Who owns ABFL
Which tracked institutional funds hold ABFL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ABFL company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 ABFL is one-sided between 2026-Q1 and 2026-Q2: 18 added or opened and 4 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
ABFL’s largest tracked holder by dollar value, Dynasty Wealth Management, LLC, sizes it at 2.7% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.7pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in ABFL 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 2026-Q1 and 2026-Q2, across 47 tracked filers holding ABFL, 20 increased or opened the position and 20 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 ABFL between the 2026-Q1 and 2026-Q2 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
- GTS SECURITIES LLC$1M
Full exits 3
- Smart Portfolios, LLC$1M
- JANE STREET GROUP, LLC$776K
- Steward Partners Investment Advisory, LLC$606K
Largest adds
- Dynasty Wealth Management, LLC$66M
- JPMORGAN CHASE & CO$39M
- SAGESPRING WEALTH PARTNERS, LLC$32M
- OpenArc Corporate Advisory, LLC$20M
- UNIQUE WEALTH, LLC$3M
- Quotient Wealth Partners, LLC$2M
Largest trims
- TritonPoint Partners, LLC$269K
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 |
|---|---|---|---|---|
| Dynasty Wealth Management, LLC added | 4,245,193 | $364M | 36.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,509,713 | $212M | 21.4% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 1,976,096 | $170M | 17.1% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 1,104,787 | $95M | 9.6% | 2026-Q2 |
| Quotient Wealth Partners, LLC trimmed | 199,136 | $17M | 1.7% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 173,756 | $15M | 1.5% | 2026-Q2 |
| Centerline Wealth Advisors, LLC trimmed | 131,704 | $11M | 1.1% | 2026-Q2 |
| Mariner, LLC trimmed | 119,278 | $10M | 1.0% | 2026-Q2 |
| Storen Legacy Partners, LLC added | 90,360 | $8M | 0.8% | 2026-Q2 |
| Cyndeo Wealth Partners, LLC trimmed | 56,650 | $5M | 0.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 31,367 | $3M | 0.3% | 2026-Q2 |
| MORGAN STANLEY added | 25,766 | $2M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 25,498 | $2M | 0.2% | 2026-Q2 |
| Platform Technology Partners trimmed | 23,289 | $2M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 18,874 | $2M | 0.2% | 2026-Q2 |
| Cardinal Point Capital Management ULC added | 17,136 | $1M | 0.1% | 2026-Q2 |
| Focus Partners Wealth | 17,122 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 16,467 | $1M | 0.1% | 2026-Q2 |
| Santori & Peters, Inc. | 15,114 | $1M | 0.1% | 2026-Q2 |
| PUREfi Wealth, LLC added | 13,834 | $1M | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC added | 12,639 | $1M | 0.1% | 2026-Q2 |
| Fairvoy Private Wealth, LLC added | 12,344 | $1M | 0.1% | 2026-Q2 |
| DecisionMap Wealth Management, LLC trimmed | 10,341 | $888K | 0.1% | 2026-Q2 |
| Traveka Wealth, LLC added | 7,228 | $621K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 7,072 | $607K | 0.1% | 2026-Q2 |
| MBL Wealth, LLC trimmed | 7,049 | $605K | 0.1% | 2026-Q2 |
| Tradition Wealth Management, LLC | 6,107 | $524K | 0.1% | 2026-Q2 |
| SeaCrest Wealth Management, LLC trimmed | 5,882 | $505K | 0.1% | 2026-Q2 |
| Madrona Financial Services, LLC | 5,678 | $488K | 0.0% | 2026-Q2 |
| Resonant Capital Advisors, LLC | 5,544 | $476K | 0.0% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC | 4,182 | $359K | 0.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,994 | $343K | 0.0% | 2026-Q2 |
| TritonPoint Partners, LLC trimmed | 3,804 | $327K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,408 | $293K | 0.0% | 2026-Q2 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors added | 3,117 | $268K | 0.0% | 2026-Q2 |
| Creative Planning | 2,946 | $253K | 0.0% | 2026-Q2 |
| BlackRock, Inc. new | 2,000 | $172K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,670 | $143K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 1,107 | $95K | 0.0% | 2026-Q2 |
| Cornerstone Planning Group LLC | 802 | $67K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 556 | $48K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 263 | $23K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 240 | $21K | 0.0% | 2026-Q2 |
| Arax Advisory Partners | 163 | $14K | 0.0% | 2026-Q2 |
| CoreCap Advisors, LLC | 70 | $6K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 22 | $2K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN | 1 | $92 | 0.0% | 2026-Q2 |
| Smart Portfolios, LLC added | 17,419 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 10,909 | $776K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Steward Partners Investment Advisory, LLC added | 8,515 | $606K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 3,961 | $282K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 3,866 | $275K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management trimmed | 900 | $64K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP added | 51,700 | $4M | 0.4% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,604 | $828K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ added | 11,091 | $792K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| OPPENHEIMER & CO INC new | 4,159 | $297K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Key Capital Management, INC new | 722 | $52K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TRITONPOINT WEALTH, LLC trimmed | 60,278 | $4M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| Ameritas Advisory Services, LLC | 314 | $23K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. | 221 | $16K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| UBS Group AG added | 157 | $11K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Creekmur Asset Management LLC | 32 | $2K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Vestmark Advisory Solutions, Inc. new | 590,244 | $42M | 4.2% | 2025-Q2 stale (4 quarters behind) |
| Wilmington Savings Fund Society, FSB | 9,745 | $690K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 4,683 | $331K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Kapstone Financial Advisors LLC new | 2,830 | $200K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| Brooklyn Investment Group new | 421 | $30K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.