Institutional Holders (2026 Q2)
49 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ABFL. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Centerline Wealth Advisors, LLC | 3.54% | 131,704 | $11.3M |
| 2 | Dynasty Wealth Management, LLC | 2.71% | 4,245,193 | $364.5M |
| 3 | Sagespring Wealth Partners, LLC | 2.61% | 1,976,096 | $169.7M |
| 4 | Storen Legacy Partners, LLC | 2.12% | 90,360 | $7.8M |
| 5 | Unique Wealth, LLC | 1.74% | 173,756 | $14.9M |
| 6 | OpenArc Corporate Advisory, LLC | 1.13% | 1,104,787 | $94.9M |
| 7 | PUREfi Wealth, LLC | 0.65% | 13,834 | $1.2M |
| 8 | DecisionMap Wealth Management, LLC | 0.50% | 10,341 | $888K |
| 9 | Quotient Wealth Partners, LLC | 0.40% | 199,136 | $17.1M |
| 10 | Santori & Peters, Inc. | 0.37% | 15,114 | $1.3M |
| 11 | Platform Technology Partners | 0.33% | 23,289 | $2.0M |
| 12 | Cyndeo Wealth Partners, LLC | 0.23% | 56,650 | $4.9M |
| 13 | Fairvoy Private Wealth, LLC | 0.21% | 12,344 | $1.1M |
| 14 | Traveka Wealth, LLC | 0.21% | 7,228 | $621K |
| 15 | Madrona Financial Services, LLC | 0.09% | 5,678 | $488K |
| 16 | Cardinal Point Capital Management ULC | 0.08% | 17,136 | $1.5M |
| 17 | SeaCrest Wealth Management, LLC | 0.06% | 5,882 | $505K |
| 18 | MBL Wealth, LLC | 0.04% | 7,049 | $605K |
| 19 | Tradition Wealth Management, LLC | 0.03% | 6,107 | $524K |
| 20 | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | 3,117 | $268K |
| 21 | TritonPoint Partners, LLC | 0.03% | 3,804 | $327K |
| 22 | Gts Securities LLC | 0.02% | 12,639 | $1.1M |
| 23 | Resonant Capital Advisors, LLC | 0.02% | 5,544 | $476K |
| 24 | Jpmorgan Chase & Co | 0.01% | 2,509,713 | $211.9M |
| 25 | Mariner, LLC | 0.01% | 119,278 | $10.2M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|