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 | 4.9M | $113M | 467% | Dec 2025 |
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| OneAscent Wealth Management | 2.4M | $56M | 5% | Dec 2025 |
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| Atria Investments | 630k | $15M | -56% | Dec 2025 |
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| OneAscent Family Office | 374k | $8.6M | 6% | Sep 2025 |
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| Patron Partners Advisors | 144k | $3.3M | 14% | Dec 2025 |
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| OneAscent Investment Solutions | 108k | $2.5M | -9% | Sep 2025 |
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| RFG Advisory | 102k | $2.3M | 1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 83k | $1.9M | 8% | Dec 2025 |
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| First Heartland Consultants | 65k | $1.5M | 4% | Dec 2025 |
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| Citadel Advisors | 65k | $1.5M | 187% | Sep 2025 |
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| Dynamic Advisors Solutions | 59k | $1.3M | 176% | Dec 2025 |
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| Envestnet Asset Management | 46k | $1.1M | 68% | Dec 2025 |
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| Meriwether Wealth & Planning | 44k | $1.0M | 11% | Dec 2025 |
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| IFP Advisors | 34k | $787k | 2% | Dec 2025 |
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| Merit Financial Group | 33k | $757k | 25% | Dec 2025 |
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| Security Financial Services | 25k | $575k | 26% | Dec 2025 |
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| Strategic Blueprint | 20k | $451k | 1% | Dec 2025 |
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| Plan A Wealth | 18k | $413k | 2% | Dec 2025 |
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| LPL Financial | 15k | $345k | 100% | Dec 2025 |
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| Jane Street | 12k | $273k | 100% | Dec 2025 |
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| LGT Financial Advisors | 11k | $255k | 100% | Sep 2025 |
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| Winnow Wealth | 6.4k | $154k | 100% | Sep 2025 |
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| EverSource Wealth Advisors | 3.9k | $90k | 108% | Dec 2025 |
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| Kestra Advisory Services | 1.3k | $30k | 100% | Dec 2025 |
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| CX Institutional | 730.00 | $17k | 100% | Dec 2025 |
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| UBS Group | 462.00 | $11k | 100% | Dec 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 |
|---|---|---|---|
| Raymond James Financial | Jun 2025 | 785.00 | $18k |