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Abacus FCF Leaders ETF (ABFL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Sagespring Wealth Partners, LLC
INCREASED
Shares2,068,081 from 1,976,096
Change+91,985 (+5%)
Value$166.1M (-$3.5M)
Filed 2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED
Shares1,188,530 from 1,104,787
Change+83,743 (+8%)
Value$95.5M (+$628.6K)
Filed 2026-10-21
Unique Wealth, LLC
INCREASED
Shares185,240 from 173,756
Change+11,484 (+7%)
Value$14.9M (-$36.7K)
Filed 2026-10-16
Centerline Wealth Advisors, LLC
INCREASED
Shares132,971 from 131,704
Change+1,267 (+1%)
Value$10.7M (-$625.3K)
Filed 2026-10-15
Cyndeo Wealth Partners, LLC
INCREASED
Shares59,724 from 56,650
Change+3,074 (+5%)
Value$4.8M (-$65.8K)
Filed 2026-10-16
TritonPoint Partners, LLC
INCREASED
Shares29,966 from 3,804
Change+26,162 (+688%)
Value$2.4M (+$2.1M)
Filed 2026-11-05
Platform Technology Partners
DECREASED
Shares22,766 from 23,289
Change-523 (-2%)
Value$1.8M (-$170.6K)
Filed 2026-11-02
Cardinal Point Capital Management ULC
UNCHANGED
Shares17,136 from 17,136
Change0 (0%)
Value$1.4M (-$94.6K)
Filed 2026-10-21
Fairvoy Private Wealth, LLC
INCREASED
Shares14,307 from 12,344
Change+1,963 (+16%)
Value$1.1M (+$89.6K)
Filed 2026-10-19
Santori & Peters, Inc.
DECREASED
Shares13,836 from 15,114
Change-1,278 (-8%)
Value$1.1M (-$186.1K)
Filed 2026-10-26
PUREfi Wealth, LLC
DECREASED
Shares13,789 from 13,834
Change-45 (0%)
Value$1.1M (-$80.0K)
Filed 2026-10-19
DecisionMap Wealth Management, LLC
DECREASED
Shares8,599 from 10,341
Change-1,742 (-17%)
Value$690.8K (-$197.1K)
Filed 2026-10-29
Apollon Wealth Management, LLC
NEW
Shares7,613
Change+7,613
Value$611.6K
Filed 2026-10-23
Traveka Wealth, LLC
INCREASED
Shares7,463 from 7,228
Change+235 (+3%)
Value$599.6K (-$21.0K)
Filed 2026-10-19
Bank of New York Mellon Corp
NEW
Shares7,213
Change+7,213
Value$579.5K
Filed 2026-11-05
Kestra Advisory Services, LLC
UNCHANGED
Shares7,072 from 7,072
Change0 (0%)
Value$568.2K (-$39.0K)
Filed 2026-11-02
SeaCrest Wealth Management, LLC
DECREASED
Shares5,744 from 5,882
Change-138 (-2%)
Value$461.5K (-$43.6K)
Filed 2026-10-21
Madrona Financial Services, LLC
UNCHANGED
Shares5,678 from 5,678
Change0 (0%)
Value$456.2K (-$31.3K)
Filed 2026-10-23
Resonant Capital Advisors, LLC
UNCHANGED
Shares5,544 from 5,544
Change0 (0%)
Value$445.4K (-$30.6K)
Filed 2026-10-15
MBL Wealth, LLC
DECREASED
Shares4,625 from 7,049
Change-2,424 (-34%)
Value$371.6K (-$233.7K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares3,001 from 3,263
Change-262 (-8%)
Value$241 (-$279.8K)
Filed 2026-11-02
Creative Planning
UNCHANGED
Shares2,946 from 2,946
Change0 (0%)
Value$236.7K (-$16.3K)
Filed 2026-11-02
Larson Financial Group LLC
NEW
Shares1,697
Change+1,697
Value$136.3K
Filed 2026-11-05
Farther Finance Advisors, LLC
NEW
Shares893
Change+893
Value$71.7K
Filed 2026-10-08
Creative Financial Designs Inc
UNCHANGED
Shares556 from 556
Change0 (0%)
Value$44.7K (-$3.1K)
Filed 2026-11-04
Lanark Financial, Inc.
UNCHANGED
Shares240 from 240
Change0 (0%)
Value$19.3K (-$1.3K)
Filed 2026-10-26
Cornerstone Planning Group LLC
CLOSED
Shares0 from 802
Change-802 (-100%)
Value$0 (-$66.8K)
Filed 2026-10-16
CoreCap Advisors, LLC
CLOSED
Shares0 from 70
Change-70 (-100%)
Value$0 (-$6.0K)
Filed 2026-10-08
Dynasty Wealth Management, LLC
N/A
Shares— from 4,245,193
Change-4,245,193 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 2,509,713
Change-2,509,713 (-100%)
Value—
Quotient Wealth Partners, LLC
N/A
Shares— from 199,136
Change-199,136 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 119,278
Change-119,278 (-100%)
Value—
Storen Legacy Partners, LLC
N/A
Shares— from 90,360
Change-90,360 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 31,367
Change-31,367 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 25,766
Change-25,766 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 25,498
Change-25,498 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 18,874
Change-18,874 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 17,122
Change-17,122 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 16,467
Change-16,467 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 12,639
Change-12,639 (-100%)
Value—
Tradition Wealth Management, LLC
N/A
Shares— from 6,107
Change-6,107 (-100%)
Value—
Level Four Advisory Services, LLC
N/A
Shares— from 4,182
Change-4,182 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 3,994
Change-3,994 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 3,408
Change-3,408 (-100%)
Value—
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A
Shares— from 3,117
Change-3,117 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 2,000
Change-2,000 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 1,670
Change-1,670 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,107
Change-1,107 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 263
Change-263 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 163
Change-163 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Sagespring Wealth Partners, LLC
INCREASED2,068,0811,976,096+91,985+5%$169.7M$166.1M-$3.5M2026-10-22
OpenArc Corporate Advisory, LLC
INCREASED1,188,5301,104,787+83,743+8%$94.9M$95.5M+$628.6K2026-10-21
Unique Wealth, LLC
INCREASED185,240173,756+11,484+7%$14.9M$14.9M-$36.7K2026-10-16
Centerline Wealth Advisors, LLC
INCREASED132,971131,704+1,267+1%$11.3M$10.7M-$625.3K2026-10-15
Cyndeo Wealth Partners, LLC
INCREASED59,72456,650+3,074+5%$4.9M$4.8M-$65.8K2026-10-16
TritonPoint Partners, LLC
INCREASED29,9663,804+26,162+688%$326.6K$2.4M+$2.1M2026-11-05
Platform Technology Partners
DECREASED22,76623,289-523-2%$2.0M$1.8M-$170.6K2026-11-02
Cardinal Point Capital Management ULC
UNCHANGED17,13617,13600%$1.5M$1.4M-$94.6K2026-10-21
Fairvoy Private Wealth, LLC
INCREASED14,30712,344+1,963+16%$1.1M$1.1M+$89.6K2026-10-19
Santori & Peters, Inc.
DECREASED13,83615,114-1,278-8%$1.3M$1.1M-$186.1K2026-10-26
PUREfi Wealth, LLC
DECREASED13,78913,834-450%$1.2M$1.1M-$80.0K2026-10-19
DecisionMap Wealth Management, LLC
DECREASED8,59910,341-1,742-17%$887.9K$690.8K-$197.1K2026-10-29
Apollon Wealth Management, LLC
NEW7,613—+7,613——$611.6K—2026-10-23
Traveka Wealth, LLC
INCREASED7,4637,228+235+3%$620.6K$599.6K-$21.0K2026-10-19
Bank of New York Mellon Corp
NEW7,213—+7,213——$579.5K—2026-11-05
Kestra Advisory Services, LLC
UNCHANGED7,0727,07200%$607.2K$568.2K-$39.0K2026-11-02
SeaCrest Wealth Management, LLC
DECREASED5,7445,882-138-2%$505.0K$461.5K-$43.6K2026-10-21
Madrona Financial Services, LLC
UNCHANGED5,6785,67800%$487.5K$456.2K-$31.3K2026-10-23
Resonant Capital Advisors, LLC
UNCHANGED5,5445,54400%$476.0K$445.4K-$30.6K2026-10-15
MBL Wealth, LLC
DECREASED4,6257,049-2,424-34%$605.2K$371.6K-$233.7K2026-10-22
Cambridge Investment Research Advisors, Inc.
DECREASED3,0013,263-262-8%$280.0K$241-$279.8K2026-11-02
Creative Planning
UNCHANGED2,9462,94600%$252.9K$236.7K-$16.3K2026-11-02
Larson Financial Group LLC
NEW1,697—+1,697——$136.3K—2026-11-05
Farther Finance Advisors, LLC
NEW893—+893——$71.7K—2026-10-08
Creative Financial Designs Inc
UNCHANGED55655600%$47.7K$44.7K-$3.1K2026-11-04
Lanark Financial, Inc.
UNCHANGED24024000%$20.6K$19.3K-$1.3K2026-10-26
Cornerstone Planning Group LLC
CLOSED0802-802-100%$66.8K$0-$66.8K2026-10-16
CoreCap Advisors, LLC
CLOSED070-70-100%$6.0K$0-$6.0K2026-10-08
Dynasty Wealth Management, LLC
N/A—4,245,193-4,245,193-100%$364.5M———
JPMorgan Chase & Co
N/A—2,509,713-2,509,713-100%$211.9M———
Quotient Wealth Partners, LLC
N/A—199,136-199,136-100%$17.1M———
Mariner, LLC
N/A—119,278-119,278-100%$10.2M———
Storen Legacy Partners, LLC
N/A—90,360-90,360-100%$7.8M———
LPL Financial LLC
N/A—31,367-31,367-100%$2.7M———
Morgan Stanley
N/A—25,766-25,766-100%$2.2M———
Raymond James Financial Inc
N/A—25,498-25,498-100%$2.2M———
Royal Bank of Canada
N/A—18,874-18,874-100%$1.6M———
Focus Partners Wealth
N/A—17,122-17,122-100%$1.5M———
Stifel Financial Corp
N/A—16,467-16,467-100%$1.4M———
GTS Securities LLC
N/A—12,639-12,639-100%$1.1M———
Tradition Wealth Management, LLC
N/A—6,107-6,107-100%$524.3K———
Level Four Advisory Services, LLC
N/A—4,182-4,182-100%$359.1K———
Envestnet Asset Management Inc
N/A—3,994-3,994-100%$342.9K———
Osaic Holdings, Inc.
N/A—3,408-3,408-100%$292.6K———
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
N/A—3,117-3,117-100%$267.6K———
BlackRock, Inc.
N/A—2,000-2,000-100%$171.7K———
Geneos Wealth Management Inc.
N/A—1,670-1,670-100%$143.4K———
Global Retirement Partners, LLC
N/A—1,107-1,107-100%$95.0K———
Northwestern Mutual Wealth Management Co
N/A—263-263-100%$22.6K———
Arax Advisory Partners
N/A—163-163-100%$14.0K———
Wells Fargo & Company
N/A—1-1-100%$92———
Showing 51 of 51 institutions