Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ONEASCENT EMGRG
-
Total 13F shares
-
1,759,486
-
Share change
-
+219,246
-
Total reported value
-
$56,932,949
-
Price per share
-
$32.36
-
Number of holders
-
25
-
Value change
-
+$7,133,922
-
Number of buys
-
18
-
Number of sells
-
9
Institutional Holders of UNIFIED SER TR - ONEASCENT EMGRG (OAEM) as of Q2 2025
As of 30 Jun 2025,
UNIFIED SER TR - ONEASCENT EMGRG (OAEM) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,759,486 shares.
The largest 10 holders included
OneAscent Financial Services LLC, OneAscent Wealth Management LLC, Atria Investments, Inc, Frontier Asset Management, LLC, OneAscent Family Office, LLC, ENVESTNET ASSET MANAGEMENT INC, PATRON PARTNERS, LLC, OneAscent Investment Solutions LLC, Valmark Advisers, Inc., and Cambridge Investment Research Advisors, Inc..
This page lists
25
institutional shareholders reporting positions in this security
for the Q2 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.