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 847k $32M 89% Mar 2026
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Tectonic Advisors 612k $23M -2% Mar 2026
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St. James Investment Company 307k $12M -10% Mar 2026
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LPL Financial 261k $9.8M 21% Mar 2026
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Envestnet Asset Management 252k $9.5M 3284% Mar 2026
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Advisor Group Holdings 189k $7.1M 2% Mar 2026
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Global View Capital Management 176k $6.6M 30% Mar 2026
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Resources Investment Advisors 131k $5.0M -1% Mar 2026
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Mainstay Capital Management 75k $2.8M 0% Mar 2026
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Raymond James Financial 44k $1.7M 0% Mar 2026
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Redwood Family Wealth 28k $1.1M 11% Mar 2026
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Goldman Sachs Group 25k $944k 100% Mar 2026
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Castleview Partners 20k $742k 2% Mar 2026
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CIBC World Markets 10k $378k 0% Mar 2026
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Gwn Securities 8.6k $325k -1% Mar 2026
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Citadel Advisors 7.5k $284k -56% Mar 2026
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Wiley Bros.-aintree Capital 5.7k $213k 100% Mar 2026
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Private Trust Co Na 2.8k $106k 100% Mar 2026
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Hantz Financial Services 535.00 $20k -84% Mar 2026
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Jones Financial Companies, L.L 415.00 $16k 100% Mar 2026
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Who sold out of Unified Ser Tr absolute core?

Fund or Company Name Date Sold Shares Held Valued At
UBS Group Dec 2025 489.00 $18k