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LOWV AB ACTIVE ETFS INC

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MF Closed and MF Open (fund)

12 managers (12 13F filers) reported a position in LOWV shares at 2025-03-31, 1,330,946 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.

Managers
12
13F filers
12
New
3
Added
6
Reduced
2
Sold out
1
Shares held by filers
1,330,946

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.922,285$64.3M0.02%+150,71013F-HRTimeline
Wagner Wealth Management, LLC131,844$9.2M2.29%+8,47513F-HRTimeline
LPL Financial LLC118,153$8.24M<0.01%+6,85613F-HRTimeline
Intrepid Financial Planning Group LLC102,075$7.12M3.3%new13F-HRTimeline
GFG Capital, LLC38,603$2.69M0.83%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding8,481$592K+85Timeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA4,275$298K<0.01%-6,70613F-HRTimelineGroup
Geneos Wealth Management Inc.3,100$216K<0.01%+2,20013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,216$84.8K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.648$45.2K<0.01%+39013F-HRTimelineGroup
UBS Group AGin group UBS Group AG266$18.6K<0.01%-28913F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.