| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2024 | 11 |
| Atria Investments, Inc | 11 | 11 | 0.54% | 0.86% | 1.08% | Q4 2021 | Q2 2024 | 11 |
| OneAscent Financial Services LLC | 10 | 10 | 4.10% | 7.84% | 16.20% | Q1 2022 | Q2 2024 | 10 |
| OneAscent Wealth Management LLC | 10 | 10 | 5.95% | 10.89% | 15.42% | Q1 2022 | Q2 2024 | 10 |
| UBS Group AG | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2024 | 9 |
| RFG Advisory, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q2 2024 | 9 |
| Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2024 | 9 |
| Rockefeller Capital Management L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
| Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q2 2024 | 5 |
| GTS SECURITIES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 3 |
| PATRON PARTNERS, LLC | 3 | 3 | 0.38% | 0.98% | 1.37% | Q4 2023 | Q2 2024 | 3 |
| Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
| EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 2 |
| ROYAL BANK OF CANADA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
| Dynamic Advisor Solutions LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2024 | Q2 2024 | 1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
| O'Connor Financial Group LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | 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.