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 24 institutions that hold shares in the stock, with a total of 4.89 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 |
2,273,667
shares
|
$0
5.26% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
980,301
shares
|
$0
11.72% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
925,763
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 10.94%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Aug 06, 2025 Q2 2025 |
120,213
shares
|
$0
3.69% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
115,855
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
88,691
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
88,430
shares
|
$0
0.01% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
72,517
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
64,417
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 251.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
29,011
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 24.79%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
21,713
shares
|
$0
0.75% of portfolio
|
Q2 2025
Added 27.18%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jul 11, 2025 Q2 2025 |
20,230
shares
|
$0
0.41% of portfolio
|
Q2 2025
Reduced 19.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
17,274
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 37.98%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,467
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 97.53%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
14,086
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 248.23%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,081
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
12,854
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
8,615
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 37.16%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,125
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 1285.14%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,605
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 14, 2025 Q2 2025 |
729
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
491
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
10
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 99.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|