Skip to main content
Equibles
ABFL logo

ABFL · Abacus FCF Leaders ETF · Holdings ETF

Alerts for ABFL

Use ABFL with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research ABFL.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$80.99 +0.51 (+0.63%) At close · Oct 2
Volume · Oct 2 12.93K Avg daily vol (3M) 12.65K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 47
Total Value: $937,815,270
Total Shares: 10,922,610

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 47 13F filers · Δ vs Mar 31, 2026
Top Holder
38.9%
Sep 2023 → Jun 2026 · range 32.2% – 55.6%
+0.1 pts
Top 5
91.9%
Sep 2023 → Jun 2026 · range 80.2% – 97.0%
+0.3 pts
Top 10
97.1%
Sep 2023 → Jun 2026 · range 87.9% – 98.8%
+0.2 pts
HHI
2,478
Sep 2023 → Jun 2026 · range 2,424 – 3,287
Moderately concentrated+10

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
16
Decreased
15
Sold Out
6
Unchanged
13
Holder count: -3
Institutional value: +21.8%
Shares held: +0.9%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
OpenArc Corporate Advisory, LLC +48,010 1,104,787
Dynasty Wealth Management, LLC +45,726 4,245,193
SAGESPRING WEALTH PARTNERS, LLC +39,777 1,976,096
MORGAN STANLEY +24,118 25,766
UNIQUE WEALTH, LLC +4,172 173,756

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Cyndeo Wealth Partners, LLC −11,653 56,650
Quotient Wealth Partners, LLC −6,871 199,136
TritonPoint Partners, LLC −4,568 3,804
Centerline Wealth Advisors, LLC −4,344 131,704
Mariner, LLC −3,852 119,278

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
GTS SECURITIES LLC 12,639 $1,085,184
BlackRock, Inc. 2,000 $171,720
Global Retirement Partners, LLC 1,107 $95,047

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
Smart Portfolios, LLC 17,419 $1,239,187
JANE STREET GROUP, LLC 10,909 $776,066
Steward Partners Investment Advisory, LLC 8,515 $605,757
Belvedere Trading LLC 6,900 $490,866
GOLDMAN SACHS GROUP INC 3,961 $281,785
Filter: New 3 Increased 16 Reduced 15 Sold out 6 Unchanged 13
Showing 47 of 47
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Dynasty Wealth Management, LLC $364,492,270 38.87% 4,245,193
JPMORGAN CHASE & CO $215,483,957 22.98% 2,509,713
SAGESPRING WEALTH PARTNERS, LLC $169,667,602 18.09% 1,976,096
OpenArc Corporate Advisory, LLC $94,857,011 10.11% 1,104,787
Quotient Wealth Partners, LLC $17,097,816 1.82% 199,136
UNIQUE WEALTH, LLC $14,918,690 1.59% 173,756
Centerline Wealth Advisors, LLC $11,308,105 1.21% 131,704
Mariner, LLC $10,241,209 1.09% 119,278
Storen Legacy Partners, LLC $7,758,309 0.83% 90,360
Cyndeo Wealth Partners, LLC $4,863,969 0.52% 56,650
LPL Financial LLC $2,693,170 0.29% 31,367
MORGAN STANLEY $2,212,267 0.24% 25,766
RAYMOND JAMES FINANCIAL INC $2,189,258 0.23% 25,498
Platform Technology Partners $1,999,593 0.21% 23,289
ROYAL BANK OF CANADA $1,620,520 0.17% 18,874
Cardinal Point Capital Management ULC $1,471,296 0.16% 17,136
Focus Partners Wealth $1,470,094 0.16% 17,122
STIFEL FINANCIAL CORP $1,413,856 0.15% 16,467
Santori & Peters, Inc. $1,297,688 0.14% 15,114
PUREfi Wealth, LLC $1,187,787 0.13% 13,834
GTS SECURITIES LLC $1,085,184 0.12% 12,639
Fairvoy Private Wealth, LLC $1,059,855 0.11% 12,344
DecisionMap Wealth Management, LLC $887,878 0.09% 10,341
Traveka Wealth, LLC $620,596 0.07% 7,228
Kestra Advisory Services, LLC $607,201 0.06% 7,072
MBL Wealth, LLC $605,227 0.06% 7,049
Tradition Wealth Management, LLC $524,347 0.06% 6,107
SeaCrest Wealth Management, LLC $505,028 0.05% 5,882
Madrona Financial Services, LLC $487,513 0.05% 5,678
Resonant Capital Advisors, LLC $476,007 0.05% 5,544
LEVEL FOUR ADVISORY SERVICES, LLC $359,066 0.04% 4,182
ENVESTNET ASSET MANAGEMENT INC $342,924 0.04% 3,994
TritonPoint Partners, LLC $326,611 0.03% 3,804
OSAIC HOLDINGS, INC. $292,610 0.03% 3,408
Cambridge Investment Research Advisors, Inc. $280,161 0.03% 3,263
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors $267,625 0.03% 3,117
Creative Planning $252,943 0.03% 2,946
BlackRock, Inc. $171,720 0.02% 2,000
Geneos Wealth Management Inc. $143,386 0.02% 1,670
Global Retirement Partners, LLC $95,047 0.01% 1,107
Cornerstone Planning Group LLC $68,859 0.01% 802
CREATIVE FINANCIAL DESIGNS INC /ADV $47,738 0.01% 556
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $22,581 0.00% 263
NBC SECURITIES, INC. $20,606 0.00% 240
Arax Advisory Partners $13,995 0.00% 163
CoreCap Advisors, LLC $6,010 0.00% 70
WELLS FARGO & COMPANY/MN $85 0.00% 1