Institutional Ownership
Unified Ser Tr
CUSIP 90470L550BALLAST SMLMD CPMGMTQ1 2026
Institutional Holders
48
13F filers
Shares Held
2.76M
Aggregate institutional
Institutional Value
$122.71M
Q1 2026
Net New Holders
+4
6 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased20
Decreased11
Sold out2
Institutional Holders
48 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Cpc Advisors, LLC | 674.7K | $30.44M | +1.4K | Added |
| 2 | Rockefeller Capital Management L.P. | 213.7K | $9.64M | +4.4K | Added |
| 3 | Englebert Financial Advisers, LLC | 170.8K | $7.70M | +20.7K | Added |
| 4 | Hedeker Wealth, LLC | 162.4K | $7.33M | +39.0K | Added |
| 5 | First City Capital Management, Inc. | 146.1K | $6.59M | +1.1K | Added |
| 6 | Dakota Wealth Management | 145.5K | $6.56M | −3.3K | Reduced |
| 7 | Weaver Consulting Group | 144.2K | $6.50M | +9.6K | Added |
| 8 | Raymond James Financial Inc | 119.6K | $5.40M | +14.8K | Added |
| 9 | Equitable Holdings, Inc. | 90.9K | $4.10M | +90.9K | New |
| 10 | Tactive Advisors, LLC | 81.7K | $3.69M | +20.2K | Added |
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