Who Owns UNIFIED SER ABSOLUTE CORE (ABEQ)? -- Institutional Holders (2026-06-30)

27 institutions reported holding $113.1M of UNIFIED SER ABSOLUTE CORE (ABEQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Beacon Pointe Advisors, LLC ($31.3M), TECTONIC ADVISORS LLC ($22.7M), LPL Financial LLC ($11.2M), St. James Investment Company, LLC ($11.2M), ENVESTNET ASSET MANAGEMENT INC ($10.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Beacon Pointe Advisors, LLC	$31.3M	841,619	Trimmed
2	TECTONIC ADVISORS LLC	$22.7M	610,683	Trimmed
3	LPL Financial LLC	$11.2M	301,922	Added
4	St. James Investment Company, LLC	$11.2M	300,070	Trimmed
5	ENVESTNET ASSET MANAGEMENT INC	$10.4M	278,918	Added
6	OSAIC HOLDINGS, INC.	$7.1M	191,518	Added
7	Global View Capital Management LLC	$5.1M	135,793	Trimmed
8	OneDigital Investment Advisors LLC	$4.9M	131,203	Trimmed
9	MAINSTAY CAPITAL MANAGEMENT LLC /ADV	$1.6M	43,464	Trimmed
10	RAYMOND JAMES FINANCIAL INC	$1.6M	43,296	Trimmed
11	Redwood Family Wealth LLC	$1.1M	30,864	Added
12	GOLDMAN SACHS GROUP INC	$930,000	25,000	Hold
13	Castleview Partners, LLC	$762,712	20,503	Added
14	Weaver Consulting Group	$714,710	19,213	New
15	GTS SECURITIES LLC	$531,960	14,300	New
16	&PARTNERS	$523,553	14,074	Added
17	GWN SECURITIES INC.	$379,237	10,195	Added
18	CIBC WORLD MARKET INC.	$372,000	10,000	Hold
19	Arcus Capital Partners, LLC	$299,981	8,064	New
20	Regatta Research & Money Management	$165,265	4,443	New
21	PRIVATE TRUST CO NA	$104,813	2,818	Hold
22	UBS Group AG	$27,156	730	New
23	HANTZ FINANCIAL SERVICES, INC.	$20,000	535	Hold
24	ASSETMARK, INC	$3,683	99	New
25	MORGAN STANLEY	$65	1	New

Source: SEC Form 13F filings · as of 2026-06-30