ABEQ Institutional Ownership & Shareholders
ABSOLUTE SELECT VALUE ETF (ABEQ) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $110.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Beacon Pointe Advisors, Llc is currently the largest disclosed institutional shareholder of ABEQ tracked by InsiderSet, reporting ownership valued at approximately $31.31M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $32.84M, representing an estimated gain of +4.90% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 94% of the total disclosed ABEQ value among the investors covered in this analysis. Major shareholders include Beacon Pointe Advisors, Llc, Tectonic Advisors Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ABSOLUTE SELECT VALUE ETF (ABEQ).
This page ranks the largest institutional ABEQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$110.24M
Largest Holder
Beacon Pointe Advisors, Llc
Largest Position
$31.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Beacon Pointe Advisors, Llc | 0.15% | 841,619 | $31,309,915 | $32,844,350 | +$1,534,435 | +4.90% | |
| Tectonic Advisors Llc | 1.03% | 596,548 | $22,140,832 | $23,280,405 | +$1,139,573 | +5.15% | |
| Lpl Financial Llc | 0.00% | 301,922 | $11,231,482 | $11,782,566 | +$551,084 | +4.91% | |
| St. James Investment Company, Llc | 1.77% | 300,070 | $11,162,604 | $11,710,292 | +$547,688 | +4.91% | |
| Envestnet Asset Management Inc | 0.00% | 278,918 | $10,375,753 | $10,884,831 | +$509,078 | +4.91% | |
| Osaic Holdings, Inc. | 0.01% | 191,518 | $7,124,516 | $7,474,028 | +$349,512 | +4.91% | |
| Onedigital Investment Advisors Llc | 0.04% | 131,203 | $4,880,752 | $5,120,223 | +$239,471 | +4.91% | |
| Global View Capital Management Llc | 0.49% | 58,908 | $2,186,364 | $2,298,896 | +$112,532 | +5.15% | |
| Mainstay Capital Management Llc | 0.12% | 43,464 | $1,616,861 | $1,696,191 | +$79,330 | +4.91% | |
| Raymond James Financial Inc | 0.00% | 43,296 | $1,610,611 | $1,689,635 | +$79,024 | +4.91% | |
| Redwood Family Wealth Llc | 1.02% | 31,078 | $1,153,457 | $1,212,825 | +$59,368 | +5.15% | |
| Goldman Sachs Group Inc | 0.00% | 25,000 | $930,000 | $975,630 | +$45,630 | +4.91% | |
| Castleview Partners, Llc | 0.34% | 20,727 | $769,280 | $808,875 | +$39,595 | +5.15% | |
| Weaver Consulting Group | 0.14% | 19,888 | $738,151 | $776,133 | +$37,982 | +5.15% | |
| Citizens Financial Group Inc/Ri | 0.01% | 14,698 | $545,515 | $573,592 | +$28,077 | +5.15% | |
| Gts Securities Llc | 0.01% | 14,300 | $531,960 | $558,060 | +$26,100 | +4.91% | |
| &Partners | 0.00% | 14,074 | $523,553 | $549,241 | +$25,688 | +4.91% | |
| Gwn Securities Inc. | 0.06% | 10,195 | $379,237 | $397,862 | +$18,625 | +4.91% | |
| Cibc World Market Inc. | 0.00% | 10,000 | $372,000 | $390,252 | +$18,252 | +4.91% | |
| Arcus Capital Partners, Llc | 0.12% | 8,064 | $299,981 | $314,699 | +$14,718 | +4.91% | |
| Salvus Wealth Management, Llc | 0.12% | 5,506 | $204,355 | $214,873 | +$10,518 | +5.15% | |
| Private Trust Co Na | 0.01% | 2,818 | $104,573 | $109,973 | +$5,400 | +5.16% | |
| Ubs Group Ag | 0.00% | 730 | $27,156 | $28,488 | +$1,332 | +4.91% | |
| Hantz Financial Services, Inc. | 0.00% | 535 | $20,000 | $20,878 | +$878 | +4.39% | |
| Assetmark, Inc | 0.00% | 36 | $1,336 | $1,405 | +$69 | +5.16% | |
| Morgan Stanley | 0.00% | 1 | $65 | $39 | -$26 | -39.96% |
Frequently asked questions about ABEQ
Who are the largest institutional holders of ABEQ?
The largest institutional holders of ABEQ reported in the latest SEC Form 13F filings include Beacon Pointe Advisors, Llc, Tectonic Advisors Llc, Lpl Financial Llc, St. James Investment Company, Llc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported ABEQ position.
What is ABEQ institutional ownership?
This page tracks ABEQ positions reported by institutional investment managers through SEC Form 13F. ABSOLUTE SELECT VALUE ETF (ABEQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ABEQ?
InsiderSet currently tracks 26 institutional managers reporting ABEQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ABEQ shareholders.
How much ABEQ stock do institutions own?
Institutional investment managers disclosed approximately $110.24M in ABEQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ABEQ institutional ownership last updated?
The latest ABEQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ABEQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ABEQ position after the reporting date.
Are institutions buying or selling ABEQ?
Institutional buying and selling can be analyzed by comparing ABEQ positions across consecutive 13F reporting periods. InsiderSet's ABEQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ABEQ ownership changes.
How has ABEQ institutional ownership changed over time?
InsiderSet tracks ABEQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.