UNIFIED SER TR

Watch

Share

ABEQ·90470L568·US·ETF-13D/G

ABEQ (UNIFIED SER TR) is held by 12 institutional investors as of Q2 2026. Largest holders: Beacon Pointe Advisors, LLC ($31.3M), LPL Financial LLC ($11.2M), ENVESTNET ASSET MANAGEMENT INC ($10.4M). Net institutional sentiment: Mixed.

12

Holders

(2 Elite)

$68.4M

Total Value

58% (12)

Consensus

7 buying - 5 selling

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

Smart Money Verdict

View all

Loading verdict

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 12 funds

2 elite

Who's Trading

Source dates: Price Oct 19, 2026 · Insiders none · Activists May 9, 2025 · Congress none

ActivistTATECTONIC ADVISORS LLC23.1%May 9, 2025

View all activist filings

Top Holders

Top Holders (12)History

AllNewIncreasedHeldDecreasedExitedFirst report

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Beacon Pointe Advisors, LLC	Decreased	841,619(-0.7%)	$31.3M	0.1%	+18.94%	0
LPL Financial LLC	Increased	301,922(+15.8%)	$11.2M	0.0%	+8.38%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	278,918(+10.9%)	$10.4M	0.0%	+0.41%	31
OSAIC HOLDINGS, INC.	Increased	191,518(+1.4%)	$7.1M	0.0%	+15.95%	28
OneDigital Investment Advisors LLC	Decreased	131,203(-0.1%)	$4.9M	0.0%	+31.52%	0
RAYMOND JAMES FINANCIAL INC	Decreased	43,296(-2.0%)	$1.6M	0.0%	+25.29%	0
GOLDMAN SACHS GROUP INC	Unchanged	25,000	$930,000	0.0%	-0.92%	0
&PARTNERS	Increased	14,074(+149.0%)	$523,553	0.0%	+2.40%	39
CIBC WORLD MARKET INC.	Unchanged	10,000	$372,000	0.0%	+15.16%	0
UBS Group AG	New	730	$27,156	0.0%	+4.76%	30
ASSETMARK, INC	New	99	$3,683	0.0%	+4.76%	21
MORGAN STANLEY	New	1	$65	0.0%	+4.76%	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

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Similar stocks

FISVFISERV INC

336 holders · $21.1B

SPYSTATE STR SPDR S&P 500 ETF T

296 holders · $348.5B

IVVISHARES TR

263 holders · $566.9B

QQQINVESCO QQQ TR

246 holders · $125.8B

VOOVANGUARD INDEX FDS

246 holders · $265B

IWMISHARES TR

242 holders · $68.1B

GLDSPDR GOLD TR

238 holders · $33.2B

XLFSELECT SECTOR SPDR TR

225 holders · $31.5B

XLESELECT SECTOR SPDR TR

223 holders · $17.3B

EFAISHARES TR

221 holders · $47.1B

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