Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / ONEASCENT LARGE
-
Total 13F shares
-
3,890,672
-
Share change
-
-999,473
-
Total reported value
-
$135,421,427
-
Price per share
-
$34.81
-
Number of holders
-
26
-
Value change
-
-$34,758,482
-
Number of buys
-
16
-
Number of sells
-
10
Institutional Holders of UNIFIED SER TR - ONEASCENT LARGE (OALC) as of Q3 2025
As of 30 Sep 2025,
UNIFIED SER TR - ONEASCENT LARGE (OALC) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,890,672 shares.
The largest 10 holders included
OneAscent Financial Services LLC, OneAscent Wealth Management LLC, Atria Investments, Inc, OneAscent Family Office, LLC, PATRON PARTNERS, LLC, TrueWealth Advisors, LLC, Cambridge Investment Research Advisors, Inc., RFG Advisory, LLC, First Heartland Consultants, Inc., and ENVESTNET ASSET MANAGEMENT INC.
This page lists
26
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.