Institutional Ownership Unified Ser Tr Oneascent Core (OACP)
This table provides information about the institutional ownership of Unified Ser Tr Oneascent Core (OACP). We have compiled data on the 11 institutions that hold shares in the stock, with a total of 8.18 Million shares, which have been reported (via 13F filing form) to have a value of $185 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
5,389,804
shares
|
$122 Million
1.62% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,347,312
shares
|
$53 Million
20.92% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
113,627
shares
|
$2.57 Million
1.45% of portfolio
|
Q4 2024
Added 23.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
95,044
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
82,699
shares
|
$1.87 Million
0.05% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
71,205
shares
|
$1.61 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,639
shares
|
$805,441
0.0% of portfolio
|
Q3 2024
Added 52.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
23,079
shares
|
$521,585
0.0% of portfolio
|
Q3 2024
Reduced 51.65%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,260
shares
|
$344,876
0.02% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,748
shares
|
$107,304
0.0% of portfolio
|
Q4 2024
Added 276.23%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|