Who Owns UNIFIED SER TR (MGMT)? -- Institutional Holders (2026-03-31)
50 institutions reported holding $124.6M of UNIFIED SER TR (MGMT) in SEC 13F filings for 2026-03-31. Largest institutional holders: CPC Advisors, LLC ($30.4M), Rockefeller Capital Management L.P. ($9.6M), Englebert Financial Advisers, LLC ($7.7M), Hedeker Wealth, LLC ($7.3M), First City Capital Management, Inc. ($6.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | CPC Advisors, LLC | $30.4M | 674,688 | Added |
| 2 | Rockefeller Capital Management L.P. | $9.6M | 213,707 | Added |
| 3 | Englebert Financial Advisers, LLC | $7.7M | 170,753 | Added |
| 4 | Hedeker Wealth, LLC | $7.3M | 162,360 | Added |
| 5 | First City Capital Management, Inc. | $6.6M | 146,074 | Added |
| 6 | Dakota Wealth Management | $6.6M | 145,463 | Trimmed |
| 7 | Weaver Consulting Group | $6.5M | 144,168 | Added |
| 8 | RAYMOND JAMES FINANCIAL INC | $5.4M | 119,599 | Added |
| 9 | Equitable Holdings, Inc. | $4.1M | 90,939 | New |
| 10 | Tactive Advisors, LLC | $3.7M | 81,744 | Added |
| 11 | Cape Investment Advisory, Inc. | $3.7M | 81,233 | Added |
| 12 | HighTower Advisors, LLC | $3.6M | 80,655 | Trimmed |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $3.6M | 79,265 | Added |
| 14 | Waverly Advisors, LLC | $2.7M | 59,788 | Trimmed |
| 15 | Commerce Advisors, LLC | $2.6M | 57,806 | New |
| 16 | Employees' Retirement Fund of the City of Fort Worth | $2.6M | 56,800 | Hold |
| 17 | Steward Partners Investment Advisory, LLC | $2.2M | 49,313 | Added |
| 18 | HB Wealth Management, LLC | $1.8M | 40,745 | Added |
| 19 | Argent Trust Co | $1.7M | 38,680 | Added |
| 20 | Janney Montgomery Scott LLC | $1.6M | 34,589 | Added |
| 21 | BENJAMIN EDWARDS INC | $1.2M | 27,172 | Added |
| 22 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $1.1M | 24,883 | Hold |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $902,180 | 19,996 | Added |
| 24 | Krilogy Financial LLC | $670,033 | 14,229 | Trimmed |
| 25 | Miller Global Investments, LLC | $657,685 | 14,577 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31