Institutional Ownership
Unified Ser Tr
CUSIP 90470L550BALLAST SMLMD CPMGMTQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
48
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Cpc Advisors, LLC | 674.7K | $30.44M |
| 2 | Rockefeller Capital Management L.P. | 213.7K | $9.64M |
| 3 | Englebert Financial Advisers, LLC | 170.8K | $7.70M |
| 4 | Hedeker Wealth, LLC | 162.4K | $7.33M |
| 5 | First City Capital Management, Inc. | 146.1K | $6.59M |
| 6 | Dakota Wealth Management | 145.5K | $6.56M |
| 7 | Weaver Consulting Group | 144.2K | $6.50M |
| 8 | Raymond James Financial Inc | 119.6K | $5.40M |
| 9 | Equitable Holdings, Inc. | 90.9K | $4.10M |
| 10 | Tactive Advisors, LLC | 81.7K | $3.69M |