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 | 2.7M | $127M | 4% | Jun 2026 |
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| OneAscent Wealth Management | 1.0M | $49M | 8% | Jun 2026 |
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| LPL Financial | 687k | $33M | 9% | Jun 2026 |
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| Plan A Wealth | 655k | $31M | 3% | Jun 2026 |
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| Atria Investments | 301k | $14M | -50% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 274k | $13M | 100% | Jun 2026 |
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| OneAscent Family Office | 253k | $12M | 1% | Jun 2026 |
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| Envestnet Asset Management | 149k | $7.1M | 24% | Jun 2026 |
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| ValMark Advisers | 109k | $5.2M | 10% | Jun 2026 |
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| Pensionmark Financial Group | 84k | $3.6M | 0% | Jun 2026 |
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| Inspire Advisors | 78k | $3.7M | -1% | Jun 2026 |
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| Investment Research Partners | 73k | $3.5M | -1% | Jun 2026 |
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| RFG Advisory | 62k | $3.0M | 3% | Jun 2026 |
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| OneAscent Investment Solutions | 62k | $3.0M | -13% | Jun 2026 |
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| Patron Partners Advisors | 57k | $2.7M | 9% | Jun 2026 |
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| TrueWealth Advisors | 49k | $2.3M | 36% | Jun 2026 |
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| Cambridge Investment Research Advisors | 47k | $2.2M | 12% | Jun 2026 |
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| EverSource Wealth Advisors | 43k | $2.0M | 40% | Jun 2026 |
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| Cornerstone Financial Management | 41k | $2.0M | 22% | Jun 2026 |
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| Frontier Asset Management | 41k | $1.9M | -2% | Jun 2026 |
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| First Heartland Consultants | 40k | $1.9M | -2% | Jun 2026 |
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| Commonwealth Equity Services | 33k | $1.6M | 520% | Jun 2026 |
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| Merit Financial Group | 31k | $1.5M | 20% | Jun 2026 |
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| Global Strategic Investment Solutions | 25k | $1.2M | 77% | Jun 2026 |
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| Kestra Advisory Services | 23k | $1.1M | -2% | Jun 2026 |
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| Firestone Capital Management | 14k | $661k | 7% | Jun 2026 |
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| Change Path | 14k | $660k | -94% | Jun 2026 |
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| Abundance Wealth Counselors | 13k | $635k | 100% | Jun 2026 |
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| Goldman Sachs Group | 11k | $544k | 100% | Jun 2026 |
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| Synergy Financial Management | 11k | $536k | 100% | Jun 2026 |
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| TrustWell Financial Advisors | 8.2k | $390k | 100% | Jun 2026 |
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| Cetera Investment Advisers | 7.2k | $345k | -15% | Jun 2026 |
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| Values First Advisors | 5.9k | $281k | 0% | Jun 2026 |
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| Strategic Blueprint | 5.6k | $270k | 5% | Jun 2026 |
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| Citadel Advisors | 5.5k | $265k | -56% | Jun 2026 |
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| IFP Advisors | 5.1k | $246k | 0% | Jun 2026 |
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| Security Financial Services | 4.5k | $215k | 100% | Jun 2026 |
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| Creative Financial Designs | 3.4k | $162k | -3% | Jun 2026 |
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| CX Institutional | 2.8k | $132k | -5% | Jun 2026 |
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| Harbour Investments | 2.3k | $110k | -73% | Jun 2026 |
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| Aptus Capital Advisors | 1.8k | $85k | 0% | Jun 2026 |
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| Jpmorgan Chase & Co | 1.7k | $79k | 100% | Jun 2026 |
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| Mercer Global Advisors | 911.00 | $44k | 100% | Jun 2026 |
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| Farther Finance Advisors | 859.00 | $41k | 100% | Jun 2026 |
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| Global Retirement Partners | 627.00 | $30k | 100% | Jun 2026 |
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| CWM | 546.00 | $24k | 0% | Mar 2026 |
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| IFG Advisory | 545.00 | $26k | 100% | Jun 2026 |
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| Action Point Financial Planning | 415.00 | $20k | 100% | Jun 2026 |
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| Bare Financial Services | 309.00 | $15k | 100% | Jun 2026 |
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| Advisor Group Holdings | 288.00 | $14k | 0% | Jun 2026 |
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| AdvisorNet Financial | 266.00 | $13k | 3% | Jun 2026 |
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| UBS Group | 173.00 | $8.3k | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 168.00 | $8.0k | 100% | Jun 2026 |
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| Vanguard Advisers | 1.00 | $48.000000 | 0% | Jun 2026 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Mar 2026 | 18k | $786k |
| Dynamic Advisors Solutions | Mar 2026 | 8.4k | $363k |
| Susquehanna International | Mar 2026 | 6.5k | $279k |
| Mather Group | Mar 2026 | 309.00 | $13k |
| Ronald Blue Trust | Mar 2026 | 157.00 | $6.8k |
| GeoWealth Management | Mar 2026 | 1.00 | $43.000000 |