# UNIFIED SER TR (MGMT)

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

- Reporting holders: 6
- Reported value: $9.3M
- 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 |
|---|---|---|---|---|
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $7.3M | 150,908 | 1.4% | 20 |
| [Miller Global Investments, LLC](https://holderbook.com/funds/2099097-miller-global-investments-llc/) | $690.2K | 14,227 | 0.6% | 4 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $453.4K | 9,347 | 0.0% | 3 |
| [Tactive Advisors, LLC](https://holderbook.com/funds/2002409-tactive-advisors-llc/) | $404.0K | 8,328 | 0.1% | 7 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $242.6K | 5,000 | 0.1% | 5 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $216.9K | 4,472 | 0.1% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $9.3M |
| Q2 2026 | 54 | $149.3M |
| Q1 2026 | 48 | $124.6M |
| Q4 2025 | 47 | $118.7M |
| Q3 2025 | 43 | $107.6M |
| Q2 2025 | 40 | $114.3M |
| Q1 2025 | 38 | $107.9M |
| Q4 2024 | 39 | $113.1M |
| Q3 2024 | 38 | $109.9M |
| Q2 2024 | 38 | $104.5M |
| Q1 2024 | 38 | $103.6M |
| Q4 2023 | 34 | $88.1M |