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 24 institutions that hold shares in the stock, with a total of 1.52 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 |
May 05, 2025 Q1 2025 |
627,207
shares
|
$0
1.18% of portfolio
|
Q1 2025
Reduced 23.3%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
247,299
shares
|
$0
3.08% of portfolio
|
Q1 2025
Reduced 41.97%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
227,293
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 78.4%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 07, 2025 Q1 2025 |
96,743
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
54,551
shares
|
$0
1.46% of portfolio
|
Q1 2025
Reduced 16.97%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
31,819
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
31,599
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
29,713
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
26,117
shares
|
$0
0.89% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
25,978
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 10.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
24,436
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
19,050
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
18,700
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
17,913
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 33.92%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
16,609
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
9,349
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,321
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 70.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
6,173
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 2643.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,454
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,596
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
1,009
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
697
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 60.97%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
332
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|