Who owns UNIFIED SER TR?
- Ticker: OAIM
- CUSIP Number: 90470l444
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 | 578k | $23M | -74% | Sep 2025 |
|
| Atria Investments | 1.0M | $41M | -11% | Sep 2025 |
|
| OneAscent Wealth Management | 897k | $36M | -21% | Sep 2025 |
|
| Plan A Wealth | 588k | $24M | 21% | Sep 2025 |
|
| OneAscent Family Office | 223k | $9.0M | -14% | Sep 2025 |
|
| Change Path | 214k | $8.6M | 0% | Sep 2025 |
|
| Citadel Advisors | 89k | $3.6M | 8% | Sep 2025 |
|
| ValMark Advisers | 76k | $3.1M | 8% | Sep 2025 |
|
| Investment Research Partners | 72k | $2.9M | 100% | Sep 2025 |
|
| Pensionmark Financial Group | 70k | $2.8M | 100% | Sep 2025 |
|
| Envestnet Asset Management | 68k | $2.7M | 152% | Sep 2025 |
|
| OneAscent Investment Solutions | 63k | $2.5M | -16% | Sep 2025 |
|
| Inspire Advisors | 60k | $2.4M | -7% | Sep 2025 |
|
| Jane Street | 59k | $2.4M | 80% | Sep 2025 |
|
| RFG Advisory | 53k | $2.1M | -1% | Sep 2025 |
|
| Patron Partners Advisors | 46k | $1.8M | -10% | Sep 2025 |
|
| Frontier Asset Management | 44k | $1.8M | 394% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 40k | $1.6M | -60% | Sep 2025 |
|
| First Heartland Consultants | 39k | $1.6M | 2% | Sep 2025 |
|
| LPL Financial | 39k | $1.5M | 2% | Sep 2025 |
|
| Harbour Investments | 32k | $1.3M | -5% | Sep 2025 |
|
| Merit Financial Group | 22k | $899k | 100% | Sep 2025 |
|
| Kestra Advisory Services | 22k | $891k | -1% | Sep 2025 |
|
| TrueWealth Advisors | 19k | $762k | 5% | Sep 2025 |
|
| Firestone Capital Management | 11k | $424k | 2% | Sep 2025 |
|
| Dynamic Advisors Solutions | 10k | $406k | -16% | Sep 2025 |
|
| Cetera Investment Advisers | 8.9k | $358k | 100% | Sep 2025 |
|
| H D Vest Advisory Services | 8.9k | $339k | -3% | Jun 2025 |
|
| Susquehanna International | 8.7k | $351k | 100% | Sep 2025 |
|
| Flow Traders US | 8.2k | $330k | 100% | Sep 2025 |
|
| Hrt Financial | 6.8k | $274k | 100% | Sep 2025 |
|
| Abundance Wealth Counselors | 6.4k | $257k | 0% | Sep 2025 |
|
| Foundations Investment Advisors | 6.0k | $243k | -26% | Sep 2025 |
|
| Commonwealth Equity Services | 5.8k | $234k | 0% | Sep 2025 |
|
| Values First Advisors | 5.4k | $219k | 100% | Sep 2025 |
|
| Strategic Blueprint | 5.4k | $216k | 100% | Sep 2025 |
|
| Jpmorgan Chase & Co | 5.4k | $215k | 218% | Sep 2025 |
|
| IFP Advisors | 5.1k | $204k | 3% | Sep 2025 |
|
| Creative Financial Designs | 3.6k | $146k | -2% | Sep 2025 |
|
| Principal Securities | 2.4k | $97k | 100% | Sep 2025 |
|
| Aptus Capital Advisors | 1.7k | $70k | 0% | Sep 2025 |
|
| EverSource Wealth Advisors | 1.1k | $43k | 6% | Sep 2025 |
|
| CWM | 1.0k | $41k | 100% | Sep 2025 |
|
| CX Institutional | 702.00 | $28k | 100% | Sep 2025 |
|
| AdvisorNet Financial | 274.00 | $11k | 0% | Sep 2025 |
|
| GeoWealth Management | 1.00 | $40.000000 | 0% | Sep 2025 |
|
Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Intl Fcstone | Jun 2025 | 32k | $1.2M |
| Raymond James Financial | Jun 2025 | 372.00 | $14k |