Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ONEASCENT SMALL
-
Total 13F shares
-
1,629,619
-
Share change
-
+373,892
-
Total reported value
-
$46,516,266
-
Price per share
-
$28.54
-
Number of holders
-
12
-
Value change
-
+$10,672,298
-
Number of buys
-
9
-
Number of sells
-
3
Institutional Holders of UNIFIED SER TR - ONEASCENT SMALL (OASC) as of Q3 2025
As of 30 Sep 2025,
UNIFIED SER TR - ONEASCENT SMALL (OASC) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,629,619 shares.
The largest 10 holders included
OneAscent Financial Services LLC, Atria Investments, Inc, OneAscent Wealth Management LLC, First Heartland Consultants, Inc., OneAscent Family Office, LLC, OneAscent Investment Solutions LLC, Strategic Blueprint, LLC, Cambridge Investment Research Advisors, Inc., Plan A Wealth LLC, and IFP Advisors, Inc.
This page lists
12
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| 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.