Who owns UNIFIED SER TR?
- Ticker: OALC
- CUSIP Number: 90470l527
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 | 2.5M | $90M | 365% | Dec 2025 |
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| OneAscent Wealth Management | 1.2M | $41M | 9% | Dec 2025 |
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| Atria Investments | 259k | $9.2M | -66% | Dec 2025 |
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| OneAscent Family Office | 124k | $4.4M | -5% | Dec 2025 |
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| Patron Partners Advisors | 118k | $4.2M | 0% | Dec 2025 |
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| TrueWealth Advisors | 117k | $4.0M | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 84k | $3.0M | 4% | Dec 2025 |
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| RFG Advisory | 78k | $2.8M | 8% | Dec 2025 |
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| Envestnet Asset Management | 67k | $2.4M | 50% | Dec 2025 |
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| First Heartland Consultants | 67k | $2.3M | 1% | Mar 2026 |
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| LPL Financial | 59k | $2.1M | 90% | Dec 2025 |
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| Jones Financial Companies, L.L | 49k | $1.7M | 122% | Dec 2025 |
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| OneAscent Investment Solutions | 23k | $807k | 2% | Dec 2025 |
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| Jane Street | 19k | $676k | 100% | Dec 2025 |
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| Dynamic Advisors Solutions | 16k | $545k | 0% | Mar 2026 |
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| IFP Advisors | 13k | $470k | -2% | Dec 2025 |
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| Security Financial Services | 13k | $459k | 32% | Dec 2025 |
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| Kestra Advisory Services | 11k | $404k | 4% | Dec 2025 |
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| Plan A Wealth | 7.9k | $280k | -3% | Dec 2025 |
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| Values First Advisors | 7.5k | $267k | 88% | Dec 2025 |
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| Rockefeller Capital Management | 7.2k | $254k | 0% | Dec 2025 |
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| Equitable Holdings | 7.1k | $252k | 0% | Dec 2025 |
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| SHP Wealth Management | 4.5k | $158k | 100% | Dec 2025 |
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| Aptus Capital Advisors | 2.8k | $101k | 3% | Dec 2025 |
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| Clarity Asset Management | 687.00 | $24k | -6% | Dec 2025 |
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Who sold out of Unified Ser Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Sep 2025 | 19k | $659k |
| Meriwether Wealth & Planning | Dec 2025 | 17k | $616k |