MGMT UNIFIED SER TR: institutional ownership and insider trading

57 funds reported holding $153M of UNIFIED SER TR in their latest 13F filings; in Q2 2026 funds net sold $611K, with 6 new positions and 4 funds selling out.

Famous investors holding MGMT

Largest institutional holders of MGMT

  1. CPC Advisors, LLC — $33.6M
  2. RAYMOND JAMES FINANCIAL INC (RJF, RJF-PB) — $11.5M
  3. Rockefeller Capital Management L.P. — $10.3M
  4. Lokken Investment Group LLC — $10.3M
  5. Hedeker Wealth, LLC — $8.95M
  6. Englebert Financial Advisers, LLC — $7.92M
  7. First City Capital Management, Inc. — $7.68M
  8. Dakota Wealth Management — $7.39M
  9. Weaver Consulting Group — $7.32M
  10. Commerce Advisors, LLC — $6.37M

All MGMT 13F holders