OASC institutional holders
UNIFIED SER TR · 13F, 2026Q2
| Managers holding | 14 |
|---|---|
| Shares held | 2,505,517 |
| Reported value | $90.1m |
| Quarter flows | 0 new, 6 added, 6 trimmed, 1 exited |
Top 14 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| OneAscent Financial Services LLC | 1,706,630 | $61.3m | 2.9% |
| OneAscent Wealth Management LLC | 519,509 | $18.7m | 5.6% |
| Atria Investments, Inc | 120,899 | $4.3m | 0.0% |
| OneAscent Family Office, LLC | 39,518 | $1.4m | 0.7% |
| First Heartland Consultants, Inc. | 27,912 | $1.0m | 0.1% |
| Cambridge Investment Research Advisors, Inc. | 20,912 | $752,000 | 0.0% |
| ENVESTNET ASSET MANAGEMENT INC | 18,396 | $661,170 | 0.0% |
| OneAscent Investment Solutions LLC | 15,774 | $566,951 | 0.5% |
| Plan A Wealth LLC | 14,438 | $518,919 | 0.2% |
| Strategic Blueprint, LLC | 12,732 | $457,603 | 0.0% |
| IFP Advisors, Inc | 6,159 | $221,362 | 0.0% |
| Aptus Capital Advisors, LLC | 1,843 | $66,240 | 0.0% |
| Values First Advisors, Inc. | 479 | $17,228 | 0.0% |
| OSAIC HOLDINGS, INC. | 316 | $11,357 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("OASC"). OASC price history · All 13F data