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 | 881k | $36M | 2% | Mar 2026 |
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| OneAscent Wealth Management | 448k | $18M | 3% | Mar 2026 |
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| Atria Investments | 93k | $3.8M | -6% | Mar 2026 |
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| OneAscent Family Office | 80k | $3.2M | 4% | Mar 2026 |
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| Inspire Advisors | 41k | $1.7M | 214% | Mar 2026 |
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| Envestnet Asset Management | 40k | $1.6M | 24% | Mar 2026 |
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| First Heartland Consultants | 38k | $1.5M | -2% | Mar 2026 |
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| Patron Partners Advisors | 36k | $1.4M | 13% | Mar 2026 |
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| Frontier Asset Management | 30k | $1.2M | -23% | Mar 2026 |
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| OneAscent Investment Solutions | 27k | $1.1M | 2% | Mar 2026 |
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| RFG Advisory | 25k | $1.0M | 6% | Mar 2026 |
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| ValMark Advisers | 22k | $879k | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 18k | $714k | -13% | Mar 2026 |
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| Plan A Wealth | 15k | $615k | -11% | Mar 2026 |
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| IFP Advisors | 11k | $454k | -1% | Mar 2026 |
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| Jane Street | 11k | $446k | -31% | Mar 2026 |
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| Creative Financial Designs | 11k | $446k | 5% | Mar 2026 |
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| Citadel Advisors | 7.6k | $305k | -59% | Mar 2026 |
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| Global Strategic Investment Solutions | 7.4k | $298k | 100% | Mar 2026 |
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| Envestnet Portfolio Solutions | 6.6k | $265k | -54% | Mar 2026 |
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| Old Mission Capital | 5.9k | $215k | 100% | Dec 2025 |
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| EverSource Wealth Advisors | 3.6k | $143k | 61% | Mar 2026 |
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| AdvisorNet Financial | 1.2k | $47k | -6% | Mar 2026 |
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| UBS Group | 727.00 | $29k | 100% | Mar 2026 |
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| Aptus Capital Advisors | 501.00 | $20k | 1% | Mar 2026 |
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| Brian McDonald | 340.00 | $13k | -11% | Dec 2025 |
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| Fifth Third Bancorp | 340.00 | $14k | 100% | Mar 2026 |
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| Ronald Blue Trust | 51.00 | $2.1k | 100% | Mar 2026 |
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| Clarity Asset Management | 34.00 | $1.4k | 0% | Mar 2026 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Advisor Group Holdings | Sep 2025 | 5.7k | $197k |
| Kestra Advisory Services | Dec 2025 | 1.6k | $59k |
| CX Institutional | Dec 2025 | 224.00 | $8.0k |