Who owns ABFL (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-Q1 13F filings. 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 2025-Q4 and 2026-Q1: 4 added or opened and 17 trimmed or exited — on balance reducing.
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 2.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.6pp 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 2025-Q4 and 2026-Q1, across 49 tracked filers holding ABFL, 13 increased or opened the position and 34 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 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 4
- Storen Legacy Partners, LLC$6M
- Focus Partners Wealth$1M
- Cardinal Point Capital Management ULC$1M
- JANE STREET GROUP, LLC$776K
Full exits 3
- TWO SIGMA INVESTMENTS, LP$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$828K
- BANK OF AMERICA CORP /DE/$792K
Largest trims
- Dynasty Wealth Management, LLC$288M
- JPMORGAN CHASE & CO$288M
- SAGESPRING WEALTH PARTNERS, LLC$132M
- Quotient Wealth Partners, LLC$125M
- OpenArc Corporate Advisory, LLC$10M
- Centerline Wealth Advisors, LLC$10M
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 trimmed | 4,199,467 | $299M | 36.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 2,509,500 | $173M | 21.1% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 1,936,319 | $138M | 16.8% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC trimmed | 1,056,777 | $75M | 9.2% | 2026-Q1 |
| Quotient Wealth Partners, LLC trimmed | 206,007 | $15M | 1.8% | 2026-Q1 |
| UNIQUE WEALTH, LLC trimmed | 169,584 | $12M | 1.5% | 2026-Q1 |
| Centerline Wealth Advisors, LLC trimmed | 136,048 | $10M | 1.2% | 2026-Q1 |
| Mariner, LLC trimmed | 123,130 | $9M | 1.1% | 2026-Q1 |
| Storen Legacy Partners, LLC new | 90,033 | $6M | 0.8% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC trimmed | 68,303 | $5M | 0.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 32,034 | $2M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 25,687 | $2M | 0.2% | 2026-Q1 |
| Platform Technology Partners trimmed | 24,626 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 18,617 | $1M | 0.2% | 2026-Q1 |
| Smart Portfolios, LLC added | 17,419 | $1M | 0.2% | 2026-Q1 |
| Focus Partners Wealth new | 17,122 | $1M | 0.1% | 2026-Q1 |
| Cardinal Point Capital Management ULC new | 17,123 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 16,359 | $1M | 0.1% | 2026-Q1 |
| Santori & Peters, Inc. trimmed | 15,114 | $1M | 0.1% | 2026-Q1 |
| PUREfi Wealth, LLC trimmed | 12,547 | $893K | 0.1% | 2026-Q1 |
| Fairvoy Private Wealth, LLC trimmed | 11,657 | $829K | 0.1% | 2026-Q1 |
| DecisionMap Wealth Management, LLC trimmed | 11,486 | $817K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 10,909 | $776K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 8,515 | $606K | 0.1% | 2026-Q1 |
| TritonPoint Partners, LLC trimmed | 8,372 | $596K | 0.1% | 2026-Q1 |
| MBL Wealth, LLC added | 7,225 | $514K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 7,058 | $502K | 0.1% | 2026-Q1 |
| Traveka Wealth, LLC trimmed | 6,959 | $495K | 0.1% | 2026-Q1 |
| Tradition Wealth Management, LLC trimmed | 6,107 | $434K | 0.1% | 2026-Q1 |
| SeaCrest Wealth Management, LLC | 5,894 | $419K | 0.1% | 2026-Q1 |
| Madrona Financial Services, LLC | 5,678 | $404K | 0.0% | 2026-Q1 |
| Resonant Capital Advisors, LLC | 5,544 | $394K | 0.0% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 4,182 | $298K | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,047 | $288K | 0.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC new | 3,961 | $282K | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 3,866 | $275K | 0.0% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 3,103 | $221K | 0.0% | 2026-Q1 |
| Creative Planning added | 2,946 | $210K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,060 | $147K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 1,670 | $119K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 1,648 | $117K | 0.0% | 2026-Q1 |
| Cornerstone Planning Group LLC added | 802 | $65K | 0.0% | 2026-Q1 |
| MAI Capital Management trimmed | 900 | $64K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 637 | $45K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 374 | $27K | 0.0% | 2026-Q1 |
| NBC SECURITIES, INC. | 240 | $17K | 0.0% | 2026-Q1 |
| Arax Advisory Partners | 163 | $12K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC | 70 | $5K | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $66 | 0.0% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. new | 590,244 | $42M | 5.1% | 2025-Q2 stale |
| TRITONPOINT WEALTH, LLC trimmed | 60,278 | $4M | 0.5% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP added | 51,700 | $4M | 0.4% | 2025-Q4 stale |
| Empowered Funds, LLC new | 27,434 | $2M | 0.2% | 2025-Q1 stale |
| CITADEL ADVISORS LLC added | 25,176 | $2M | 0.2% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,604 | $828K | 0.1% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ added | 11,091 | $792K | 0.1% | 2025-Q4 stale |
| Wilmington Savings Fund Society, FSB | 9,745 | $690K | 0.1% | 2025-Q2 stale |
| GTS SECURITIES LLC trimmed | 5,366 | $383K | 0.0% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 4,683 | $331K | 0.0% | 2025-Q2 stale |
| OPPENHEIMER & CO INC new | 4,159 | $297K | 0.0% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. | 3,170 | $203K | 0.0% | 2025-Q1 stale |
| Kapstone Financial Advisors LLC new | 2,830 | $200K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC | 1,107 | $79K | 0.0% | 2025-Q4 stale |
| Key Capital Management, INC new | 722 | $52K | 0.0% | 2025-Q4 stale |
| Farther Finance Advisors, LLC new | 587 | $38K | 0.0% | 2025-Q1 stale |
| CENTRAL TRUST Co new | 475 | $30K | 0.0% | 2025-Q1 stale |
| Brooklyn Investment Group new | 421 | $30K | 0.0% | 2025-Q2 stale |
| Ameritas Advisory Services, LLC | 314 | $23K | 0.0% | 2025-Q3 stale |
| PRINCIPAL SECURITIES, INC. | 221 | $16K | 0.0% | 2025-Q3 stale |
| UBS Group AG added | 157 | $11K | 0.0% | 2025-Q3 stale |
| Creekmur Asset Management LLC | 32 | $2K | 0.0% | 2025-Q3 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.