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 23 institutions that hold shares in the stock, with a total of 2.73 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
1,052,043
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 37.94%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
817,693
shares
|
$0
2.03% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
426,154
shares
|
$0
5.12% of portfolio
|
Q4 2024
Reduced 42.63%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Feb 07, 2025 Q4 2024 |
105,539
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.3%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
65,699
shares
|
$0
3.48% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,487
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
31,819
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 18.37%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
31,040
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 15.48%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
30,038
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 22.32%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
29,518
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
23,559
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 49.55%
|
|
|
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.
|
Feb 14, 2025 Q4 2024 |
18,170
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
6,321
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 70.61%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
4,454
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,628
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
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
|
Feb 07, 2025 Q4 2024 |
433
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
292
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
225
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|