UNIFIED SER TR

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ABEQ·90470L568·US·ETF·Unknown - Unknown-13D/G

ABEQ (UNIFIED SER TR) is held by 11 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($11.2M), ENVESTNET ASSET MANAGEMENT INC ($10.4M), OSAIC HOLDINGS, INC. ($7.1M). Net institutional sentiment: Mixed.

11

Holders

(2 Elite)

$37.1M

Total Value

64% (11)

Consensus

7 buying - 4 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)59

Insider (Form 4)64

Activist (13D/13G)25

Congressional (STOCK Act)38

Holder Quality

76

★★★★★

Elite

66

★★★★

Strong

84

★★★

Solid

42

★★

Below

83

★

Weak

Held by 11 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists May 9, 2025 · Congress none

ActivistTATECTONIC ADVISORS LLC23.1%May 9, 2025

View all activist filings

Top Holders

Top Holders (11)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	301,922(+15.8%)	$11.2M	0.0%	+9.44%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	278,918(+10.9%)	$10.4M	0.0%	+1.39%	31
OSAIC HOLDINGS, INC.	Increased	191,518(+1.4%)	$7.1M	0.0%	+17.09%	28
OneDigital Investment Advisors LLC	Decreased	131,203(-0.1%)	$4.9M	0.0%	+32.80%	0
RAYMOND JAMES FINANCIAL INC	Decreased	43,296(-2.0%)	$1.6M	0.0%	+26.51%	0
GOLDMAN SACHS GROUP INC	Unchanged	25,000	$930,000	0.0%	+0.05%	0
&PARTNERS	Increased	14,074(+149.0%)	$523,553	0.0%	+3.40%	39
CIBC WORLD MARKET INC.	Unchanged	10,000	$372,000	0.0%	+16.29%	0
UBS Group AG	New	730	$27,156	0.0%	+5.78%	30
ASSETMARK, INC	New	99	$3,683	0.0%	+5.78%	21
MORGAN STANLEY	New	1	$65	0.0%	+5.78%	17
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$283,842	0.0%	+4.16%	0
JONES FINANCIAL COMPANIES LLLP	Exited	0(-100.0%)	$15,592	0.0%	-5.42%	0

ABEQUNIFIED SER TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer