Institutional Ownership Unified Ser Tr Oneascent Core (OACP)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Core (OACP). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 8.07 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
5,361,713
shares
|
$121 Million
1.66% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,347,312
shares
|
$52.9 Million
20.92% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
113,627
shares
|
$2.56 Million
1.45% of portfolio
|
Q4 2024
Added 23.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
95,044
shares
|
$2.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
82,699
shares
|
$1.86 Million
0.05% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,639
shares
|
$802,590
0.0% of portfolio
|
Q3 2024
Added 52.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
23,079
shares
|
$519,739
0.0% of portfolio
|
Q3 2024
Reduced 51.65%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,260
shares
|
$343,655
0.02% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|