UNIFIED SER TR (MGMT) is held by 21 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is RAYMOND JAMES FINANCIAL INC as of Q2 2026.

Are institutions buying or selling MGMT?

In Q2 2026, 8 institutions opened or increased positions in UNIFIED SER TR while 10 reduced or exited — a net selling quarter.

What is the Smart Money Verdict on MGMT?

HoldingsIntel scores UNIFIED SER TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for MGMT. In Q2 2026, the institutional leg showed net outflows: 8 buying versus 10 selling.

How many hedge funds hold MGMT?

21 institutional investors report holding UNIFIED SER TR (MGMT) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into MGMT?

As of Q2 2026, tracked institutions in UNIFIED SER TR show 8 buyers versus 10 sellers — net outflows.

UNIFIED SER TR

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

Holders

(1 Elite)

$39.2M

Total Value

44% (18)

Consensus

8 buying - 10 selling

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

Smart Money Verdict

View all

Held by 21 funds

1 elite

Who's Trading

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

No recent insider, activist, or congressional trades for MGMT.

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Increased	225,715(+88.7%)	$11.5M	0.0%	+11.27%	44
Rockefeller Capital Management L.P.	Decreased	201,381(-5.8%)	$10.3M	0.0%	+28.23%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	82,202(+3.7%)	$4.2M	0.0%	+44.81%	28
WAWaverly Advisors, LLC	Decreased	57,215(-4.3%)	$2.9M	0.0%	+36.96%	0
Steward Partners Investment Advisory, LLC	Decreased	49,148(-0.3%)	$2.5M	0.0%	+41.25%	0
HB Wealth Management, LLC	Unchanged	40,745	$2.1M	0.0%	+8.65%	0
HighTower Advisors, LLC	Decreased	40,452(-49.9%)	$2.1M	0.0%	+40.89%	0
BENJAMIN EDWARDS INC	Decreased	26,963(-0.8%)	$1.4M	0.0%	+34.33%	0
CITADEL ADVISORS LLC	New	12,026	$612,845	0.0%	+0.74%	34
STIFEL FINANCIAL CORP	Decreased	10,575(-5.0%)	$538,902	0.0%	+46.35%	0
Sanctuary Advisors, LLC	Unchanged	7,403	$377,257	0.0%	+25.32%	0
JPMORGAN CHASE & CO	Increased	6,493(+6458.6%)	$328,968	0.0%	+0.93%	26
LPL Financial LLC	Decreased	4,593(-5.1%)	$234,059	0.0%	+34.50%	0
FIFTH THIRD BANCORP	Unchanged	3,644	$185,716	0.0%	+7.67%	0
MORGAN STANLEY	Decreased	596(-57.0%)	$30,372	0.0%	+12.38%	0
OSAIC HOLDINGS, INC.	Unchanged	300	$15,288	0.0%	+38.21%	0
JONES FINANCIAL COMPANIES LLLP	New	286	$14,454	0.0%	+0.74%	27
BlackRock, Inc.	New	249	$12,681	0.0%	+0.74%	27
IWIntegrated Wealth Concepts LLC	New	102	$5,198	0.0%	+0.74%	23
FMR LLC	Unchanged	34	$1,733	0.0%	+24.67%	0

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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

UNIFIED SER TR

Smart Money Verdict

Who's Trading

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