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 27 institutions that hold shares in the stock, with a total of 3.9 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 |
Oct 31, 2025 Q3 2025 |
1,251,783
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 128.73%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
1,069,282
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
762,988
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
130,736
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 8.75%
|
|
|
Patron Partners, LLC
|
Oct 31, 2025 Q3 2025 |
118,651
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
115,171
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 15.24%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
80,734
shares
|
$0
0.01% of portfolio
|
Q3 2025
Reduced 8.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
71,967
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
65,955
shares
|
$0
0.0% of portfolio
|
Q4 2025
Added 0.84%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
44,887
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 249.21%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
30,777
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
22,344
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
22,077
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 330.77%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
18,931
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 119.74%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Jan 14, 2026 Q4 2025 |
17,386
shares
|
$0
0.35% of portfolio
|
Q4 2025
Reduced 11.94%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
15,953
shares
|
$0
0.0% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
13,592
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
11,005
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
9,810
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Plan A Wealth LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
8,102
shares
|
$0
0.14% of portfolio
|
Q3 2025
Reduced 27.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,167
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,109
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
3,998
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,767
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
729
shares
|
$0
0.01% of portfolio
|
Q2 2025
New holding
|
|