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 |
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| OneAscent Wealth Management | 2.6M | $59M | 1% | Jun 2026 |
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| Atria Investments | 673k | $15M | -3% | Jun 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 |
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| Patron Partners Advisors | 193k | $4.4M | 10% | Jun 2026 |
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| Envestnet Asset Management | 142k | $3.2M | 64% | Jun 2026 |
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| First Heartland Consultants | 137k | $3.1M | 63% | 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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| Wealth Enhancement Advisory Services | 66k | $1.5M | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 59k | $1.3M | 100% | Jun 2026 |
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| Dynamic Advisors Solutions | 48k | $1.1M | -23% | Jun 2026 |
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| Goldman Sachs Group | 43k | $979k | 163% | Jun 2026 |
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| Merit Financial Group | 40k | $915k | 9% | Jun 2026 |
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| Jane Street | 38k | $857k | 54% | Jun 2026 |
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| TrustWell Financial Advisors | 36k | $806k | 100% | Jun 2026 |
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| IFP Advisors | 34k | $764k | 3% | Jun 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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| LPL Financial | 22k | $492k | 18% | Jun 2026 |
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| Strategic Blueprint | 21k | $482k | 3% | Jun 2026 |
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| Plan A Wealth | 18k | $409k | -6% | Jun 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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| Mascoma Wealth Management | 3.1k | $72k | 100% | Jun 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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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Clarity Asset Management | Mar 2026 | 253.00 | $5.8k |
| Ronald Blue Trust | Mar 2026 | 196.00 | $4.5k |