Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / ONEASCENT INTL
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Number of holders
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10
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Total 13F shares, excl. options
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5.55M
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Shares change
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+1.89M
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Total reported value, excl. options
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$164M
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Value change
-
+$55.6M
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Number of buys
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9
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Price
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$29.50
Significant Holders of UNIFIED SER TR - ONEASCENT INTL (OAIM) as of Q1 2023
10 filings reported holding OAIM - UNIFIED SER TR - ONEASCENT INTL as of Q1 2023.
UNIFIED SER TR - ONEASCENT INTL (OAIM) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.55M shares
.
Largest 10 shareholders include Atria Investments, Inc (2.79M shares), OneAscent Wealth Management LLC (1.4M shares), OneAscent Financial Services LLC (1.22M shares), Cambridge Investment Research Advisors, Inc. (41.1K shares), O'Connor Financial Group LLC (29.2K shares), Kestra Advisory Services, LLC (24.7K shares), RFG Advisory, LLC (20K shares), CITADEL ADVISORS LLC (9.42K shares), EverSource Wealth Advisors, LLC (2.88K shares), and UBS Group AG (1.64K 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.