Signals

ABLD

27 in-universe funds with a nonzero position in ABLD within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#2109
Score / z0.000 / -0.02
Consensus10.99 over 18 funds
Momentumnot computed

Price & positioning

166 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
SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 62.3 1.0% 5 -0.1 pp +0.5 pp +0.0 pp -0.0 pp
UNIQUE WEALTH, LLC CIK 0001957124 0.538 201 5.9 0.7% 5 -0.1 pp +0.4 pp +0.0 pp +0.1 pp
Centerline Wealth Advisors, LLC CIK 0001802059 0.492 79 4.6 1.4% 3 -0.2 pp +0.9 pp +1.4 pp +1.4 pp
Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 3.5 0.0% 2 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
Storen Legacy Partners, LLC CIK 0002116061 0.438 116 3.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 3.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Tradition Wealth Management, LLC CIK 0001843010 0.463 538 2.1 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 1.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 0.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Virtu Financial LLC CIK 0001533964 0.177 1548 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fairvoy Private Wealth, LLC CIK 0002046607 0.151 200 0.4 0.1% 2 -0.0 pp +0.1 pp +0.0 pp +0.0 pp
PUREfi Wealth, LLC CIK 0002001520 0.125 208 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 0.3 0.0% 2 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 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% 7 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TritonPoint Partners, LLC CIK 0002111167 0.019 351 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +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 ABLD). Qtrs Held counts distinct quarters this fund has actually held ABLD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its ABLD position size. Δ columns are the percentage-point change in ABLD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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