Who owns UNIFIED SER TR?
- Ticker: OAIM
- CUSIP Number: 90470l444
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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 | 2.3M | $97M | 306% | Dec 2025 |
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| OneAscent Wealth Management | 921k | $38M | 3% | Dec 2025 |
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| Plan A Wealth | 612k | $25M | 4% | Dec 2025 |
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| Atria Investments | 603k | $25M | -40% | Dec 2025 |
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| OneAscent Family Office | 250k | $10M | 12% | Dec 2025 |
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| ValMark Advisers | 97k | $4.0M | 28% | Dec 2025 |
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| Envestnet Asset Management | 93k | $3.9M | 36% | Dec 2025 |
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| Pensionmark Financial Group | 79k | $3.3M | 13% | Dec 2025 |
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| Inspire Advisors | 77k | $3.2M | 29% | Dec 2025 |
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| Investment Research Partners | 72k | $3.0M | -1% | Dec 2025 |
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| OneAscent Investment Solutions | 63k | $2.6M | 0% | Dec 2025 |
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| RFG Advisory | 61k | $2.6M | 6% | Mar 2026 |
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| Patron Partners Advisors | 46k | $1.9M | -1% | Dec 2025 |
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| Frontier Asset Management | 43k | $1.8M | -3% | Dec 2025 |
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| Cambridge Investment Research Advisors | 42k | $1.7M | 5% | Dec 2025 |
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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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| Merit Financial Group | 26k | $1.1M | 4% | Mar 2026 |
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| LPL Financial | 23k | $969k | -39% | Dec 2025 |
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| Kestra Advisory Services | 23k | $953k | 4% | Dec 2025 |
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| Citadel Advisors | 22k | $911k | -75% | Dec 2025 |
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| EverSource Wealth Advisors | 15k | $629k | 1327% | Dec 2025 |
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| Firestone Capital Management | 12k | $486k | 11% | Dec 2025 |
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| Cetera Investment Advisers | 8.5k | $350k | -5% | Dec 2025 |
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| Dynamic Advisors Solutions | 8.4k | $363k | -1% | Mar 2026 |
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| Abundance Wealth Counselors | 6.6k | $275k | 4% | Dec 2025 |
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| Harbour Investments | 6.2k | $256k | -81% | Dec 2025 |
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| Foundations Investment Advisors | 6.0k | $249k | 0% | Dec 2025 |
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| Change Path | 6.0k | $247k | -97% | Dec 2025 |
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| Values First Advisors | 5.9k | $253k | -3% | Mar 2026 |
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| Strategic Blueprint | 5.4k | $222k | 0% | Dec 2025 |
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| Commonwealth Equity Services | 5.3k | $221k | -8% | Dec 2025 |
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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 | 1.7k | $72k | 0% | Dec 2025 |
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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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| GeoWealth Management | 1.00 | $41.000000 | 0% | Dec 2025 |
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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 |
| Jane Street | Sep 2025 | 59k | $2.4M |
| Susquehanna International | Sep 2025 | 8.7k | $351k |
| Flow Traders US | Sep 2025 | 8.2k | $330k |
| Hrt Financial | Sep 2025 | 6.8k | $274k |
| Principal Securities | Sep 2025 | 2.4k | $97k |