Latest Period
Q1 2026
Security Snapshot
UNIFIED SER TR - ONEASCENT LARGE (OALC) Institutional Ownership
CUSIP: 90470L527
13F Institutional Holders and Ownership History from Q4 2021 to Q1 2026
Institutions Reporting
29
Shares (Excl. Options)
5,315,768
Price
$34.27
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- Security type / class
- Equity / ONEASCENT LARGE
- Symbol
- OALC
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 5,315,768
- Total 13F value
- $182,142,991
- Portfolio coverage rank
- 0%
- Share change
- +438,936
- Value change
- +$15,008,965
- Number of holders
- 29
- SEC-reported price per share
- $39.68
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- OALC - UNIFIED SER TR - ONEASCENT LARGE is tracked under CUSIP 90470L527.
- 29 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 28 to 29 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $172,883,257 to $182,142,991.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 29 institutions filings for Q1 2026.
Security key
90470L527
Latest holder period
Q1 2026
13F holders
29
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 90470L527:
As of 31 Mar 2026, 29 institutional investors reported holding 5,315,768 shares of UNIFIED SER TR - ONEASCENT LARGE (OALC).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
18
Latest
Q1 2026
Rows shown
1-18 of 18
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 5,315,768 | $182,142,991 | +$15,008,965 | $34.27 | 29 |
| 2025 Q4 | 4,876,831 | $172,883,257 | +$34,813,450 | $35.45 | 28 |
| 2025 Q3 | 3,890,672 | $135,421,428 | -$34,758,478 | $34.81 | 26 |
| 2025 Q2 | 4,890,145 | $158,623,952 | +$9,038,498 | $32.45 | 23 |
| 2025 Q1 | 4,611,712 | $131,894,059 | -$43,286,149 | $28.58 | 20 |
| 2024 Q4 | 6,108,698 | $181,227,038 | +$67,371,728 | $29.63 | 17 |
| 2024 Q3 | 3,728,894 | $109,039,771 | -$63,114,904 | $29.24 | 13 |
| 2024 Q2 | 5,983,723 | $167,125,285 | +$1,020,019 | $27.93 | 11 |
| 2024 Q1 | 5,947,203 | $162,654,764 | +$32,172,909 | $27.35 | 8 |
| 2023 Q4 | 4,773,569 | $119,265,844 | +$46,818,516 | $24.94 | 11 |
| 2023 Q3 | 2,899,760 | $65,240,948 | +$2,138,891 | $22.50 | 8 |
| 2023 Q2 | 2,804,530 | $64,390,274 | +$1,569,842 | $22.96 | 8 |
| 2023 Q1 | 2,737,781 | $60,445,574 | -$47,673,614 | $22.08 | 8 |
| 2022 Q4 | 4,874,512 | $100,243,170 | -$5,528,629 | $20.52 | 7 |
| 2022 Q3 | 5,143,683 | $95,834,000 | +$1,364,086 | $18.63 | 7 |
| 2022 Q2 | 5,069,998 | $100,316,000 | +$8,714,834 | $19.78 | 8 |
| 2022 Q1 | 4,630,908 | $106,178,000 | +$51,630,797 | $22.93 | 5 |
| 2021 Q4 | 2,379,015 | $59,820,000 | +$59,820,000 | $25.13 | 3 |