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UNIFIED SER TR
Ticker: OAEM
CUSIP: 90470L469
Class: ETF
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
OneAscent Financial Services LLC
861,297
$31,549
OneAscent Wealth Management LLC
435,877
$15,966
Atria Investments, Inc
99,279
$3,637
OneAscent Family Office, LLC
77,368
$2,834
First Heartland Consultants, Inc.
38,791
$1,421
Frontier Asset Management, LLC
38,616
$1,415
ENVESTNET ASSET MANAGEMENT INC
32,371
$1,186
PATRON PARTNERS, LLC
31,563
$1,156
OneAscent Investment Solutions LLC
26,364
$966
RFG Advisory, LLC
23,428
$858
Valmark Advisers, Inc.
21,556
$790
Cambridge Investment Research Advisors, Inc.
20,350
$1
CITADEL ADVISORS LLC
18,654
$683
Plan A Wealth LLC
17,130
$627
JANE STREET GROUP, LLC
16,048
$588
Envestnet Portfolio Solutions, Inc.
14,198
$520
Inspire Advisors, LLC
13,171
$482
IFP Advisors, Inc
11,355
$416
CREATIVE FINANCIAL DESIGNS INC /ADV
10,544
$386
OLD MISSION CAPITAL LLC
5,858
$215
EverSource Wealth Advisors, LLC
2,208
$81
Kestra Advisory Services, LLC
1,617
$59
AdvisorNet Financial, Inc
1,232
$45
Aptus Capital Advisors, LLC
498
$18
COMERICA BANK
340
$12
CX Institutional
224
$0
Clarity Asset Management, Inc.
34
$1
Total (27 institutions)
1,819,971
$65,913