22 institutions reported holding $113.3M of UNIFIED SER TR (ABEQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: Beacon Pointe Advisors, LLC ($32.0M), TECTONIC ADVISORS LLC ($23.1M), St. James Investment Company, LLC ($11.6M), LPL Financial LLC ($9.8M), ENVESTNET ASSET MANAGEMENT INC ($9.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Beacon Pointe Advisors, LLC | $32.0M | 847,189 | Added |
| 2 | TECTONIC ADVISORS LLC | $23.1M | 612,396 | Trimmed |
| 3 | St. James Investment Company, LLC | $11.6M | 307,065 | Trimmed |
| 4 | LPL Financial LLC | $9.8M | 260,700 | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $9.5M | 251,569 | Added |
| 6 | OSAIC HOLDINGS, INC. | $7.1M | 188,792 | Added |
| 7 | Global View Capital Management LLC | $6.6M | 175,988 | Added |
| 8 | OneDigital Investment Advisors LLC | $5.0M | 131,382 | Trimmed |
| 9 | MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $2.8M | 74,506 | Added |
| 10 | RAYMOND JAMES FINANCIAL INC | $1.7M | 44,196 | Trimmed |
| 11 | Redwood Family Wealth LLC | $1.1M | 28,122 | Added |
| 12 | GOLDMAN SACHS GROUP INC | $943,750 | 25,000 | New |
| 13 | Castleview Partners, LLC | $742,241 | 19,662 | Added |
| 14 | CIBC WORLD MARKET INC. | $377,500 | 10,000 | Hold |
| 15 | GWN SECURITIES INC. | $324,972 | 8,608 | Trimmed |
| 16 | CITADEL ADVISORS LLC | $283,842 | 7,519 | Trimmed |
| 17 | &PARTNERS | $213,363 | 5,652 | New |
| 18 | PRIVATE TRUST CO NA | $106,363 | 2,818 | New |
| 19 | HANTZ FINANCIAL SERVICES, INC. | $20,000 | 535 | Trimmed |
| 20 | JONES FINANCIAL COMPANIES LLLP | $15,592 | 415 | New |
| 21 | MORGAN STANLEY | $0 | 0 | Exited |
| 22 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31