| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| OneAscent Financial Services LLC | 7 | 7 | 11.96% | 16.47% | 20.55% | Q1 2022 | Q3 2023 | 7 |
| OneAscent Wealth Management LLC | 7 | 7 | 9.48% | 21.62% | 26.15% | Q1 2022 | Q3 2023 | 7 |
| Atria Investments, Inc | 7 | 7 | 0.70% | 1.80% | 2.25% | Q1 2022 | Q3 2023 | 7 |
| JANE STREET GROUP, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| RFG Advisory, LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
| UBS Group AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
| Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| PATRON PARTNERS, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
| O'Connor Financial Group LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q1 2023 | Q1 2023 | 1 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| EverSource Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
This page lists all the filers that currently own UNIFIED SER TR or have owned UNIFIED SER TR in the past.