8 institutions reported holding $40.9M of Unified Series Trust/Absolute Core Strat (ABEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: TECTONIC ADVISORS LLC ($22.7M), ENVESTNET ASSET MANAGEMENT INC ($10.4M), Global View Capital Management LLC ($5.1M), Redwood Family Wealth LLC ($1.1M), Castleview Partners, LLC ($762,712). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TECTONIC ADVISORS LLC | $22.7M | 610,683 | Trimmed |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $10.4M | 278,918 | Added |
| 3 | Global View Capital Management LLC | $5.1M | 135,793 | Trimmed |
| 4 | Redwood Family Wealth LLC | $1.1M | 30,864 | Added |
| 5 | Castleview Partners, LLC | $762,712 | 20,503 | Added |
| 6 | Weaver Consulting Group | $714,710 | 19,213 | New |
| 7 | PRIVATE TRUST CO NA | $104,813 | 2,818 | Hold |
| 8 | ASSETMARK, INC | $3,683 | 99 | New |
Source: SEC Form 13F filings · as of 2026-06-30