

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MF Closed and MF Open (fund)

20 managers (20 13F filers) reported a position in LOWV shares at 2026-06-30, 2,492,635 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
20
13F filers
20
New
5
Added
5
Reduced
6
Sold out
5
Shares held by filers
2,492,635

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.1,764,788$130M0.04%+148,84513F-HRTimeline
LPL Financial LLC300,567$23.9M0.01%-10,31913F-HRTimeline
Wagner Wealth Management, LLC168,419$13.4M2.48%+6,72913F-HRTimeline
Intrepid Financial Planning Group LLC113,193$9.01M3.06%-5,47913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC46,886$3.73M<0.01%+3,24013F-HRTimelineGroup
GFG Capital, LLC38,198$3.04M0.84%+17913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…25,001$1.99M0.04%+3,24713F-HRTimelineGroup
Rubicon Advisors, GP19,775$1.57M1.15%-6,21713F-HRTimeline
Western Wealth Management, LLC3,020$240K0.01%013F-HRTimeline
Cresset Asset Management, LLC2,845$226K<0.01%new13F-HRTimeline
Laraway Financial Advisors Inc2,588$206K0.13%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,014$159K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,800$143K<0.01%013F-HRTimeline
AE Wealth Management LLC1,699$135K<0.01%-18613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,171$93.2K<0.01%-11813F-HRTimelineGroup
Global Retirement Partners, LLC377$30K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA185$14.7K<0.01%-513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV39$3.13K<0.01%013F-HRTimeline
NewEdge Advisors, LLC36$2.87K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC34$2.71K<0.01%new13F-HRTimeline