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 47 institutions that hold shares in the stock, with a total of 5.36 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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
10,086
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
8,891
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,871
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
8,736
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,211
shares
|
$0
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,829
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
6,393
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
6,042
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 26.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
5,806
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
5,444
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
5,376
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,353
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 217.69%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,062
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,640
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,403
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,749
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,065
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,008
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
702
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
274
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 71.9%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|