Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / ONEASCENT SMALL
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Number of holders
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6
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Total 13F shares, excl. options
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918K
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Shares change
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+682K
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Total reported value, excl. options
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$25M
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Value change
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+$18.6M
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Number of buys
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5
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Number of sells
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-1
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Price
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$27.18
Significant Holders of UNIFIED SER TR - ONEASCENT SMALL (OASC) as of Q4 2024
6 filings reported holding OASC - UNIFIED SER TR - ONEASCENT SMALL as of Q4 2024.
UNIFIED SER TR - ONEASCENT SMALL (OASC) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 918K shares
.
Largest 6 shareholders include OneAscent Financial Services LLC (553K shares), Atria Investments, Inc (308K shares), OneAscent Wealth Management LLC (36.1K shares), First Heartland Consultants, Inc. (20.3K shares), UBS Group AG (403 shares), and IFP Advisors, Inc (350 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.