ABEQ UNIFIED SER TR: institutional ownership and insider trading

28 funds reported holding $115M of UNIFIED SER TR in their latest 13F filings; in Q2 2026 funds net bought $1.22M, with 6 new positions and 2 funds selling out.

Largest institutional holders of ABEQ

  1. Beacon Pointe Advisors, LLC — $31.3M
  2. TECTONIC ADVISORS LLC — $22.1M
  3. LPL Financial LLC — $11.2M
  4. St. James Investment Company, LLC — $11.2M
  5. ENVESTNET ASSET MANAGEMENT INC — $10.4M
  6. OSAIC HOLDINGS, INC. — $7.12M
  7. Global View Capital Management LLC — $5.05M
  8. OneDigital Investment Advisors LLC — $4.88M
  9. MAINSTAY CAPITAL MANAGEMENT LLC /ADV — $1.62M
  10. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $1.61M

All ABEQ 13F holders