Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / ONEASCENT INTL
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Number of holders
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28
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Total 13F shares, excl. options
-
5.2M
-
Shares change
-
-919K
-
Total reported value, excl. options
-
$174M
-
Value change
-
-$30.7M
-
Number of buys
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19
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Number of sells
-
-6
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Price
-
$33.42
Significant Holders of UNIFIED SER TR - ONEASCENT INTL (OAIM) as of Q1 2025
29 filings reported holding OAIM - UNIFIED SER TR - ONEASCENT INTL as of Q1 2025.
UNIFIED SER TR - ONEASCENT INTL (OAIM) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.2M shares
.
Largest 10 shareholders include OneAscent Financial Services LLC (2.07M shares), Atria Investments, Inc (1.16M shares), OneAscent Wealth Management LLC (953K shares), OneAscent Family Office, LLC (210K shares), CreativeOne Wealth, LLC (208K shares), Cambridge Investment Research Advisors, Inc. (94.3K shares), Valmark Advisers, Inc. (76.8K shares), OneAscent Investment Solutions LLC (73.7K shares), StoneX Group Inc. (73.2K shares), and PATRON PARTNERS, LLC (48.7K shares).
This table shows the top 28 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.