Who owns UNIFIED SER TR?
- Ticker: OACP
- CUSIP Number: 90470l519
Tip: Access positions for across all investors
Analyze quarterly positions in Unified Ser Tr with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Unified Ser Tr stock
Who bought or sold UNIFIED SER TR this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| OneAscent Financial Services | 862k | $20M | -80% | Sep 2025 |
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| OneAscent Wealth Management | 2.3M | $53M | 1% | Sep 2025 |
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| Atria Investments | 1.4M | $33M | -30% | Sep 2025 |
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| OneAscent Family Office | 374k | $8.6M | 6% | Sep 2025 |
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| Patron Partners Advisors | 126k | $2.9M | -3% | Sep 2025 |
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| OneAscent Investment Solutions | 108k | $2.5M | -9% | Sep 2025 |
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| RFG Advisory | 101k | $2.3M | -4% | Sep 2025 |
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| Cambridge Investment Research Advisors | 76k | $1.8M | -12% | Sep 2025 |
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| Citadel Advisors | 65k | $1.5M | 187% | Sep 2025 |
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| First Heartland Consultants | 63k | $1.4M | 5% | Sep 2025 |
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| Meriwether Wealth & Planning | 39k | $909k | 0% | Sep 2025 |
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| IFP Advisors | 34k | $776k | 3% | Sep 2025 |
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| Envestnet Asset Management | 27k | $626k | 100% | Sep 2025 |
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| Merit Financial Group | 26k | $605k | 100% | Sep 2025 |
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| Dynamic Advisors Solutions | 21k | $489k | -36% | Sep 2025 |
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| Security Financial Services | 20k | $458k | 100% | Sep 2025 |
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| Strategic Blueprint | 19k | $447k | 13% | Sep 2025 |
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| Plan A Wealth | 18k | $404k | 1% | Sep 2025 |
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| LGT Financial Advisors | 11k | $255k | 100% | Sep 2025 |
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| Winnow Wealth | 6.4k | $154k | 1% | Sep 2025 |
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| EverSource Wealth Advisors | 1.9k | $44k | 100% | Sep 2025 |
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| Clarity Asset Management | 248.00 | $5.7k | 1% | Sep 2025 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2025 | 32k | $735k |
| LPL Financial | Jun 2025 | 8.9k | $202k |
| Raymond James Financial | Jun 2025 | 785.00 | $18k |
| UBS Group | Jun 2025 | 290.00 | $6.6k |