ABEQ institutional holders

UNIFIED SER TR · 13F, 2026Q2

Managers holding25
Shares held3,039,325
Reported value$113.1m
Quarter flows7 new, 7 added, 7 trimmed, 2 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
Beacon Pointe Advisors, LLC841,619$31.3m0.1%
TECTONIC ADVISORS LLC610,683$22.7m1.1%
LPL Financial LLC301,922$11.2m0.0%
St. James Investment Company, LLC300,070$11.2m1.8%
ENVESTNET ASSET MANAGEMENT INC278,918$10.4m0.0%
OSAIC HOLDINGS, INC.191,518$7.1m0.0%
Global View Capital Management LLC135,793$5.1m1.0%
OneDigital Investment Advisors LLC131,203$4.9m0.0%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV43,464$1.6m0.1%
RAYMOND JAMES FINANCIAL INC43,296$1.6m0.0%
Redwood Family Wealth LLC30,864$1.1m1.0%
GOLDMAN SACHS GROUP INC25,000$930,0000.0%
Castleview Partners, LLC20,503$762,7120.3%
Weaver Consulting Group19,213$714,7100.1%
GTS SECURITIES LLC14,300$531,9600.0%
&PARTNERS14,074$523,5530.0%
GWN SECURITIES INC.10,195$379,2370.1%
CIBC WORLD MARKET INC.10,000$372,0000.0%
Arcus Capital Partners, LLC8,064$299,9810.1%
Regatta Research & Money Management4,443$165,2650.2%
PRIVATE TRUST CO NA2,818$104,8130.0%
UBS Group AG730$27,1560.0%
HANTZ FINANCIAL SERVICES, INC.535$20,0000.0%
ASSETMARK, INC99$3,6830.0%
MORGAN STANLEY1$650.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("ABEQ"). ABEQ price history · All 13F data

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