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 28 institutions that hold shares in the stock, with a total of 1.55 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 |
Oct 31, 2025 Q3 2025 |
574,740
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 258.69%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
399,064
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 16.59%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
222,992
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 10.24%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
64,098
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
40,352
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 50.37%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
32,067
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
28,760
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.69%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
27,172
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 17.57%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
26,278
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
21,491
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
21,109
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
20,582
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
17,793
shares
|
$0
0.31% of portfolio
|
Q3 2025
Added 12.27%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
11,534
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 21.23%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
11,477
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 23.9%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
9,252
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 50.68%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
7,577
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
5,976
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,724
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 29.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,683
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 104.74%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,601
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 47.92%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,223
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
498
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
403
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
380
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.26%
|
|