# UNIFIED SER TR (ABEQ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ABEQ/

- Reporting holders: 2
- Reported value: $1.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Castleview Partners, LLC](https://holderbook.com/funds/1737088-castleview-partners-llc/) | $769.3K | 20,727 | 0.3% | 18 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $738.2K | 19,888 | 0.1% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $1.5M |
| Q2 2026 | 25 | $123.4M |
| Q1 2026 | 20 | $113.3M |
| Q4 2025 | 18 | $82.2M |
| Q3 2025 | 18 | $83.6M |
| Q2 2025 | 15 | $87.1M |
| Q1 2025 | 18 | $83.8M |
| Q4 2024 | 17 | $68.2M |
| Q3 2024 | 20 | $70.9M |
| Q2 2024 | 16 | $67.8M |
| Q1 2024 | 13 | $62.8M |
| Q4 2023 | 14 | $59.8M |