UNIFIED SER TR - ONEASCENT SMALL (OASC) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2024 to Q4 2025

Type / Class
Equity / ONEASCENT SMALL
Symbol
OASC
Price per share
$29.45
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
1,629,619
Total reported value
$46,516,266
% of total 13F portfolios
0%
Share change
+373,892
Value change
+$10,672,299
Number of holders
12
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 30 Sep 2025, 12 institutional investors reported holding 1,629,619 shares of UNIFIED SER TR - ONEASCENT SMALL (OASC).

Institutional Holders of UNIFIED SER TR - ONEASCENT SMALL (OASC) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 31,487 $927,292 -$630,524 $29.45 1
2025 Q3 1,629,619 $46,516,266 +$10,672,299 $28.54 12
2025 Q2 1,255,727 $32,846,444 +$6,303,022 $26.02 10
2025 Q1 1,014,331 $25,104,377 +$2,382,329 $24.69 8
2024 Q4 918,202 $25,012,864 +$18,586,586 $27.18 6
2024 Q3 236,406 $6,559,704 -$3,019,281 $27.75 4
2024 Q2 364,220 $9,102,067 +$9,102,067 $24.99 3