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 20 institutions that hold shares in the stock, with a total of 2.82 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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
1,695,232
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 70.82%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
742,795
shares
|
$0
8.63% of portfolio
|
Q3 2024
Added 81.01%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Nov 12, 2024 Q3 2024 |
111,448
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 23.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
41,467
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 46.13%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
36,727
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 16.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,169
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 62.73%
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
30,832
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 47.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
24,701
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 27.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
24,557
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
20,062
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
17,954
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 43.57%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
14,802
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 27.31%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,974
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
10,483
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 84.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,345
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
2,019
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
2,011
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 28.09%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,002
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
331
shares
|
$0
0.0% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|