UNIFIED SER TR

$MGMT
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Institutional coverage

47 13F filers hold $MGMT.

13F holders
47
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

No exposure this quarter

No top-200 alpha managers currently hold $MGMT. The institutional holders table below shows the broader 13F picture.

Institutional holders

Top 10 of 47 · Source: 13F-HR
01
CPC Advisors, LLC
4.94% of portfolio
674,688 sh
02
HBC Financial Services, PLLC
4.96% of portfolio
674,688 sh
03
Sb Investment Advisers (uk) Ltd.
0.02% of portfolio
213,707 sh
04
Patten Group, Inc.
1.55% of portfolio
162,360 sh
05
Englebert Financial Advisers, LLC
7.61% of portfolio
150,049 sh
06
Bislett Management, LLC
3.49% of portfolio
146,074 sh
07
Compass Ion Advisors, LLC
0.14% of portfolio
145,463 sh
08
Crossingbridge Advisors, LLC
1.55% of portfolio
144,168 sh
09
Sebold Capital Management, Inc.
1.11% of portfolio
113,600 sh
10
MN Wealth Advisors, LLC
1.04% of portfolio
81,744 sh
See all 47 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $MGMT in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $MGMT in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:12 UTC.