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 29 institutions that hold shares in the stock, with a total of 5.2 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 |
May 05, 2025 Q1 2025 |
2,072,304
shares
|
$0
4.52% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
1,164,755
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 54.55%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
952,921
shares
|
$0
13.8% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
209,840
shares
|
$0
6.52% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
207,993
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 265.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
94,292
shares
|
$0
0.01% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
76,847
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
73,697
shares
|
$0
2.92% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
73,224
shares
|
$0
0.15% of portfolio
|
Q1 2025
Added 53.7%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
48,656
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
46,969
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 36.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
26,994
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 317.99%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
24,732
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
24,417
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
21,950
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 19.99%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
17,836
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
14,283
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
9,762
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 5.09%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
9,648
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,100
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,340
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 5.66%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,698
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,685
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,213
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
975
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|