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 18 institutions that hold shares in the stock, with a total of 6.15 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 |
2,374,936
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
2,128,265
shares
|
$0
5.38% of portfolio
|
Q4 2024
New holding
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,073,108
shares
|
$0
13.11% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
107,340
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 24.63%
|
|
|
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%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
76,022
shares
|
$0
4.09% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
21,515
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 27.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
18,745
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 12.66%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,054
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,149
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 26.18%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
6,788
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
5,318
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2921.59%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
3,071
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 168.21%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|