CUSIP 90470L550
UNIFIED SER TR
71 institutions · $139.6M total · 3,273,772 shares · UFI
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Consolidated Planning Corp | 673,261 | $29.8M | 20.56% | 2025-12-31 |
| 2 | Lokken Investment Group LLC | 232,897 | $10.3M | 7.11% | 2025-09-30 |
| 3 | Rockefeller Capital Management L.P. | 209,289 | $9.3M | 6.39% | 2025-12-31 |
| 4 | Englebert Financial Advisers, LLC | 150,049 | $6.7M | 4.58% | 2025-12-31 |
| 5 | Dakota Wealth Management | 148,718 | $6.6M | 4.54% | 2025-12-31 |
| 6 | First City Capital Management, Inc. | 145,021 | $6.4M | 4.42% | 2025-12-31 |
| 7 | Weaver Consulting Group | 134,570 | $6.0M | 4.11% | 2025-12-31 |
| 8 | Hedeker Wealth, LLC | 123,366 | $5.5M | 3.76% | 2025-12-31 |
| 9 | HighTower Advisors, LLC | 107,187 | $4.8M | 3.27% | 2025-12-31 |
| 10 | RAYMOND JAMES FINANCIAL INC | 94,038 | $4.2M | 2.87% | 2025-12-31 |
| 11 | STIFEL FINANCIAL CORP | 93,680 | $4.2M | 2.86% | 2025-12-31 |
| 12 | Cape Investment Advisory, Inc. | 80,791 | $3.6M | 2.46% | 2025-12-31 |
| 13 | Waverly Advisors, LLC | 79,005 | $3.5M | 2.41% | 2025-12-31 |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 78,627 | $3.5M | 2.40% | 2025-12-31 |
| 15 | Thomasville National Bank | 69,305 | $3.1M | 2.11% | 2025-12-31 |
| 16 | RAYMOND JAMES & ASSOCIATES | 78,260 | $3.0M | 2.39% | 2024-09-30 |
| 17 | Tactive Advisors, LLC | 61,569 | $2.7M | 1.88% | 2025-12-31 |
| 18 | Employees' Retirement Fund of the City of Fort Worth | 56,800 | $2.5M | 1.73% | 2025-12-31 |
| 19 | Resource Planning Group | 64,109 | $2.2M | 1.95% | 2023-12-31 |
| 20 | Steward Partners Investment Advisory, LLC | 39,684 | $1.8M | 1.21% | 2025-12-31 |
| 21 | Argent Trust Co | 36,680 | $1.6M | 1.12% | 2025-12-31 |
| 22 | Raymond James Financial Services Advisors, Inc. | 45,030 | $1.6M | 1.37% | 2024-06-30 |
| 23 | BENJAMIN EDWARDS INC | 26,959 | $1.2M | 0.82% | 2025-12-31 |
| 24 | SPC Financial, Inc. | 27,953 | $1.1M | 0.85% | 2025-06-30 |
| 25 | NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 24,883 | $1.1M | 0.76% | 2025-12-31 |
| 26 | Pursuit Wealth Management LLC | 24,748 | $1.1M | 0.75% | 2025-12-31 |
| 27 | RAYMOND JAMES TRUST N.A. | 19,955 | $768.5K | 0.60% | 2024-09-30 |
| 28 | Krilogy Financial LLC | 15,549 | $745.0K | 0.47% | 2025-12-31 |
| 29 | Miller Global Investments, LLC | 16,020 | $710.2K | 0.48% | 2025-12-31 |
| 30 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,085 | $668.7K | 0.46% | 2025-12-31 |
| 31 | Pure Financial Advisors, LLC | 14,054 | $623.0K | 0.42% | 2025-12-31 |
| 32 | Heritage Trust Co | 13,277 | $588.6K | 0.40% | 2025-12-31 |
| 33 | MERCER GLOBAL ADVISORS INC /ADV | 13,761 | $526.1K | 0.42% | 2024-09-30 |
| 34 | TWO SIGMA INVESTMENTS, LP | 11,100 | $489.0K | 0.33% | 2025-09-30 |
| 35 | Prime Capital Investment Advisors, LLC | 12,054 | $465.3K | 0.36% | 2025-03-31 |
| 36 | CITADEL ADVISORS LLC | 10,337 | $455.3K | 0.31% | 2025-09-30 |
| 37 | Integrated Advisors Network LLC | 10,915 | $430.9K | 0.33% | 2025-06-30 |
| 38 | Frontier Asset Management, LLC | 8,972 | $397.7K | 0.27% | 2025-12-31 |
| 39 | Argent Financial Group, Inc. | 10,237 | $394.3K | 0.31% | 2024-09-30 |
| 40 | JANE STREET GROUP, LLC | 10,113 | $389.5K | 0.30% | 2024-09-30 |
| 41 | Centric Wealth Management | 10,859 | $388.9K | 0.33% | 2024-03-31 |
| 42 | GTS SECURITIES LLC | 8,229 | $364.8K | 0.25% | 2025-12-31 |
| 43 | Sage Mountain Advisors LLC | 10,290 | $354.5K | 0.31% | 2023-12-31 |
| 44 | VeraBank, N.A. | 7,824 | $346.8K | 0.23% | 2025-12-31 |
| 45 | Summit Asset Management, LLC | 7,650 | $339.1K | 0.23% | 2025-12-31 |
| 46 | Sanctuary Advisors, LLC | 7,403 | $328.2K | 0.22% | 2025-12-31 |
| 47 | SpringVest Wealth Management LLC | 7,283 | $322.9K | 0.22% | 2025-12-31 |
| 48 | LPL Financial LLC | 5,695 | $252.5K | 0.17% | 2025-12-31 |
| 49 | QUANTIFY CHAOS ADVISORS, LLC | 5,284 | $234.2K | 0.16% | 2025-12-31 |
| 50 | Strategic Blueprint, LLC | 6,228 | $223.5K | 0.19% | 2024-06-30 |
| 51 | Atlas Brown,Inc. | 5,000 | $221.7K | 0.15% | 2025-12-31 |
| 52 | U.S. Capital Wealth Advisors, LLC | 5,000 | $221.7K | 0.15% | 2025-12-31 |
| 53 | Tidal Investments LLC | 5,418 | $208.7K | 0.16% | 2024-09-30 |
| 54 | Baird Financial Group, Inc. | 5,000 | $207.9K | 0.15% | 2024-12-31 |
| 55 | HB Wealth Management, LLC | 4,579 | $203.0K | 0.13% | 2025-12-31 |
| 56 | COMERICA BANK | 3,632 | $161.0K | 0.11% | 2025-12-31 |
| 57 | Global Retirement Partners, LLC | 3,322 | $147.3K | 0.10% | 2025-12-31 |
| 58 | UBS Group AG | 3,484 | $137.5K | 0.10% | 2025-06-30 |
| 59 | HARBOR INVESTMENT ADVISORY, LLC | 655 | $29.0K | 0.02% | 2025-12-31 |
| 60 | OSAIC HOLDINGS, INC. | 389 | $17.2K | 0.01% | 2025-12-31 |
| 61 | MORGAN STANLEY | 273 | $12.1K | 0.00% | 2025-12-31 |
| 62 | IFP Advisors, Inc | 179 | $7.9K | 0.00% | 2025-12-31 |
| 63 | JPMORGAN CHASE & CO | 99 | $4.4K | 0.00% | 2025-12-31 |
| 64 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 57 | $2.4K | 0.00% | 2024-12-31 |
| 65 | FMR LLC | 34 | $1.5K | 0.00% | 2025-12-31 |
| 66 | Janney Montgomery Scott LLC | 32,558 | $1.4K | 0.99% | 2025-12-31 |
| 67 | BENJAMIN F. EDWARDS & COMPANY, INC. | 25,094 | $900 | 0.76% | 2024-06-30 |
| 68 | Capital Advisors, Ltd. LLC | 7,882 | $349 | 0.24% | 2025-12-31 |
| 69 | HRT FINANCIAL LP | 6,463 | $284 | 0.19% | 2025-09-30 |
| 70 | WELLS FARGO & COMPANY/MN | 1 | $36 | 0.00% | 2025-06-30 |
| 71 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |