UNIFIED SER TR

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MGMT·90470L550·US·ETF·Unknown - Unknown

MGMT (UNIFIED SER TR) is held by 19 institutional investors as of Q1 2026. Largest holders: Rockefeller Capital Management L.P. ($9.6M), RAYMOND JAMES FINANCIAL INC ($5.4M), Equitable Holdings, Inc. ($4.1M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (19)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Rockefeller Capital Management L.P.	Increased	213,707(+2.1%)	$9.6M	0.0%	+29.26%	28
RAYMOND JAMES FINANCIAL INC	Increased	119,599(+14.1%)	$5.4M	0.0%	+19.80%	31
Equitable Holdings, Inc.	New	90,939	$4.1M	0.0%	+5.18%	37
HighTower Advisors, LLC	Decreased	80,655(-24.8%)	$3.6M	0.0%	+37.63%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	79,265(+0.8%)	$3.6M	0.0%	+43.79%	27
WAWaverly Advisors, LLC	Decreased	59,788(-24.3%)	$2.7M	0.0%	+33.79%	0
Steward Partners Investment Advisory, LLC	Increased	49,313(+24.3%)	$2.2M	0.0%	+37.98%	32
HB Wealth Management, LLC	Increased	40,745(+789.8%)	$1.8M	0.0%	+6.14%	42
BENJAMIN EDWARDS INC	Increased	27,172(+0.8%)	$1.2M	0.0%	+31.22%	25
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	19,996(+32.6%)	$902,180	0.0%	+10.98%	32
STIFEL FINANCIAL CORP	Decreased	11,135(-89.4%)	$502,389	0.0%	+42.96%	0
Sanctuary Advisors, LLC	Unchanged	7,403	$334,009	0.0%	+31.26%	0
LPL Financial LLC	Decreased	4,842(-15.0%)	$218,461	0.0%	+31.39%	0
FIFTH THIRD BANCORP	New	3,644	$164,425	0.0%	+5.18%	31
MORGAN STANLEY	Increased	1,386(+407.7%)	$62,534	0.0%	+9.78%	23
UBS Group AG	New	346	$15,611	0.0%	+5.18%	28
OSAIC HOLDINGS, INC.	Decreased	300(-22.9%)	$13,536	0.0%	+35.01%	0
JPMORGAN CHASE & CO	Unchanged	99	$4,393	0.0%	+12.12%	0
FMR LLC	Unchanged	34	$1,534	0.0%	+21.78%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer