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 | 5.6M | $128M | 2% | Jun 2026 |
|
| OneAscent Wealth Management | 2.6M | $59M | 1% | Jun 2026 |
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| Atria Investments | 750k | $16M | 11% | Sep 2026 |
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| OneAscent Family Office | 435k | $9.9M | 5% | Jun 2026 |
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| Creative Financial Designs | 413k | $9.4M | 100% | Jun 2026 |
|
| Patron Partners Advisors | 193k | $4.4M | 10% | Jun 2026 |
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| First Heartland Consultants | 190k | $4.1M | 38% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 163k | $3.6M | 148% | Sep 2026 |
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| Envestnet Asset Management | 142k | $3.2M | 64% | Jun 2026 |
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| RFG Advisory | 128k | $2.9M | 12% | Jun 2026 |
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| OneAscent Investment Solutions | 128k | $2.9M | 3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 98k | $2.2M | 19% | Jun 2026 |
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| Jpmorgan Chase & Co | 59k | $1.3M | 100% | Jun 2026 |
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| Dynamic Advisors Solutions | 47k | $1.0M | -3% | Sep 2026 |
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| Goldman Sachs Group | 43k | $979k | 163% | Jun 2026 |
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| TrustWell Financial Advisors | 40k | $874k | 14% | Sep 2026 |
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| Merit Financial Group | 40k | $915k | 9% | Jun 2026 |
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| IFP Advisors | 39k | $846k | 16% | Sep 2026 |
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| Jane Street | 38k | $857k | 54% | Jun 2026 |
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| Mascoma Wealth Management | 35k | $764k | 1022% | Sep 2026 |
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| Security Financial Services | 33k | $749k | 15% | Jun 2026 |
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| Citadel Advisors | 27k | $623k | -2% | Jun 2026 |
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| Strategic Blueprint | 25k | $547k | 19% | Sep 2026 |
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| LPL Financial | 22k | $492k | 18% | Jun 2026 |
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| Plan A Wealth | 19k | $408k | 5% | Sep 2026 |
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| Jones Financial Companies, L.L | 17k | $384k | 389% | Jun 2026 |
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| EverSource Wealth Advisors | 16k | $355k | 49% | Jun 2026 |
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| CX Institutional | 7.8k | $168k | 100% | Sep 2026 |
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| SHP Wealth Management | 2.7k | $61k | 0% | Jun 2026 |
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| Advisor Group Holdings | 2.00 | $45.000000 | 0% | Jun 2026 |
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