13F Insight
DOSSIER · 13F Holders · Q2 2026
ABEQ

UNIFIED SER TR

27 institutions still hold UNIFIED SER TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90470L568·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$114M
visible holders
Holders
27
filers reporting
Concentration
27.47%
Beacon Pointe Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported ABEQ in Q2 2026. Beacon Pointe Advisors, LLC leads at 27.5% 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
$31M842K0.15%Q2 202602
TECTONIC ADVISORS LLC
CIK 0001859918
$23M611K1.09%Q2 202603
LPL Financial LLC
CIK 0001403438
$11M302K0.00%Q2 202604
St. James Investment Company, LLC
CIK 0001504492
$11M300K1.77%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$10M279K0.00%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M192K0.01%Q2 202607
Global View Capital Management LLC
CIK 0001994495
$5M136K1.04%Q2 202608
OneDigital Investment Advisors LLC
CIK 0001690370
$5M131K0.04%Q2 202609
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$2M43K0.12%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M43K0.00%Q2 202611
FULLCIRCLE WEALTH LLC
CIK 0002030910
$1M36K0.44%Q3 202512
Redwood Family Wealth LLC
CIK 0002116118
$1M31K1.01%Q2 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$930K25K0.00%Q2 202614
Castleview Partners, LLC
CIK 0001737088
$763K21K0.34%Q2 202615
Weaver Consulting Group
CIK 0001780055
$715K19K0.15%Q2 202616
GTS SECURITIES LLC
CIK 0001452765· Market maker
$532K14K0.01%Q2 202617
&PARTNERS
CIK 0000107136
$524K14K0.00%Q2 202618
GWN SECURITIES INC.
CIK 0001265905
$379K10K0.06%Q2 202619
CIBC WORLD MARKET INC.
CIK 0001421224
$372K10K0.00%Q2 202620
Arcus Capital Partners, LLC
CIK 0001651960
$300K8K0.12%Q2 2026
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