MGMT institutional holders

UNIFIED SER TR · 13F, 2026Q2

Managers holding54
Shares held2,827,869
Reported value$144.1m
Quarter flows10 new, 15 added, 16 trimmed, 4 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
CPC Advisors, LLC685,108$34.9m4.7%
RAYMOND JAMES FINANCIAL INC225,715$11.5m0.0%
Rockefeller Capital Management L.P.201,381$10.3m0.0%
Hedeker Wealth, LLC169,432$8.6m1.6%
Englebert Financial Advisers, LLC168,140$8.6m8.5%
First City Capital Management, Inc.150,619$7.7m3.7%
Weaver Consulting Group149,938$7.6m1.6%
Dakota Wealth Management145,061$7.4m0.1%
Commerce Advisors, LLC132,153$6.7m3.7%
ENVESTNET ASSET MANAGEMENT INC82,202$4.2m0.0%
Cape Investment Advisory, Inc.81,430$4.1m1.1%
Thomasville National Bank70,853$3.6m0.2%
Waverly Advisors, LLC57,215$2.9m0.0%
Steward Partners Investment Advisory, LLC49,148$2.5m0.0%
HB Wealth Management, LLC40,745$2.1m0.0%
HighTower Advisors, LLC40,452$2.1m0.0%
Argent Trust Co38,680$2.0m0.1%
Janney Montgomery Scott LLC35,785$1.8m0.0%
CARY STREET PARTNERS FINANCIAL LLC27,279$1.4m0.0%
BENJAMIN EDWARDS INC26,963$1.4m0.0%
GTS SECURITIES LLC25,495$1.3m0.0%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,883$1.3m0.1%
Heritage Trust Co14,886$758,5900.1%
Miller Global Investments, LLC14,303$728,8810.6%
Pure Financial Advisors, LLC13,629$694,5360.0%

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

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