Institutional Ownership Unified Ser Tr Oneascent Intl (OAIM)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Intl (OAIM). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 5.76 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
2,193,670
shares
|
$0
5.99% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
1,144,587
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
1,137,753
shares
|
$0
16.0% of portfolio
|
Q2 2025
Added 19.4%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
260,316
shares
|
$0
9.4% of portfolio
|
Q2 2025
Added 24.05%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
214,029
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
100,711
shares
|
$0
0.01% of portfolio
|
Q2 2025
Added 6.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
82,566
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
74,917
shares
|
$0
3.05% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
70,846
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
64,179
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
53,777
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
50,722
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
38,006
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 53.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
37,965
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 40.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
33,656
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 3491.89%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,924
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 241.25%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
31,733
shares
|
$0
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
27,145
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 23.67%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
22,266
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
17,961
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
12,043
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 15.68%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
10,362
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 6.15%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Aug 12, 2025 Q2 2025 |
8,937
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,871
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
8,209
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.57%
|