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
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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 | 2.6M | $110M | 9% | Mar 2026 |
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| OneAscent Wealth Management | 955k | $41M | 4% | Mar 2026 |
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| Plan A Wealth | 634k | $27M | 4% | Mar 2026 |
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| LPL Financial | 632k | $27M | 2602% | Mar 2026 |
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| Atria Investments | 596k | $26M | -1% | Mar 2026 |
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| OneAscent Family Office | 251k | $11M | 0% | Mar 2026 |
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| Change Path | 236k | $10M | 3850% | Mar 2026 |
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| Envestnet Asset Management | 120k | $5.1M | 28% | Mar 2026 |
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| ValMark Advisers | 99k | $4.3M | 2% | Mar 2026 |
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| Pensionmark Financial Group | 84k | $3.6M | 6% | Mar 2026 |
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| Inspire Advisors | 79k | $3.4M | 3% | Mar 2026 |
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| Investment Research Partners | 74k | $3.2M | 3% | Mar 2026 |
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| OneAscent Investment Solutions | 71k | $3.1M | 13% | Mar 2026 |
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| RFG Advisory | 61k | $2.6M | 6% | Mar 2026 |
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| Patron Partners Advisors | 52k | $2.3M | 15% | Mar 2026 |
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| Cambridge Investment Research Advisors | 42k | $1.8M | 0% | Mar 2026 |
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| Frontier Asset Management | 42k | $1.8M | -3% | Mar 2026 |
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| First Heartland Consultants | 41k | $1.8M | 0% | Mar 2026 |
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| TrueWealth Advisors | 36k | $1.5M | 87% | Mar 2026 |
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| Cornerstone Financial Management | 34k | $1.4M | 100% | Mar 2026 |
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| EverSource Wealth Advisors | 31k | $1.3M | 101% | Mar 2026 |
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| Merit Financial Group | 26k | $1.1M | 4% | Mar 2026 |
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| Kestra Advisory Services | 24k | $1.0M | 3% | Mar 2026 |
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| Jane Street | 18k | $786k | 100% | Mar 2026 |
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| Global Strategic Investment Solutions | 14k | $611k | 100% | Mar 2026 |
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| Firestone Capital Management | 13k | $555k | 10% | Mar 2026 |
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| Citadel Advisors | 13k | $543k | -43% | Mar 2026 |
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| Harbour Investments | 8.6k | $371k | 40% | Mar 2026 |
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| Cetera Investment Advisers | 8.5k | $364k | 0% | Mar 2026 |
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| Dynamic Advisors Solutions | 8.4k | $363k | -1% | Mar 2026 |
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| Abundance Wealth Counselors | 6.6k | $286k | 0% | Mar 2026 |
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| Values First Advisors | 5.9k | $253k | -3% | Mar 2026 |
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| Strategic Blueprint | 5.4k | $232k | 1% | Mar 2026 |
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| Commonwealth Equity Services | 5.3k | $230k | 0% | Mar 2026 |
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| IFP Advisors | 5.2k | $222k | 2% | Mar 2026 |
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| Creative Financial Designs | 3.5k | $151k | 8% | Mar 2026 |
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| CX Institutional | 2.9k | $126k | -66% | Mar 2026 |
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| Aptus Capital Advisors | 1.8k | $76k | 1% | Mar 2026 |
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| CWM | 546.00 | $23k | -46% | Dec 2025 |
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| Mather Group | 309.00 | $13k | 100% | Mar 2026 |
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| AdvisorNet Financial | 258.00 | $11k | -6% | Mar 2026 |
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| Ronald Blue Trust | 157.00 | $6.8k | 100% | Mar 2026 |
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| Vanguard Advisers | 1.00 | $43.000000 | 100% | Mar 2026 |
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| GeoWealth Management | 1.00 | $43.000000 | 0% | Mar 2026 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 237k | $10M |
| Susquehanna International | Sep 2025 | 8.7k | $351k |
| Foundations Investment Advisors | Dec 2025 | 6.0k | $249k |
| Jpmorgan Chase & Co | Sep 2025 | 5.4k | $215k |