# UNIFIED SER TR (NIWM)

> Institutional ownership reported to the SEC as of Q2 2023, from Form 13F filings. Source: https://holderbook.com/stocks/NIWM/

- Reporting holders: 3
- Reported value: $317.2K
- 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 |
|---|---|---|---|---|
| [Astoria Portfolio Advisors LLC.](https://holderbook.com/funds/1931642-astoria-portfolio-advisors-llc/) | $303.0K | 11,105 | 0.1% | 3 |
| [Parallel Advisors, LLC](https://holderbook.com/funds/1690010-parallel-advisors-llc/) | $9.2K | 338 | 0.0% | 4 |
| [Royal Bank of Canada](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $5.0K | 170 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2023 | 3 | $317.2K |
| Q1 2023 | 5 | $5.0M |
| Q4 2022 | 5 | $5.1M |
| Q3 2022 | 3 | $329.0K |
| Q2 2022 | 1 | $438.0K |