Security record · archived quarter
ABEQ
name pending profile ingest
8Tracked holders
0Δ holders
788.19KShares held
$29.75MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 260.70K | +21.4% | $9.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Envestnet Asset Management Inc | 251.57K | +3284.5% | $9.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 188.79K | +2.0% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 188.79K | +2.0% | $7.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 44.20K | 0.0% | $1.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Goldman Sachs Group ✦ | 25.00K | New | $943,750 | 0.0% | New | 1 | SEC ↗ |
| 7 | Cibc World Market Inc. | 10.00K | 0.0% | $377,500 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 7.52K | -55.6% | $283,842 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 415 | New | $15,592 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $943,750 | 0.0% |
| Jones Financial Companies Lllp | $15,592 | 0.0% |
Exited
| UBS Group AG | $17,531 | was 0.0% |
| Morgan Stanley | $42 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 20 holders, 3.00M shares, $113.31M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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