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
Download as csv
Download as Excel
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 | 2.8M | $97M | 11% | Mar 2026 |
|
| OneAscent Wealth Management | 1.2M | $40M | 1% | Mar 2026 |
|
| Atria Investments | 303k | $10M | 17% | Mar 2026 |
|
| Patron Partners Advisors | 129k | $4.4M | 9% | Mar 2026 |
|
| OneAscent Family Office | 118k | $4.0M | -5% | Mar 2026 |
|
| TrueWealth Advisors | 117k | $4.0M | 1% | Mar 2026 |
|
| Envestnet Asset Management | 110k | $3.8M | 63% | Mar 2026 |
|
| RFG Advisory | 84k | $2.9M | 8% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 84k | $2.9M | 0% | Mar 2026 |
|
| LPL Financial | 75k | $2.6M | 28% | Mar 2026 |
|
| First Heartland Consultants | 67k | $2.3M | 1% | Mar 2026 |
|
| Jones Financial Companies, L.L | 49k | $1.7M | 122% | Dec 2025 |
|
| Goldman Sachs Group | 27k | $910k | 100% | Mar 2026 |
|
| OneAscent Investment Solutions | 25k | $843k | 8% | Mar 2026 |
|
| Dynamic Advisors Solutions | 16k | $545k | 0% | Mar 2026 |
|
| IFP Advisors | 13k | $460k | 1% | Mar 2026 |
|
| Kestra Advisory Services | 13k | $445k | 14% | Mar 2026 |
|
| Security Financial Services | 13k | $459k | 32% | Dec 2025 |
|
| Jane Street | 8.8k | $301k | -54% | Mar 2026 |
|
| Equitable Holdings | 8.2k | $292k | 16% | Mar 2026 |
|
| Plan A Wealth | 8.2k | $281k | 4% | Mar 2026 |
|
| Values First Advisors | 7.2k | $247k | -4% | Mar 2026 |
|
| Rockefeller Capital Management | 7.2k | $246k | 0% | Mar 2026 |
|
| SHP Wealth Management | 4.5k | $153k | 0% | Mar 2026 |
|
| Aptus Capital Advisors | 2.9k | $99k | 2% | Mar 2026 |
|
| Clarity Asset Management | 691.00 | $24k | 1% | Mar 2026 |
|
| Ronald Blue Trust | 276.00 | $9.5k | 100% | Mar 2026 |
|
| EverSource Wealth Advisors | 70.00 | $2.4k | 100% | Mar 2026 |
|
| Vanguard Advisers | 1.00 | $34.000000 | 100% | Mar 2026 |
|
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 |
| CX Institutional | Dec 2025 | 404.00 | $14k |