SEC 13F Intelligence

UNIFIED SER TR

CUSIP 90470K321

Unified Ser Tr has 1 institutional holders in Filings Flow’s 13F database, together reporting 1.11M shares worth $31M as of Q1 2026.

Institutional Holders
1
Q1 2026
Reported Value
$31M
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’25: 1Q4 ’25Q1 ’26: 1Q1 ’26filingsflow.com
Total reported value
Q4 ’25: $30MQ4 ’25Q1 ’26: $31MQ1 ’26filingsflow.com

Holders

Manager% of PortfolioValueSharesQuarter
Arvest Bank Trust Division$1.8B AUM1.69%$31M1.11MQ1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.