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 26 institutions that hold shares in the stock, with a total of 6.11 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
2,562,615
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,986,192
shares
|
$0
5.5% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
839,965
shares
|
$0
11.13% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
177,923
shares
|
$0
10.38% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
56,847
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
47,641
shares
|
$0
0.1% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
46,969
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 36.11%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
42,679
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 11.83%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
25,629
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,938
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 4.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
23,934
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 160.75%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
18,293
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
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
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,804
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 55.19%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
9,289
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
8,840
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,361
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
6,458
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
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 |
Feb 12, 2025 Q4 2024 |
1,685
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
975
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
151
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|