Funds holding UNIT CORP
15 funds declare a position · 1 ETFs and 14 other funds · 24.8M $ · US9092184061
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Fidelity Low-Priced Stock Fund Fidelity Puritan Trust | 187,339 | 6.4M $ | 0.03 % | as of Apr 30, 2026 · Original filing |
| 2 | AMG Yacktman Global Fund AMG Funds | 110,000 | 3.8M $ | 1.88 % | as of Mar 31, 2026 · Original filing |
| 3 | Nomura Natural Resources Fund IVY FUNDS | 89,447 | 3.1M $ | 1.23 % | as of Mar 31, 2026 · Original filing |
| 4 | Nomura VIP Energy Series Ivy Variable Insurance Portfolios | 67,033 | 2.3M $ | 1.84 % | as of Mar 31, 2026 · Original filing |
| 5 | BALLAST SMALL/MID CAP ETF Unified Series Trust | 51,442 | 1.8M $ | 1.10 % | as of Mar 31, 2026 · Original filing |
| 6 | Nomura VIP Natural Resources Series Ivy Variable Insurance Portfolios | 40,675 | 1.4M $ | 1.25 % | as of Mar 31, 2026 · Original filing |
| 7 | Fidelity Capital and Income Fund Fidelity Summer Street Trust | 37,978 | 1.3M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 8 | Fidelity Low-Priced Stock K6 Fund Fidelity Puritan Trust | 29,477 | 1M $ | 0.02 % | as of Apr 30, 2026 · Original filing |
| 9 | Fidelity Advisor Strategic Income Fund Fidelity Advisor Series II | 28,630 | 989.2K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 10 | Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II | 23,700 | 801.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 11 | Ancora/Thelen Small-Mid Cap Fund ANCORA TRUST | 18,060 | 624K $ | 0.29 % | as of Mar 31, 2026 · Original filing |
| 12 | Destinations Real Assets Fund Brinker Capital Destinations Trust | 15,910 | 537.9K $ | 0.13 % | as of Feb 28, 2026 · Original filing |
| 13 | Fidelity Series Intrinsic Opportunities Fund Fidelity Puritan Trust | 9,900 | 339.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 14 | AMG Yacktman Special Opportunities Fund AMG Funds | 9,000 | 311K $ | 1.17 % | as of Mar 31, 2026 · Original filing |
| 15 | VIP Strategic Income Portfolio Variable Insurance Products Fund V | 2,069 | 71.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
5 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| Pinnacle Holdings, LLC | 89,040 | 3.1M $ | as of Mar 31, 2026 |
| NBC SECURITIES, INC. | 20,695 | 715K $ | as of Mar 31, 2026 |
| Ancora Advisors LLC | 18,560 | 641.2K $ | as of Mar 31, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | 32,300 | 1.1K $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 6,400 | 221 $ | as of Mar 31, 2026 |