ABLD Institutional Ownership
Abacus FCF Real Assets Leaders ETF
1W: -1.1%
1M: -5.7%
3M: +2.3%
YTD: +5.3%
1Y: +7.3%
3Y: +24.6%
$30.89
+0.27 (+0.87%)
Weekly Expected Move ±2.0%
$30
$30
$31
$31
$32
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ABLD
23
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
164M
Total Invested
4
New Positions
11
Increased
4
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (28 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 2,467,483 | 76M | +277,775 | +12.7% | 6Q | SEC ↗ |
| 2 | SAGESPRING WEALTH PARTNERS, LLC | 2,071,062 | 64M | +256,519 | +14.1% | 6Q | SEC ↗ |
| 3 | UNIQUE WEALTH, LLC | 196,100 | 6M | +22,155 | +12.7% | 6Q | SEC ↗ |
| 4 | Centerline Wealth Advisors, LLC | 153,324 | 5M | +7,062 | +4.8% | 3Q | SEC ↗ |
| 5 | Dynasty Wealth Management, LLC | 115,019 | 4M | -2,251,092 | -95.1% | 2Q | SEC ↗ |
| 6 | Storen Legacy Partners, LLC | 104,647 | 3M | +13,308 | +14.6% | 2Q | SEC ↗ |
| 7 | OpenArc Corporate Advisory, LLC | 102,819 | 3M | +29,859 | +40.9% | 3Q | SEC ↗ |
| 8 | Tradition Wealth Management, LLC | 71,095 | 2M | +960 | +1.4% | 13Q | SEC ↗ |
| 9 | Cyndeo Wealth Partners, LLC | 43,961 | 1M | +3,461 | +8.5% | 6Q | SEC ↗ |
| 10 | OSAIC HOLDINGS, INC. NEW | 22,550 | 696K | — | +0.0% | 1Q | SEC ↗ |
| 11 | LPL Financial LLC | 20,586 | 636K | +2,140 | +11.6% | 12Q | SEC ↗ |
| 12 | Virtu Financial LLC NEW | 15,815 | 488K | — | +0.0% | 1Q | SEC ↗ |
| 13 | CITADEL ADVISORS LLC NEW | 14,531 | 449K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Fairvoy Private Wealth, LLC | 11,996 | 370K | +1,670 | +16.2% | 2Q | SEC ↗ |
| 15 | PUREfi Wealth, LLC | 9,686 | 299K | -344 | -3.4% | 2Q | SEC ↗ |
| 16 | Quotient Wealth Partners, LLC | 9,315 | 288K | +950 | +11.4% | 2Q | SEC ↗ |
| 17 | Geneos Wealth Management Inc. | 7,382 | 228K | — | +0.0% | 18Q | SEC ↗ |
| 18 | Global Retirement Partners, LLC NEW | 2,065 | 64K | — | +0.0% | 1Q | SEC ↗ |
| 19 | MORGAN STANLEY | 633 | 20K | — | +0.0% | 13Q | SEC ↗ |
| 20 | CoreCap Advisors, LLC | 38 | 1K | — | +0.0% | 4Q | SEC ↗ |
| 21 | Farther Finance Advisors, LLC | 36 | 1K | — | +0.0% | 5Q | SEC ↗ |
| 22 | Wellington Grp LLC | 0 | 0K | -248 | -100.0% | 1Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC | 0 | 0K | -19,206 | -100.0% | 1Q | SEC ↗ |
| 24 | TritonPoint Partners, LLC | 0 | 0K | -8,050 | -100.0% | 1Q | SEC ↗ |
| 25 | Key Capital Management, INC | 0 | 0K | -223 | -100.0% | 1Q | SEC ↗ |
| 26 | Steward Partners Investment Advisory, | 0 | 0K | -21 | -100.0% | 1Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 0 | 0K | -1,121 | -100.0% | 1Q | SEC ↗ |
| 28 | GTS SECURITIES LLC | 0 | 0K | -12,307 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| OSAIC HOLDINGS, INC. | 22,550 | 696K |
| Virtu Financial LLC | 15,815 | 488K |
| CITADEL ADVISORS LLC | 14,531 | 449K |
| Global Retirement Partners, LLC | 2,065 | 64K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 19,206 | 593K |
| GTS SECURITIES LLC | 12,307 | 380K |
| TritonPoint Partners, LLC | 8,050 | 249K |
| Kestra Advisory Services, LLC | 1,121 | 35K |
| Wellington Grp LLC | 248 | 8K |
| Key Capital Management, INC | 223 | 7K |
| Steward Partners Investment Advisor | 21 | 1K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +277,775 | +12.7% | 2,467,483 |
| SAGESPRING WEALTH PARTNERS, LLC | +256,519 | +14.1% | 2,071,062 |
| OpenArc Corporate Advisory, LLC | +29,859 | +40.9% | 102,819 |
| UNIQUE WEALTH, LLC | +22,155 | +12.7% | 196,100 |
| Storen Legacy Partners, LLC | +13,308 | +14.6% | 104,647 |
| Centerline Wealth Advisors, LLC | +7,062 | +4.8% | 153,324 |
| Cyndeo Wealth Partners, LLC | +3,461 | +8.5% | 43,961 |
| LPL Financial LLC | +2,140 | +11.6% | 20,586 |
| Fairvoy Private Wealth, LLC | +1,670 | +16.2% | 11,996 |
| Tradition Wealth Management, LLC | +960 | +1.4% | 71,095 |
| Quotient Wealth Partners, LLC | +950 | +11.4% | 9,315 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Dynasty Wealth Management, LLC | -2,251,092 | -95.1% | 115,019 |
| PUREfi Wealth, LLC | -344 | -3.4% | 9,686 |