16 institutions reported holding $7.9M of UNITY SOFTWARE I (U) in SEC 13F filings for 2026-06-30. Largest institutional holders: Affinity Capital Advisors, LLC ($3.4M), TTRF Capital Ltd ($1.7M), MOODY NATIONAL BANK TRUST DIVISION ($1.2M), Assenagon Asset Management S.A. ($756,941), 180 WEALTH ADVISORS, LLC ($380,285). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Affinity Capital Advisors, LLC | $3.4M | 114,550 | Trimmed |
| 2 | TTRF Capital Ltd | $1.7M | 59,101 | New |
| 3 | MOODY NATIONAL BANK TRUST DIVISION | $1.2M | 43,297 | Trimmed |
| 4 | Assenagon Asset Management S.A. | $756,941 | 26,485 | New |
| 5 | 180 WEALTH ADVISORS, LLC | $380,285 | 13,306 | Trimmed |
| 6 | GAMMA Investing LLC | $168,908 | 5,910 | Added |
| 7 | CX Institutional | $134,000 | 4,691 | Added |
| 8 | ELEVATION WEALTH PARTNERS, LLC | $65,334 | 2,286 | Added |
| 9 | Versant Capital Management, Inc | $58,332 | 2,041 | Added |
| 10 | MassMutual Private Wealth & Trust, FSB | $23,836 | 834 | Trimmed |
| 11 | CoreCap Advisors, LLC | $7,202 | 252 | Trimmed |
| 12 | Cedar Mountain Advisors, LLC | $6,716 | 235 | Hold |
| 13 | Dogwood Wealth Management LLC | $4,630 | 162 | Hold |
| 14 | Retirement Wealth Solutions LLC | $2,601 | 91 | Added |
| 15 | West Financial Advisors, LLC | $972 | 34 | New |
| 16 | FNY Investment Advisers, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30