Who owns Unified Ser Tr absolute core?

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Analyze quarterly positions in Unified Ser Tr absolute core with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Unified Ser Tr absolute core stock

Who bought or sold Unified Ser Tr absolute core this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Beacon Pointe Advisors 842k $31M -1% Jun 2026
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Tectonic Advisors 612k $23M -2% Mar 2026
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LPL Financial 302k $11M 16% Jun 2026
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St. James Investment Company 300k $11M -2% Jun 2026
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Envestnet Asset Management 279k $10M 11% Jun 2026
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Advisor Group Holdings 192k $7.1M 1% Jun 2026
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Global View Capital Management 136k $5.1M -23% Jun 2026
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Resources Investment Advisors 131k $4.9M 0% Jun 2026
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Mainstay Capital Management 44k $1.6M -42% Jun 2026
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Raymond James Financial 43k $1.6M -2% Jun 2026
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Redwood Family Wealth 31k $1.1M 10% Jun 2026
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Goldman Sachs Group 25k $930k 0% Jun 2026
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Castleview Partners 21k $763k 4% Jun 2026
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Weaver Consulting Group 19k $715k 100% Jun 2026
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Gts Securities 14k $532k 100% Jun 2026
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Wiley Bros.-aintree Capital 14k $524k 149% Jun 2026
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Gwn Securities 10k $379k 18% Jun 2026
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CIBC World Markets 10k $372k 0% Jun 2026
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Arcus Capital Partners 8.1k $300k 100% Jun 2026
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Private Trust Co Na 2.8k $105k 0% Jun 2026
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UBS Group 730.00 $27k 100% Jun 2026
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Hantz Financial Services 535.00 $20k 0% Jun 2026
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Assetmark 99.00 $3.7k 100% Jun 2026
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Who sold out of Unified Ser Tr absolute core?

Fund or Company Name Date Sold Shares Held Valued At
Citadel Advisors Mar 2026 7.5k $284k
Jones Financial Companies, L.L Mar 2026 415.00 $16k