Institutional Ownership
Unified Ser Tr
CUSIP 90470L568ABSLUTE SELCT VLABEQQ1 2026
13D / 13G Filings
9
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
32.3%
Max % of class reported
Institutional Holders
20
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
9 filings · latest May 9, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | May 9, 2025 | Tectonic Advisors LLC | 13G/A | 23.1% | 658.7K | SEC |
| 2 | Feb 12, 2024 | Tectonic Advisors LLC | 13G/A | 25.4% | 699.1K | SEC |
| 3 | Oct 25, 2023 | Tectonic Advisors LLC | 13G/A | 21.1% | 659.6K | SEC |
| 4 | Oct 25, 2023 | Tectonic Advisors LLC | 13G/A | 32.3% | 630.5K | SEC |
| 5 | Jul 13, 2023 | Tectonic Advisors LLC | 13G/A | 29.4% | 514.9K | SEC |
| 6 | Jul 13, 2023 | Tectonic Advisors LLC | 13G/A | 23.6% | 354.1K | SEC |
| 7 | Jul 13, 2023 | Tectonic Advisors LLC | 13G/A | 18.0% | 265.3K | SEC |
| 8 | Jul 12, 2023 | Tectonic Advisors LLC | 13G/A | 10.7% | 147.7K | SEC |
| 9 | Jun 28, 2023 | Tectonic Advisors LLC | 13G | — | — | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | 847.2K | $31.98M |
| 2 | Tectonic Advisors LLC | 612.4K | $23.12M |
| 3 | St. James Investment Company, LLC | 307.1K | $11.59M |
| 4 | Lpl Financial LLC | 260.7K | $9.84M |
| 5 | Envestnet Asset Management Inc | 251.6K | $9.50M |
| 6 | Osaic Holdings, Inc. | 188.8K | $7.13M |
| 7 | Global View Capital Management LLC | 176.0K | $6.64M |
| 8 | Onedigital Investment Advisors LLC | 131.4K | $4.96M |
| 9 | Mainstay Capital Management LLC /Adv | 74.5K | $2.81M |
| 10 | Raymond James Financial Inc | 44.2K | $1.67M |