UNIFIED SER TR

Watch

Share

MGMT·90470L550·US·etf·Unknown - Unknown

BALLAST SMLMD CP

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.

19

Holders

Avg rating(3 Elite)

$36.6M

Total Value

69% (19)

Fund Consensus

11 buying - 5 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

Get 5 free verdicts/month - sign up in 10 seconds

See how MGMT's score breaks down across 4 SEC sources

Holder Quality

3

★★★★★

Elite

7

★★★★

Strong

5

★★★

Solid

4

★★

Below

0

★

Weak

Held by 19 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

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%	+20.94%	28
RAYMOND JAMES FINANCIAL INC	Increased	119,599(+14.1%)	$5.4M	0.0%	+12.09%	31
Equitable Holdings, Inc.	New	90,939	$4.1M	0.0%	-1.59%	37
HighTower Advisors, LLC	Decreased	80,655(-24.8%)	$3.6M	0.0%	+28.76%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	79,265(+0.8%)	$3.6M	0.0%	+34.53%	27
WAWaverly Advisors, LLC	Decreased	59,788(-24.3%)	$2.7M	0.0%	+25.17%	0
Steward Partners Investment Advisory, LLC	Increased	49,313(+24.3%)	$2.2M	0.0%	+29.09%	32
HB Wealth Management, LLC	Increased	40,745(+789.8%)	$1.8M	0.0%	-0.70%	42
BENJAMIN EDWARDS INC	Increased	27,172(+0.8%)	$1.2M	0.0%	+22.77%	25
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	19,996(+32.6%)	$902,180	0.0%	+3.83%	32
STIFEL FINANCIAL CORP	Decreased	11,135(-89.4%)	$502,389	0.0%	+33.75%	0
Sanctuary Advisors, LLC	Unchanged	7,403	$334,009	0.0%	+22.81%	0
LPL Financial LLC	Decreased	4,842(-15.0%)	$218,461	0.0%	+22.92%	0
FIFTH THIRD BANCORP	New	3,644	$164,425	0.0%	-1.59%	31
MORGAN STANLEY	Increased	1,386(+407.7%)	$62,534	0.0%	+2.71%	23
UBS Group AG	New	346	$15,611	0.0%	-1.59%	28
OSAIC HOLDINGS, INC.	Decreased	300(-22.9%)	$13,536	0.0%	+26.32%	0
JPMORGAN CHASE & CO	Unchanged	99	$4,393	0.0%	+4.90%	0
FMR LLC	Unchanged	34	$1,534	0.0%	+13.94%	0

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

Other Unknown stocks held by institutions

FISVFISERV INC

343 holders · $19.6B

SPYSTATE STR SPDR S&P 500 ETF T

293 holders · $272.3B

IVVISHARES TR

265 holders · $436.1B

IWMISHARES TR

243 holders · $61.1B

VOOVANGUARD INDEX FDS

243 holders · $198.5B

QQQINVESCO QQQ TR

240 holders · $91.1B

GLDSPDR GOLD TR

240 holders · $39B

XLFSELECT SECTOR SPDR TR

223 holders · $30.1B

EFAISHARES TR

222 holders · $43.9B

XLVSELECT SECTOR SPDR TR

216 holders · $20.8B

High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

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