Filing Research | UNIT - UNITI GROUP LLC Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	Arena Capital Advisors, LLC- CA	Shares	845.8KSH	$9.7M
2	MIZUHO MARKETS AMERICAS LLC	Shares	611.1KSH	$7.0M
3	Louisiana State Employees Retirement System	Shares	79.8KSH	$915.3K
4	CAISSE DES DEPOTS ET CONSIGNATIONS	Shares	70.7KSH	$810.4K
5	Police & Firemen's Retirement System of New Jersey	Shares	50.4KSH	$578.5K
6	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	47.7KSH	$547.5K
7	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	43.2KSH	$495.3K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	23.5KSH	$254.7K
9	Crossmark Global Holdings, Inc.	Shares	21.1KSH	$242.0K
10	TMB Capital Partners, LLC	Shares	16.7KSH	$191.5K
11	VOISARD ASSET MANAGEMENT GROUP, INC.	Shares	14.5KSH	$166.3K
12	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	10.4KSH	$119.7K
13	LRI Investments, LLC	Shares	10.0KSH	$114.7K
14	Ritter Daniher Financial Advisory LLC / DE	Shares	4.0KSH	$46.3K
15	GAMMA Investing LLC	Shares	2.5KSH	$28.4K
16	EverSource Wealth Advisors, LLC	Shares	1.3KSH	$14.5K
17	Owl Creek Wealth Partners LLC	Shares	585SH	$6.7K
18	SJS Investment Consulting Inc.	Shares	552SH	$6.3K
19	Farther Finance Advisors, LLC	Shares	524SH	$6.0K
20	IFP Advisors, Inc	Shares	435SH	$5.0K
21	Versant Capital Management, Inc	Shares	311SH	$3.6K
22	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	275SH	$3.1K
23	Physician Wealth Advisors, Inc.	Shares	226SH	$2.6K
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	179.5KSH	$2.1K
25	TFC Financial Management, Inc.	Shares	148SH	$1.7K
26	BEACON INVESTMENT ADVISORY SERVICES, INC.	Shares	140SH	$1.6K
27	Blue Trust, Inc.	Shares	115SH	$1.3K
28	State of Alaska, Department of Revenue	Shares	108.5KSH	$1.2K
29	FARMERS & MERCHANTS INVESTMENTS INC	Shares	105SH	$1.2K
30	CITY HOLDING CO	Shares	100SH	$1.1K
31	LANARK FINANCIAL, INC.	Shares	92SH	$1.1K
32	Cedar Mountain Advisors, LLC	Shares	90SH	$1.0K
33	SIGNATUREFD, LLC	Shares	77SH	$883
34	CoreCap Advisors, LLC	Shares	63SH	$723
35	Tradewinds Capital Management, LLC	Shares	60SH	$689
36	Fortitude Family Office, LLC	Shares	60SH	$688
37	Bogart Wealth, LLC	Shares	50SH	$574
38	SALEM INVESTMENT COUNSELORS INC	Shares	49SH	$563
39	AMALGAMATED BANK	Shares	48.3KSH	$554
40	FINANCIAL CONSULATE, INC	Shares	48SH	$551
41	GILPIN WEALTH MANAGEMENT, LLC	Shares	33SH	$379
42	GoalVest Advisory LLC	Shares	29SH	$333
43	JFS WEALTH ADVISORS, LLC	Shares	28SH	$322
44	True Wealth Design, LLC	Shares	27SH	$310
45	Davis Capital Management	Shares	10SH	$115
46	Dogwood Wealth Management LLC	Shares	5SH	$57
47	Morton Brown Family Wealth, LLC	Shares	4SH	$46
48	AdvisorNet Financial, Inc	Shares	2SH	$23
49	Hughes Financial Services, LLC	Shares	1SH	$11
50	TSFG, LLC	Shares	482SH	$6

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Manager changes2026-06-30 vs 2026-03-31

50 / 52 loaded

#		Instrument
1	MIZUHO MARKETS AMERICAS LLC added	Shares	+105.9K	+$2.3M	$7.0M
2	Louisiana State Employees Retirement System added	Shares	+300	+$169.6K	$915.3K
3	Police & Firemen's Retirement System of New Jersey added	Shares	+5.7K	+$158.5K	$578.5K
4	CAISSE DES DEPOTS ET CONSIGNATIONS unchanged	Shares	0	+$147.7K	$810.4K
5	LRI Investments, LLC new	Shares	+10.0K	+$114.7K	$114.7K
6	Arena Capital Advisors, LLC- CA trimmed	Shares	-176.9K	+$108.7K	$9.7M
7	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+319	+$102.8K	$547.5K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.9K	+$93.7K	$254.7K
9	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-1.1K	+$79.5K	$495.3K
10	Crossmark Global Holdings, Inc. added	Shares	+1	+$44.1K	$242.0K
11	VOISARD ASSET MANAGEMENT GROUP, INC. unchanged	Shares	0	+$30.3K	$166.3K
12	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management trimmed	Shares	-188	+$20.1K	$119.7K
13	EverSource Wealth Advisors, LLC new	Shares	+1.3K	+$14.5K	$14.5K
14	Ritter Daniher Financial Advisory LLC / DE unchanged	Shares	0	+$8.4K	$46.3K
15	GAMMA Investing LLC added	Shares	+326	+$8.2K	$28.4K
16	SJS Investment Consulting Inc. new	Shares	+552	+$6.3K	$6.3K
17	Farther Finance Advisors, LLC new	Shares	+524	+$6.0K	$6.0K
18	Versant Capital Management, Inc new	Shares	+311	+$3.6K	$3.6K
19	TFC Financial Management, Inc. new	Shares	+148	+$1.7K	$1.7K
20	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$1.2K	$6.7K
21	Cedar Mountain Advisors, LLC new	Shares	+90	+$1.0K	$1.0K
22	CoreCap Advisors, LLC new	Shares	+63	+$723	$723
23	Fortitude Family Office, LLC new	Shares	+60	+$688	$688
24	Bogart Wealth, LLC new	Shares	+50	+$574	$574
25	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$473	$2.6K
26	GoalVest Advisory LLC new	Shares	+29	+$333	$333
27	JFS WEALTH ADVISORS, LLC new	Shares	+28	+$322	$322
28	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC unchanged	Shares	0	+$319	$3.1K
29	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-8.6K	+$295	$2.1K
30	BEACON INVESTMENT ADVISORY SERVICES, INC. unchanged	Shares	0	+$292	$1.6K
31	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$219	$1.2K
32	CITY HOLDING CO unchanged	Shares	0	+$209	$1.1K
33	LANARK FINANCIAL, INC. unchanged	Shares	0	+$193	$1.1K
34	Tradewinds Capital Management, LLC unchanged	Shares	0	+$126	$689
35	Davis Capital Management new	Shares	+10	+$115	$115
36	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$103	$563
37	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$100	$551
38	AMALGAMATED BANK trimmed	Shares	-3.0K	+$73	$554
39	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$69	$379
40	Dogwood Wealth Management LLC new	Shares	+5	+$57	$57
41	Morton Brown Family Wealth, LLC new	Shares	+4	+$46	$46
42	AdvisorNet Financial, Inc new	Shares	+2	+$23	$23
43	Hughes Financial Services, LLC new	Shares	+1	+$11	$11
44	TSFG, LLC unchanged	Shares	0	+$1	$6
45	SIGNATUREFD, LLC trimmed	Shares	-18	-$8	$883
46	State of Alaska, Department of Revenue trimmed	Shares	-28.2K	-$38	$1.2K
47	FNY Investment Advisers, LLC trimmed	Shares	-7.6K	-$71	$0
48	True Wealth Design, LLC trimmed	Shares	-19	-$122	$310
49	Abound Wealth Management exited	Shares	-15	-$141	$0
50	Blue Trust, Inc. trimmed	Shares	-84	-$548	$1.3K

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