Institutional Ownership Unified Ser Tr Oneascent Large (OALC)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Large (OALC). We have compiled data on the 21 institutions that hold shares in the stock, with a total of 4.6 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 |
2,149,278
shares
|
$0
4.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
979,614
shares
|
$0
12.13% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
834,447
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 64.86%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
123,807
shares
|
$0
3.3% of portfolio
|
Q1 2025
Added 62.86%
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
117,859
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 9.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
95,395
shares
|
$0
0.01% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
88,691
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
69,633
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 32.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,248
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
20,230
shares
|
$0
0.41% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
18,351
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
17,274
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 37.98%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
17,072
shares
|
$0
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,732
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 23.94%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,710
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 36.28%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
7,324
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 19.95%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,045
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 31.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,965
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,394
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
370
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 82.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|