Security key
90470L444
- Type / Class
- Equity / ONEASCENT INTL
- Total 13F shares
- 5,925,650
- Share change
- +550,132
- Total reported value
- $245,506,858
- Price per share
- $41.39
- Number of holders
- 43
- Value change
- +$23,114,555
- Number of buys
- 22
- Number of sells
- 22
Report period
Q4 2025
Institutions
43
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 90470L444
Recent filing periods:
Top shareholders of OAIM - UNIFIED SER TR - ONEASCENT INTL (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of UNIFIED SER TR - ONEASCENT INTL (OAIM) as of Q4 2025
As of 31 Dec 2025,
UNIFIED SER TR - ONEASCENT INTL (OAIM) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,925,650 shares.
The largest 10 holders included
OneAscent Financial Services LLC, OneAscent Wealth Management LLC, Plan A Wealth LLC, Atria Investments, Inc, OneAscent Family Office, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Valmark Advisers, Inc., ENVESTNET ASSET MANAGEMENT INC, World Investment Advisors, and Inspire Advisors, LLC.
This page lists
43
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
45
Q4 2025 holders
43
Holder diff
-2
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.