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 47 institutions that hold shares in the stock, with a total of 5.36 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 |
Oct 31, 2025 Q3 2025 |
1,395,907
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 141.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,013,367
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 11.46%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
896,583
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 21.2%
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
587,880
shares
|
$0
12.03% of portfolio
|
Q3 2025
Added 21.22%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
223,133
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 14.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
213,988
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
89,157
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
76,261
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
71,980
shares
|
$0
1.32% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
69,860
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
68,285
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 151.56%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
62,847
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.11%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
59,787
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
59,295
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 80.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
53,377
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
45,804
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Frontier Asset Management, LLC
Sheridan, WY |
Oct 29, 2025 Q3 2025 |
44,154
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 394.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
39,932
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 60.35%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
38,772
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
38,535
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
31,974
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 5.0%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
22,344
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
22,149
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
18,938
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
10,542
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 1.74%
|
|