Among active 13F managers last quarter, 2 opened and 1 added, while 5 reduced; the largest holder to move was Tectonic Advisors LLC (−0.3%).
21 tracked 13F filers disclose a position in ABEQ as of the latest SEC 13F filings, a combined $110.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | 842K | $31.3M | ▼−0.7% Reduced · −6K sh | Q2 2026 | |
| 2 | Tectonic Advisors LLC | 611K | $22.7M | ▼−0.3% Reduced · −2K sh | Q2 2026 | |
| 3 | St. James Investment Company, LLC | 300K | $11.2M | ▼−2.3% Reduced · −7K sh | Q2 2026 | |
| 4 | LPL Financial LLC | 261K | $9.8M | ▲+21% Added · +46K sh | Q1 2026 | |
| 5 | Envestnet Asset Management Inc | 252K | $9.5M | ▲34× Added · +244K sh | Q1 2026 | |
| 6 | Osaic Holdings, Inc. | 189K | $7.1M | ▲+2.0% Added · +4K sh | Q1 2026 | |
| 7 | Global View Capital Management LLC | 136K | $5.1M | ▼−23% Reduced · −40K sh | Q2 2026 | |
| 8 | OneDigital Investment Advisors LLC | 131K | $5.0M | ▼−0.9% Reduced · −1K sh | Q1 2026 | |
| 9 | Raymond James Financial Inc | 44K | $1.7M | ▼~0% Reduced · −7 sh | Q1 2026 | |
| 10 | Mainstay Capital Management LLC | 43K | $1.6M | ▼−42% Reduced · −31K sh | Q2 2026 | |
| 11 | Redwood Family Wealth LLC | 31K | $1.1M | ▲+9.8% Added · +3K sh | Q2 2026 | |
| 12 | Goldman Sachs Group Inc | 25K | $944K | ▲New +25K sh | Q1 2026 | |
| 13 | Castleview Partners, LLC | 21K | $763K | ▲+4.3% Added · +841 sh | Q2 2026 | |
| 14 | Weaver Consulting Group | 19K | $715K | ▲New +19K sh | Q2 2026 | |
| 15 | &Partners | 14K | $524K | ▲+149% Added · +8K sh | Q2 2026 | |
| 16 | GWN Securities Inc. | 10K | $379K | ▲+18% Added · +2K sh | Q2 2026 | |
| 17 | CIBC World Market Inc. | 10K | $378K | —Held | Q1 2026 | |
| 18 | Arcus Capital Partners, LLC | 8K | $300K | ▲New +8K sh | Q2 2026 | |
| 19 | Private Trust Co Na | 3K | $105K | —Held | Q2 2026 | |
| 20 | Jones Financial Companies LLLP | 415 | $16K | ▲New +415 sh | Q1 2026 | |
| 21 | AssetMark, Inc | 99 | $4K | ▲New +99 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in ABEQ and 1 added to an existing one, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $4.5B |
| Apple IncAAPL | 9 funds | $2.4B |
| Microsoft CorpMSFT | 9 funds | $1.8B |
| Broadcom IncAVGO | 9 funds | $1.6B |
| JPMorgan Chase & CoJPM | 9 funds | $1.5B |
| SS SPDR S&P 500 ETF Trust-USSPY | 9 funds | $1.5B |
| Invesco QQQ Trust Series 1QQQ | 9 funds | $909.0M |
| Tesla IncTSLA | 9 funds | $907.1M |
| SPDR Gold SharesGLD | 9 funds | $216.1M |
| Ishares Core S&P 500 ETFIVV | 8 funds | $3.0B |
| Amazon.com IncAMZN | 8 funds | $2.5B |
| Alphabet Inc-CL AGOOGL | 8 funds | $1.4B |
Ranked by how many of ABEQ's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in ABEQ.
| Class | 13F holders | Value held |
|---|---|---|
| OAIMmc | 48 funds | $320.4M |
| MGMTmc | 48 funds | $132.9M |
| OACPmc | 28 funds | $245.7M |
| OAEMmc | 27 funds | $106.2M |
| OALCmc | 25 funds | $209.7M |
| ABEQthis pageETFs | 21 funds | $110.2M |
| OASCcs | 13 funds | $89.0M |
| BLNDXMF | 1 funds | $5.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for ABEQ
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/ABEQ/capital-change-brief"
Use Arkolith's capital_change_brief for ABEQ. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for ABEQ. Filings are public domain, sourced to SEC EDGAR.