Institutional Ownership Unified Ser Tr Oneascent Emerg (OAEM)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Emerg (OAEM). We have compiled data on the 25 institutions that hold shares in the stock, with a total of 1.74 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
760,975
shares
|
$0
1.76% of portfolio
|
Q2 2025
Added 21.33%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
342,266
shares
|
$0
4.08% of portfolio
|
Q2 2025
Added 38.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
248,418
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
81,309
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.95%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
65,559
shares
|
$0
2.01% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
32,963
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
30,862
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
27,832
shares
|
$0
0.96% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
27,211
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,292
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 18.86%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
21,096
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
20,651
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
15,082
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 41.94%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
14,643
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
13,159
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 46.15%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
8,088
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 31.02%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
6,140
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,074
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 30.98%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,214
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 20.32%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
822
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
498
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
351
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 5.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
99
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
34
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|