Q2 2025 13F Holders as of 30 Jun 2025
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Type / Class
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Equity / ONEASCENT LARGE
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Total 13F shares
-
4,890,145
-
Share change
-
+278,433
-
Total reported value
-
$158,623,952
-
Price per share
-
$32.45
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Number of holders
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23
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Value change
-
+$9,038,498
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Number of buys
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15
-
Number of sells
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9
Institutional Holders of UNIFIED SER TR - ONEASCENT LARGE (OALC) as of Q2 2025
As of 30 Jun 2025 UNIFIED SER TR - ONEASCENT LARGE (OALC) had 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,890,145 shares of stock of the company.
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 LPL Financial LLC.
This table shows 23 institutional shareholders of the security as of 30 Jun 2025.
| 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.