Who Owns UNIFIED SER TR (ABEQ)? -- Institutional Holders (2026-06-30)
27 institutions reported holding $113.1M of UNIFIED SER TR (ABEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Beacon Pointe Advisors, LLC ($31.3M), TECTONIC ADVISORS LLC ($22.7M), LPL Financial LLC ($11.2M), St. James Investment Company, LLC ($11.2M), ENVESTNET ASSET MANAGEMENT INC ($10.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Beacon Pointe Advisors, LLC | $31.3M | 841,619 | Trimmed |
| 2 | TECTONIC ADVISORS LLC | $22.7M | 610,683 | Trimmed |
| 3 | LPL Financial LLC | $11.2M | 301,922 | Added |
| 4 | St. James Investment Company, LLC | $11.2M | 300,070 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $10.4M | 278,918 | Added |
| 6 | OSAIC HOLDINGS, INC. | $7.1M | 191,518 | Added |
| 7 | Global View Capital Management LLC | $5.1M | 135,793 | Trimmed |
| 8 | OneDigital Investment Advisors LLC | $4.9M | 131,203 | Trimmed |
| 9 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $1.6M | 43,464 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.6M | 43,296 | Trimmed |
| 11 | Redwood Family Wealth LLC | $1.1M | 30,864 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $930,000 | 25,000 | Hold |
| 13 | Castleview Partners, LLC | $762,712 | 20,503 | Added |
| 14 | Weaver Consulting Group | $714,710 | 19,213 | New |
| 15 | GTS SECURITIES LLC | $531,960 | 14,300 | New |
| 16 | &PARTNERS | $523,553 | 14,074 | Added |
| 17 | GWN SECURITIES INC. | $379,237 | 10,195 | Added |
| 18 | CIBC WORLD MARKET INC. | $372,000 | 10,000 | Hold |
| 19 | Arcus Capital Partners, LLC | $299,981 | 8,064 | New |
| 20 | Regatta Research & Money Management | $165,265 | 4,443 | New |
| 21 | PRIVATE TRUST CO NA | $104,813 | 2,818 | Hold |
| 22 | UBS Group AG | $27,156 | 730 | New |
| 23 | HANTZ FINANCIAL SERVICES, INC. | $20,000 | 535 | Hold |
| 24 | ASSETMARK, INC | $3,683 | 99 | New |
| 25 | MORGAN STANLEY | $65 | 1 | New |
Source: SEC Form 13F filings · as of 2026-06-30