Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / ONEASCENT SMALL
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Number of holders
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10
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Total 13F shares, excl. options
-
1.26M
-
Shares change
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+241K
-
Total reported value, excl. options
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$32.8M
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Value change
-
+$6.3M
-
Number of buys
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9
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Number of sells
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-2
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Price
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$26.02
Significant Holders of UNIFIED SER TR - ONEASCENT SMALL (OASC) as of Q2 2025
11 filings reported holding OASC - UNIFIED SER TR - ONEASCENT SMALL as of Q2 2025.
UNIFIED SER TR - ONEASCENT SMALL (OASC) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.26M shares
.
Largest 10 shareholders include OneAscent Financial Services LLC (724K shares), Atria Investments, Inc (342K shares), OneAscent Wealth Management LLC (84.1K shares), First Heartland Consultants, Inc. (53.3K shares), OneAscent Family Office, LLC (22.5K shares), Strategic Blueprint, LLC (10.1K shares), OneAscent Investment Solutions LLC (10K shares), IFP Advisors, Inc (6.31K shares), Aptus Capital Advisors, LLC (1.62K shares), and UBS Group AG (1.6K shares).
This table shows the top 10 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.