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LOWV AB ACTIVE ETFS INC

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MF Closed and MF Open (fund)

23 managers (23 13F filers) reported a position in LOWV shares at 2025-12-31, 2,169,044 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
23
13F filers
23
New
9
Added
7
Reduced
2
Sold out
1
Shares held by filers
2,169,044

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.1,520,692$119M0.04%+182,01113F-HRTimeline
LPL Financial LLC241,677$18.9M0.01%+13,10013F-HRTimeline
Wagner Wealth Management, LLC153,730$12M2.56%+5,23913F-HRTimeline
Intrepid Financial Planning Group LLC119,066$9.33M3.55%+10,63213F-HRTimeline
GFG Capital, LLC39,670$3.11M1.11%+33113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC30,526$2.39M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,271$1.67M<0.01%+2,30613F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…19,456$1.52M0.03%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,393$423K<0.01%new13F-HRTimelineGroup
Rubicon Advisors, GP4,228$331K0.31%13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,055$239K<0.01%new13F-HR/ATimelineGroup
Western Wealth Management, LLC3,020$237K0.01%new13F-HRTimeline
Heritage Wealth Advisors2,105$165K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,071$162K<0.01%-9813F-HRTimelineGroup
Geneos Wealth Management Inc.1,800$141K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA522$41K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC284$22.3K<0.01%-413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…126$9.87K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN113$8.86K<0.01%new13F-HRTimelineGroup
Vision Retirement, LLC110$8.62K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC79$6K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV39$3.07K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA11$862<0.01%013F-HRTimeline