Signals

ABEQ

18 in-universe funds with a nonzero position in ABEQ within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#1634
Score / z0.000 / -0.00
Consensus6.93 over 12 funds
Momentumnot computed

Price & positioning

227 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 23.0 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 13.3 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
St. James Investment Company, LLC CIK 0001504492 0.505 24 12.3 1.9% 2 +0.1 pp +1.9 pp +1.9 pp +1.9 pp
LPL Financial LLC CIK 0001403438 0.957 5996 6.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Global View Capital Management LLC CIK 0001994495 0.226 146 4.1 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 2.8 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
FULLCIRCLE WEALTH LLC CIK 0002030910 0.164 262 1.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Castleview Partners, LLC CIK 0001737088 0.131 223 0.7 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CIBC WORLD MARKET INC. CIK 0001421224 0.893 1469 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.0 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just ABEQ). Qtrs Held counts distinct quarters this fund has actually held ABEQ (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ABEQ position size. Δ columns are the percentage-point change in ABEQ's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status