Who Owns UNIFIED SER TR (MGMT)? -- Institutional Holders (2026-06-30)
58 institutions reported holding $144.1M of UNIFIED SER TR (MGMT) in SEC 13F filings for 2026-06-30. Largest institutional holders: CPC Advisors, LLC ($34.9M), RAYMOND JAMES FINANCIAL INC ($11.5M), Rockefeller Capital Management L.P. ($10.3M), Hedeker Wealth, LLC ($8.6M), Englebert Financial Advisers, LLC ($8.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CPC Advisors, LLC | $34.9M | 685,108 | Added |
| 2 | RAYMOND JAMES FINANCIAL INC | $11.5M | 225,715 | Added |
| 3 | Rockefeller Capital Management L.P. | $10.3M | 201,381 | Trimmed |
| 4 | Hedeker Wealth, LLC | $8.6M | 169,432 | Added |
| 5 | Englebert Financial Advisers, LLC | $8.6M | 168,140 | Trimmed |
| 6 | First City Capital Management, Inc. | $7.7M | 150,619 | Added |
| 7 | Weaver Consulting Group | $7.6M | 149,938 | Added |
| 8 | Dakota Wealth Management | $7.4M | 145,061 | Trimmed |
| 9 | Commerce Advisors, LLC | $6.7M | 132,153 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $4.2M | 82,202 | Added |
| 11 | Cape Investment Advisory, Inc. | $4.1M | 81,430 | Added |
| 12 | Thomasville National Bank | $3.6M | 70,853 | Added |
| 13 | Waverly Advisors, LLC | $2.9M | 57,215 | Trimmed |
| 14 | Steward Partners Investment Advisory, LLC | $2.5M | 49,148 | Trimmed |
| 15 | HB Wealth Management, LLC | $2.1M | 40,745 | Hold |
| 16 | HighTower Advisors, LLC | $2.1M | 40,452 | Trimmed |
| 17 | Argent Trust Co | $2.0M | 38,680 | Hold |
| 18 | Janney Montgomery Scott LLC | $1.8M | 35,785 | Added |
| 19 | CARY STREET PARTNERS FINANCIAL LLC | $1.4M | 27,279 | New |
| 20 | BENJAMIN EDWARDS INC | $1.4M | 26,963 | Trimmed |
| 21 | GTS SECURITIES LLC | $1.3M | 25,495 | New |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.3M | 24,883 | Hold |
| 23 | Heritage Trust Co | $758,590 | 14,886 | Added |
| 24 | Miller Global Investments, LLC | $728,881 | 14,303 | Trimmed |
| 25 | Pure Financial Advisors, LLC | $694,536 | 13,629 | Added |
Source: SEC Form 13F filings · as of 2026-06-30