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
Download as csv
Download as Excel
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 | 5.5M | $126M | 13% | Mar 2026 |
|
| OneAscent Wealth Management | 2.6M | $58M | 6% | Mar 2026 |
|
| Atria Investments | 691k | $16M | 10% | Mar 2026 |
|
| OneAscent Family Office | 416k | $9.4M | -5% | Mar 2026 |
|
| Patron Partners Advisors | 176k | $4.0M | 23% | Mar 2026 |
|
| OneAscent Investment Solutions | 124k | $2.8M | 15% | Mar 2026 |
|
| RFG Advisory | 114k | $2.6M | 13% | Mar 2026 |
|
| Envestnet Asset Management | 87k | $2.0M | 90% | Mar 2026 |
|
| First Heartland Consultants | 84k | $1.9M | 29% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 82k | $1.9M | 0% | Mar 2026 |
|
| Dynamic Advisors Solutions | 62k | $1.4M | 7% | Mar 2026 |
|
| Merit Financial Group | 37k | $841k | 13% | Mar 2026 |
|
| IFP Advisors | 33k | $744k | -4% | Mar 2026 |
|
| Security Financial Services | 29k | $651k | 15% | Mar 2026 |
|
| Citadel Advisors | 28k | $635k | 100% | Mar 2026 |
|
| Jane Street | 25k | $558k | 107% | Mar 2026 |
|
| Strategic Blueprint | 21k | $466k | 5% | Mar 2026 |
|
| Plan A Wealth | 19k | $435k | 7% | Mar 2026 |
|
| LPL Financial | 18k | $418k | 23% | Mar 2026 |
|
| Goldman Sachs Group | 16k | $373k | 100% | Mar 2026 |
|
| EverSource Wealth Advisors | 11k | $238k | 167% | Mar 2026 |
|
| SHP Wealth Management | 2.7k | $61k | 0% | Mar 2026 |
|
| Jones Financial Companies, L.L | 888.00 | $21k | 100% | Dec 2025 |
|
| Clarity Asset Management | 253.00 | $5.8k | 1% | Mar 2026 |
|
| Ronald Blue Trust | 196.00 | $4.5k | 100% | Mar 2026 |
|
Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Meriwether Wealth & Planning | Dec 2025 | 44k | $1.0M |
| Winnow Wealth | Dec 2025 | 6.5k | $155k |
| Kestra Advisory Services | Dec 2025 | 1.3k | $30k |
| CX Institutional | Dec 2025 | 730.00 | $17k |
| UBS Group | Dec 2025 | 462.00 | $11k |