UNIFIED SER TR - ONEASCENT EMGRG (OAEM) Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2022 to Q4 2025

Type / Class
Equity / ONEASCENT EMGRG
Symbol
OAEM
Price per share
$36.63
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,554,155
Total reported value
$53,493,607
% of total 13F portfolios
0%
Share change
-205,331
Value change
-$7,040,142
Number of holders
27
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 27 institutional investors reported holding 1,554,155 shares of UNIFIED SER TR - ONEASCENT EMGRG (OAEM).

Institutional Holders of UNIFIED SER TR - ONEASCENT EMGRG (OAEM) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 38,791 $1,420,914 +$647,692 $36.63 1
2025 Q3 1,554,155 $53,493,607 -$7,040,142 $34.42 27
2025 Q2 1,759,486 $56,932,949 +$7,133,929 $32.36 25
2025 Q1 1,540,240 $44,306,064 -$35,725,143 $28.72 24
2024 Q4 2,756,834 $80,443,129 -$4,937,180 $29.14 23
2024 Q3 2,838,645 $86,877,015 +$6,058,673 $30.61 19
2024 Q2 2,645,478 $80,423,180 +$3,098,869 $30.40 21
2024 Q1 2,543,806 $76,243,300 -$27,689,753 $29.97 20
2023 Q4 3,467,675 $102,281,070 +$45,897,904 $29.28 16
2023 Q3 1,912,239 $51,236,044 +$4,967,878 $26.79 14
2023 Q2 1,716,260 $49,449,484 -$333,501 $28.81 7
2023 Q1 1,727,996 $49,228,419 +$6,812,826 $28.49 8
2022 Q4 1,475,622 $37,232,757 +$1,269,153 $25.23 4
2022 Q3 1,425,326 $32,526,000 +$32,526,000 $22.82 3