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 4.61 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
|
Apr 10, 2025 Q1 2025 |
87,526
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
69,633
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 32.41%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
27,854
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
25,088
shares
|
$0
0.47% of portfolio
|
Q1 2025
Reduced 7.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
23,248
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
18,351
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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 14, 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%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
2,063
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
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
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|