13F Insight
DOSSIER · 13F Holders · Q1 2026
ABEQ

UNIFIED SER TR

22 institutions still hold UNIFIED SER TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90470L568·22 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$113M
visible holders
Holders
22
filers reporting
Concentration
28.32%
Beacon Pointe Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

22 institutions reported ABEQ in Q1 2026. Beacon Pointe Advisors, LLC leads at 28.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Beacon Pointe Advisors, LLC
CIK 0001744317
$32M847K0.17%Q1 202602
TECTONIC ADVISORS LLC
CIK 0001859918
$23M611K1.09%Q2 202603
St. James Investment Company, LLC
CIK 0001504492
$12M307K1.82%Q1 202604
LPL Financial LLC
CIK 0001403438
$10M261K0.00%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M252K0.00%Q1 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M189K0.01%Q1 202607
Global View Capital Management LLC
CIK 0001994495
$5M136K1.04%Q2 202608
OneDigital Investment Advisors LLC
CIK 0001690370
$5M131K0.05%Q1 202609
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$3M75K0.22%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M44K0.00%Q1 202611
FULLCIRCLE WEALTH LLC
CIK 0002030910
$1M36K0.44%Q3 202512
Redwood Family Wealth LLC
CIK 0002116118
$1M28K1.04%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$944K25K0.00%Q1 202614
Castleview Partners, LLC
CIK 0001737088
$763K21K0.34%Q2 202615
CITADEL ADVISORS LLC
CIK 0001423053
$607K17K0.00%Q4 202516
CIBC WORLD MARKET INC.
CIK 0001421224
$378K10K0.00%Q1 202617
GWN SECURITIES INC.
CIK 0001265905
$325K9K0.06%Q1 202618
&PARTNERS
CIK 0000107136
$213K6K0.00%Q1 202619
PRIVATE TRUST CO NA
CIK 0001277557
$106K3K0.01%Q1 202620
HANTZ FINANCIAL SERVICES, INC.
CIK 0001071061
$20K5350.00%Q1 2026
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