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 | 5.5M | $126M | 13% | Mar 2026 |
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| OneAscent Wealth Management | 2.6M | $58M | 6% | Mar 2026 |
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| Atria Investments | 673k | $15M | -3% | Jun 2026 |
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| OneAscent Family Office | 416k | $9.4M | -5% | Mar 2026 |
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| Creative Financial Designs | 413k | $9.4M | 100% | Jun 2026 |
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| Patron Partners Advisors | 176k | $4.0M | 23% | Mar 2026 |
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| First Heartland Consultants | 137k | $3.1M | 63% | Jun 2026 |
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| OneAscent Investment Solutions | 124k | $2.8M | 15% | Mar 2026 |
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| RFG Advisory | 114k | $2.6M | 13% | Mar 2026 |
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| Envestnet Asset Management | 87k | $2.0M | 90% | Mar 2026 |
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| Cambridge Investment Research Advisors | 82k | $1.9M | 0% | Mar 2026 |
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| Dynamic Advisors Solutions | 48k | $1.1M | -23% | Jun 2026 |
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| Merit Financial Group | 40k | $915k | 9% | Jun 2026 |
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| IFP Advisors | 33k | $744k | -4% | Mar 2026 |
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| Security Financial Services | 29k | $651k | 15% | Mar 2026 |
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| Citadel Advisors | 28k | $635k | 100% | Mar 2026 |
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| Jane Street | 25k | $558k | 107% | Mar 2026 |
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| Strategic Blueprint | 21k | $466k | 5% | Mar 2026 |
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| Plan A Wealth | 19k | $435k | 7% | Mar 2026 |
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| LPL Financial | 18k | $418k | 23% | Mar 2026 |
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| Goldman Sachs Group | 16k | $373k | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 16k | $355k | 49% | Jun 2026 |
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| Jones Financial Companies, L.L | 3.4k | $78k | 287% | Mar 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% | Mar 2026 |
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| Ronald Blue Trust | 196.00 | $4.5k | 100% | Mar 2026 |
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| Advisor Group Holdings | 2.00 | $45.000000 | 100% | Mar 2026 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Winnow Wealth | Dec 2025 | 6.5k | $155k |
| UBS Group | Dec 2025 | 462.00 | $11k |
| Clarity Asset Management | Mar 2026 | 253.00 | $5.8k |