UNIFIED SER TR BALLAST SMLMD CP is a security (CUSIP 90470L550) tracked across SEC portfolio filings. 56 institutional managers reported $150.0M on Form 13F as of 2026-06-30.
Showing 15 of 56 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| CPC Advisors, LLC | Atlanta, GA | $34.9M | 685,108 |
| Lokken Investment Group LLC | LEWES, DE | $10.3M | 232,897 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $9.6M | 213,707 |
| Hedeker Wealth, LLC | Lincolnshire, IL | $8.6M | 169,432 |
| Englebert Financial Advisers, LLC | Allentown, PA | $8.6M | 168,140 |
| First City Capital Management, Inc. | SAVANNAH, GA | $7.7M | 150,619 |
| Weaver Consulting Group | HUNTINGTON BEACH, CA | $7.6M | 149,938 |
| Commerce Advisors, LLC | MEMPHIS, TN | $6.7M | 132,153 |
| Dakota Wealth Management | PALM BEACH GARDENS, FL | $6.6M | 145,463 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $5.4M | 119,599 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $4.2M | 82,202 |
| Cape Investment Advisory, Inc. | MCDONOUGH, GA | $4.1M | 81,430 |
| Equitable Holdings, Inc. | NEW YORK, NY | $4.1M | 90,939 |
| Thomasville National Bank | THOMASVILLE, GA | $3.6M | 70,853 |
| Waverly Advisors, LLC | BIRMINGHAM, AL | $2.7M | 59,788 |