Who owns UNIFIED SER TR?
- Ticker: OAEM
- CUSIP Number: 90470l469
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 | 861k | $32M | 438% | Dec 2025 |
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| OneAscent Wealth Management | 436k | $16M | 9% | Dec 2025 |
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| Atria Investments | 99k | $3.6M | -55% | Dec 2025 |
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| OneAscent Family Office | 64k | $2.2M | -2% | Sep 2025 |
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| First Heartland Consultants | 39k | $1.4M | 84% | Dec 2025 |
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| Frontier Asset Management | 39k | $1.4M | -4% | Dec 2025 |
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| Envestnet Asset Management | 32k | $1.2M | 19% | Dec 2025 |
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| Patron Partners Advisors | 32k | $1.2M | -2% | Dec 2025 |
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| OneAscent Investment Solutions | 26k | $905k | -6% | Sep 2025 |
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| RFG Advisory | 23k | $858k | 9% | Dec 2025 |
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| ValMark Advisers | 22k | $790k | -25% | Dec 2025 |
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| Cambridge Investment Research Advisors | 20k | $745k | -1% | Dec 2025 |
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| Plan A Wealth | 17k | $628k | -4% | Dec 2025 |
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| Jane Street | 16k | $588k | 100% | Dec 2025 |
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| Inspire Advisors | 13k | $483k | 100% | Dec 2025 |
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| Envestnet Portfolio Solutions | 12k | $397k | -21% | Sep 2025 |
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| IFP Advisors | 11k | $416k | -1% | Dec 2025 |
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| Creative Financial Designs | 11k | $386k | 14% | Dec 2025 |
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| Citadel Advisors | 7.6k | $261k | 100% | Sep 2025 |
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| Old Mission Capital | 5.9k | $215k | 100% | Dec 2025 |
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| EverSource Wealth Advisors | 2.2k | $81k | 31% | Dec 2025 |
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| Kestra Advisory Services | 1.6k | $59k | 100% | Dec 2025 |
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| Principal Securities | 1.6k | $55k | -48% | Sep 2025 |
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| AdvisorNet Financial | 1.2k | $45k | 1% | Dec 2025 |
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| Aptus Capital Advisors | 498.00 | $18k | 0% | Dec 2025 |
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| Brian McDonald | 340.00 | $13k | -11% | Dec 2025 |
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| LGT Financial Advisors | 295.00 | $10k | 100% | Sep 2025 |
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| CX Institutional | 224.00 | $8.0k | 100% | Dec 2025 |
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| Clarity Asset Management | 34.00 | $1.2k | 0% | Sep 2025 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| LPL Financial | Sep 2025 | 6.0k | $206k |
| Advisor Group Holdings | Sep 2025 | 5.7k | $197k |
| UBS Group | Sep 2025 | 403.00 | $14k |
| Raymond James Financial | Jun 2025 | 99.00 | $3.2k |