Who owns ABEQ
Which tracked institutional funds hold ABEQ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ABEQ company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ABEQ is one-sided between 2025-Q4 and 2026-Q1: 7 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ABEQ’s largest tracked holder by dollar value, Beacon Pointe Advisors, LLC, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ABEQ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 20 tracked filers holding ABEQ, 12 increased or opened the position and 9 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ABEQ between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- GOLDMAN SACHS GROUP INC$944K
Largest adds
- Beacon Pointe Advisors, LLC$16M
- ENVESTNET ASSET MANAGEMENT INC$9M
- LPL Financial LLC$2M
- Global View Capital Management LLC$2M
- TECTONIC ADVISORS LLC$707K
- OSAIC HOLDINGS, INC.$489K
Largest trims
- St. James Investment Company, LLC$633K
- CITADEL ADVISORS LLC$324K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Beacon Pointe Advisors, LLC added | 847,189 | $32M | 27.2% | 2026-Q1 |
| TECTONIC ADVISORS LLC trimmed | 612,396 | $23M | 19.7% | 2026-Q1 |
| St. James Investment Company, LLC trimmed | 307,065 | $12M | 9.9% | 2026-Q1 |
| LPL Financial LLC added | 260,700 | $10M | 8.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 251,569 | $9M | 8.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 188,792 | $7M | 6.1% | 2026-Q1 |
| Global View Capital Management LLC added | 175,988 | $7M | 5.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 131,382 | $5M | 4.2% | 2026-Q1 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV added | 74,506 | $3M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 44,196 | $2M | 1.4% | 2026-Q1 |
| Redwood Family Wealth LLC added | 28,122 | $1M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 25,000 | $944K | 0.8% | 2026-Q1 |
| Castleview Partners, LLC added | 19,662 | $742K | 0.6% | 2026-Q1 |
| CIBC WORLD MARKET INC. | 10,000 | $378K | 0.3% | 2026-Q1 |
| GWN SECURITIES INC. trimmed | 8,608 | $325K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,519 | $284K | 0.2% | 2026-Q1 |
| &PARTNERS new | 5,652 | $213K | 0.2% | 2026-Q1 |
| PRIVATE TRUST CO NA new | 2,818 | $106K | 0.1% | 2026-Q1 |
| HANTZ FINANCIAL SERVICES, INC. trimmed | 535 | $20K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP new | 415 | $16K | 0.0% | 2026-Q1 |
| Fortis Group Advisors, LLC new | 55,158 | $2M | 1.6% | 2025-Q1 stale |
| FULLCIRCLE WEALTH LLC | 35,997 | $1M | 1.1% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 18,170 | $656K | 0.6% | 2025-Q3 stale |
| JPMORGAN CHASE & CO new | 8,357 | $285K | 0.2% | 2025-Q1 stale |
| UBS Group AG added | 489 | $18K | 0.0% | 2025-Q4 stale |
| MORGAN STANLEY | 1 | $42 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.