Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (ABEQ)

20 + Investors. Track Smart Money conviction in ABEQ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
57%

Smart Money Signals — ABEQ

Based on 20 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added ABEQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
20 hedge funds hold ABEQ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+2 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

12 buying9 selling
Last quarter: 12 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 3 → 2 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

40% of holders stayed for 2+ years

■ 40% conviction (2yr+) ■ 30% medium ■ 30% new
8 out of 20 hedge funds have held ABEQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~4 new funds/quarter

6 → 1 → 3 → 2 → 4 new funds/Q
New funds entering each quarter: 1 → 3 → 2 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 40% veterans vs 45% newcomers

■ 40% veterans ■ 15% 1-2yr ■ 45% new
Entry-cohort mix of 20 holders: 8 (40%) are 2+ year veterans, 3 entered 1–2 years ago, and 9 (45%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 18% AUM from top-100

18% from top-100 AUM funds
5 of 20 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ABEQ

In 2026 Q1, 12 hedge funds were net buyers of ABEQ (4 opened a new position, 8 added to an existing one), while 9 reduced or exited (7 trimmed, 2 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 20.

Hedge Fund Ownership: ABEQ

How many hedge funds hold ABEQ — quarterly history vs. share price
Quarterly hedge fund ownership of ABEQ vs. share price

Market Analysis: ABEQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ABEQ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Unified Ser Tr (ABEQ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much ABEQ has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
ABEQ
-0.7%
SPY
+14.9%

ABEQ outperformed SPY by -15.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
ABEQ
+1.0%
SPY
+1.1%

Since the filing became public, ABEQ outperformed SPY by -0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: ABEQ
20 + Investors

Track Smart Money conviction in ABEQ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 20 18 11.11%
13F Shares 3M 2M 30.98%
Total Value $113M $82M 37.89%
New Positions 4 2 +2
Increased Positions 8 11 -3
Closed Positions 2 2 -
Reduced Positions 7 3 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ABEQ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

20 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ABEQ. Verified SEC 13F-HR filings.

QUARTER:
Top 19 ABEQ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 St. James Investment Company, LLC 1.82% 307,065 $11.6M
2 Global View Capital Management LLC 1.76% 175,988 $6.6M
3 Tectonic Advisors LLC 1.22% 612,396 $23.1M
4 Redwood Family Wealth LLC 1.04% 28,122 $1.1M
5 Castleview Partners, LLC 0.38% 19,662 $742K
6 Mainstay Capital Management LLC /Adv 0.22% 74,506 $2.8M
7 Beacon Pointe Advisors, LLC 0.17% 847,189 $32.0M
8 Gwn Securities INC. 0.06% 8,608 $325K
9 OneDigital Investment Advisors LLC 0.05% 131,382 $5.0M
10 Osaic Holdings, INC. 0.01% 188,792 $7.1M
11 Private Trust Co NA 0.01% 2,818 $106K
12 LPL Financial LLC 0.00% 260,700 $9.8M
13 Envestnet Asset Management Inc 0.00% 251,569 $9.5M
14 &Partners 0.00% 5,652 $213K
15 Cibc World Market INC. 0.00% 10,000 $378K
16 Raymond James Financial Inc 0.00% 44,196 $1.7M
17 Goldman Sachs Group Inc 0.00% 25,000 $944K
18 Citadel Advisors LLC 0.00% 7,519 $284K
19 Jones Financial Companies Lllp 0.00% 415 $16K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Unified Ser Tr (ABEQ)

What does the Smart Money Trend signal show for ABEQ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added ABEQ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for ABEQ?

Slight buying edge — 57% buying: Last quarter: 12 funds bought or added vs 9 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ABEQ holders?

Smaller funds dominant — 18% AUM from top-100: 5 of 20 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held ABEQ?

40% of holders stayed for 2+ years: 8 out of 20 hedge funds have held ABEQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Unified Ser Tr (ABEQ) following the 2026 Q1 hedge fund 13F filings?

As of today, ABEQ has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.1% for the SPY sector ETF — an outperformance of -0.1%. Since the quarter end (March 31, 2026), ABEQ has gained -0.7% vs +14.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →