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 | 852k | $43M | -3% | Jun 2026 |
|
| OneAscent Wealth Management | 425k | $21M | -5% | Jun 2026 |
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| Proficio Capital Partners | 305k | $15M | 100% | Jun 2026 |
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| Atria Investments | 104k | $5.2M | 11% | Jun 2026 |
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| OneAscent Family Office | 77k | $3.8M | -4% | Jun 2026 |
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| Jane Street | 59k | $2.9M | 433% | Jun 2026 |
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| Inspire Advisors | 54k | $2.7M | 30% | Jun 2026 |
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| Envestnet Asset Management | 49k | $2.4M | 21% | Jun 2026 |
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| Old Mission Capital | 44k | $2.2M | -7% | Jun 2026 |
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| First Heartland Consultants | 42k | $2.1M | 11% | Jun 2026 |
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| Patron Partners Advisors | 39k | $1.9M | 8% | Jun 2026 |
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| Frontier Asset Management | 28k | $1.4M | -4% | Jun 2026 |
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| RFG Advisory | 24k | $1.2M | -4% | Jun 2026 |
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| ValMark Advisers | 22k | $1.1M | 1% | Jun 2026 |
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| OneAscent Investment Solutions | 20k | $990k | -26% | Jun 2026 |
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| Plan A Wealth | 16k | $776k | 2% | Jun 2026 |
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| Cambridge Investment Research Advisors | 13k | $648k | -27% | Jun 2026 |
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| Creative Financial Designs | 12k | $584k | 6% | Jun 2026 |
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| IFP Advisors | 11k | $542k | -3% | Jun 2026 |
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| Summit Wealth Group Llc / Co | 11k | $533k | 100% | Jun 2026 |
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| Global Strategic Investment Solutions | 10k | $519k | 41% | Jun 2026 |
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| Susquehanna International | 9.3k | $464k | 100% | Jun 2026 |
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| Citadel Advisors | 8.3k | $415k | 10% | Jun 2026 |
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| Envestnet Portfolio Solutions | 6.6k | $329k | 0% | Jun 2026 |
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| EverSource Wealth Advisors | 5.9k | $296k | 67% | Jun 2026 |
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| Goldman Sachs Group | 5.5k | $272k | 100% | Jun 2026 |
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| Harbour Investments | 1.6k | $78k | 100% | Jun 2026 |
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| AdvisorNet Financial | 1.1k | $55k | -6% | Jun 2026 |
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| Aptus Capital Advisors | 501.00 | $25k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 340.00 | $17k | 0% | Jun 2026 |
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| UBS Group | 305.00 | $15k | -58% | Jun 2026 |
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| Mercer Global Advisors | 263.00 | $13k | 100% | Jun 2026 |
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