Who owns UNIFIED SER TR?
- Ticker: OASC
- CUSIP Number: 90470l295
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 | 1.7M | $61M | 6% | Jun 2026 |
|
| OneAscent Wealth Management | 520k | $19M | -11% | Jun 2026 |
|
| Atria Investments | 121k | $4.3M | 12% | Jun 2026 |
|
| OneAscent Family Office | 40k | $1.4M | -24% | Jun 2026 |
|
| First Heartland Consultants | 28k | $1.0M | -8% | Jun 2026 |
|
| Envestnet Asset Management | 18k | $661k | 59% | Jun 2026 |
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| OneAscent Investment Solutions | 16k | $567k | -2% | Jun 2026 |
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| Plan A Wealth | 14k | $519k | 14% | Jun 2026 |
|
| Strategic Blueprint | 13k | $458k | -3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 11k | $376k | -39% | Jun 2026 |
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| IFP Advisors | 6.2k | $221k | 1% | Jun 2026 |
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| Aptus Capital Advisors | 1.8k | $66k | 0% | Jun 2026 |
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| Mercer Global Advisors | 1.1k | $38k | 100% | Jun 2026 |
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| Values First Advisors | 479.00 | $17k | -42% | Jun 2026 |
|
| Advisor Group Holdings | 316.00 | $11k | 0% | Jun 2026 |
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