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Unified Ser Tr shares owned by Citadel Advisors

Quarter-by-quarter ownership of Unified Ser Tr (OAIM) shares owned by Citadel Advisors from 13F filings

Historical chart of Citadel Advisors investment in Unified Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Unified Ser Tr held by Citadel Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Unified Ser Tr by Citadel Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 89k 40.22
2025-06-30 $3.2M 83k 38.19
2024-06-30 $1.3M 39k 32.25
2024-03-31 $2.4M 75k 32.13
2023-12-31 $447k 15k 30.40
2023-03-31 $278k 9.4k 29.50

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View all positions for Citadel Advisors

Top funds holding Unified Ser Tr

OneAscent Financial Services
Atria Investments
OneAscent Wealth Management
Plan A Wealth
OneAscent Family Office
Change Path
Citadel Advisors
ValMark Advisers
Investment Research Partners
Pensionmark Financial Group
Envestnet Asset Management
OneAscent Investment Solutions
Inspire Advisors
Jane Street
RFG Advisory

View all funds holding Unified Ser Tr