OAEM UNIFIED SER TR: institutional ownership and insider trading

32 funds reported holding $124M of UNIFIED SER TR in their latest 13F filings; in Q2 2026 funds net bought $17.5M, with 5 new positions and 2 funds selling out.

Famous investors holding OAEM

Largest institutional holders of OAEM

  1. OneAscent Financial Services LLC — $42.5M
  2. OneAscent Wealth Management LLC — $21.2M
  3. Proficio Capital Partners LLC — $15.2M
  4. ASSETMARK, INC — $8.78M
  5. Atria Investments, Inc — $6.51M
  6. OneAscent Family Office, LLC — $3.84M
  7. First Heartland Consultants, Inc. — $3.28M
  8. JANE STREET GROUP, LLC — $2.94M
  9. Inspire Advisors, LLC — $2.68M
  10. ENVESTNET ASSET MANAGEMENT INC — $2.43M

Who owns the most OAEM stock?

The largest institutional holders of UNIFIED SER TR in the latest 13F filings are OneAscent Financial Services LLC ($42.5M), OneAscent Wealth Management LLC ($21.2M), Proficio Capital Partners LLC ($15.2M).

Which famous investors own OAEM?

Ken Griffin.

All OAEM 13F holders