Institutional Ownership
Unified Ser Tr
CUSIP 90470L568ABSLUTE SELCT VLABEQQ1 2026
Institutional Holders
20
13F filers
Shares Held
3.00M
Aggregate institutional
Institutional Value
$113.31M
Q1 2026
Net New Holders
+2
4 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased8
Decreased7
Sold out2
Institutional Holders
20 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | 847.2K | $31.98M | +399.6K | Added |
| 2 | Tectonic Advisors LLC | 612.4K | $23.12M | −12.7K | Reduced |
| 3 | St. James Investment Company, LLC | 307.1K | $11.59M | −33.9K | Reduced |
| 4 | Lpl Financial LLC | 260.7K | $9.84M | +46.0K | Added |
| 5 | Envestnet Asset Management Inc | 251.6K | $9.50M | +244.1K | Added |
| 6 | Osaic Holdings, Inc. | 188.8K | $7.13M | +3.6K | Added |
| 7 | Global View Capital Management LLC | 176.0K | $6.64M | +40.2K | Added |
| 8 | Onedigital Investment Advisors LLC | 131.4K | $4.96M | −1.1K | Reduced |
| 9 | Mainstay Capital Management LLC /Adv | 74.5K | $2.81M | +46 | Added |
| 10 | Raymond James Financial Inc | 44.2K | $1.67M | −7 | Reduced |
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