DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
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
0.7%
vs prior quarter
13F value held
$115M
64.0% inst. owned
of float
Holders
22
-67 QoQ
filers reporting
Activity
+34 / −36
+887 added · −803 reduced
this quarter
Concentration
27.84%
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 27.8% of the visible book. -67 net institutions QoQ — distribution reading.

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 2026
02
TECTONIC ADVISORS LLC
CIK 0001859918
$23M612K1.22%Q1 2026
03
St. James Investment Company, LLC
CIK 0001504492
$12M307K1.82%Q1 2026
04
LPL Financial LLC
CIK 0001403438
$10M261K0.00%Q1 2026
05
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M252K0.00%Q1 2026
06
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M189K0.01%Q1 2026
07
Global View Capital Management LLC
CIK 0001994495
$7M176K1.76%Q1 2026
08
OneDigital Investment Advisors LLC
CIK 0001690370
$5M131K0.05%Q1 2026
09
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$3M75K0.22%Q1 2026
10
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M44K0.00%Q1 2026
11
FULLCIRCLE WEALTH LLC
CIK 0002030910
$1M36K0.44%Q3 2025
12
Redwood Family Wealth LLC
CIK 0002116118
$1M28K1.04%Q1 2026
13
GOLDMAN SACHS GROUP INC
CIK 0000886982
$943,75025K0.00%Q1 2026
14
Castleview Partners, LLC
CIK 0001737088
$742,24120K0.38%Q1 2026
15
CITADEL ADVISORS LLC
CIK 0001423053
$607,40717K0.00%Q4 2025
16
CIBC WORLD MARKET INC.
CIK 0001421224
$377,50010K0.00%Q1 2026
17
GWN SECURITIES INC.
CIK 0001265905
$324,9729K0.06%Q1 2026
18
&PARTNERS
CIK 0000107136
$213,3636K0.00%Q1 2026
19
PRIVATE TRUST CO NA
CIK 0001277557
$106,3633K0.01%Q1 2026
20
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$15,5924150.00%Q1 2026
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