ABEQ (UNIFIED SER TR) is held by 11 institutional investors as of Q1 2026. Largest holders: Beacon Pointe Advisors, LLC ($32M), LPL Financial LLC ($9.8M), ENVESTNET ASSET MANAGEMENT INC ($9.5M). Net institutional sentiment: Mixed.
11
Holders
Avg rating(1 Elite)
$66.9M
Total Value
58% (13)
Fund Consensus
7 buying - 5 selling
Smart Money Verdict57Mixed MomentumSingle Source
Get 5 free verdicts/month - sign up in 10 seconds
See how ABEQ's score breaks down across 4 SEC sources
Held by 11 funds
1 elite
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 847,189(+89.3%) | $32M | 0.2% | +10.48% | 54 | |
Increased | 260,700(+21.4%) | $9.8M | 0.0% | +3.85% | 33 | |
Increased | 251,569(+3284.5%) | $9.5M | 0.0% | -4.74% | 45 | |
Increased | 188,792(+2.0%) | $7.1M | 0.0% | +10.68% | 28 | |
Decreased | 131,382(-0.9%) | $5M | 0.0% | +25.34% | 0 | |
Decreased | 44,196(-0.0%) | $1.7M | 0.0% | +19.40% | 0 | |
New | 25,000 | $943,750 | 0.0% | -5.57% | 35 | |
Unchanged | 10,000 | $377,500 | 0.0% | +9.75% | 0 | |
Decreased | 7,519(-55.6%) | $283,842 | 0.0% | +3.99% | 0 | |
New | 5,652 | $213,363 | 0.0% | -5.57% | 32 | |
New | 415 | $15,592 | 0.0% | -5.57% | 28 | |
Exited | 0(-100.0%) | $42 | 0.0% | +10.48% | 0 | |
Exited | 0(-100.0%) | $17,531 | 0.0% | +9.14% | 0 |
Continue exploring
Other Unknown stocks held by institutions
FISVFISERV INC
343 holders · $19.6B
SPYSTATE STR SPDR S&P 500 ETF T293 holders · $272.3B
IVVISHARES TR265 holders · $436.1B
IWMISHARES TR243 holders · $61.1B
VOOVANGUARD INDEX FDS243 holders · $198.5B
QQQINVESCO QQQ TR240 holders · $91.1B
GLDSPDR GOLD TR240 holders · $39B
XLFSELECT SECTOR SPDR TR223 holders · $30.1B
EFAISHARES TR222 holders · $43.9B
XLVSELECT SECTOR SPDR TR216 holders · $20.8B
Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer