UNIFIED SER TR (OASC) — institutional ownership

13 funds reported holding UNIFIED SER TR in their latest 13F filings, worth $89.6M in total (CUSIP 90470L295).

Largest holders

1. OneAscent Financial Services LLC — $61.3M
2. OneAscent Wealth Management LLC — $18.7M
3. Atria Investments, Inc — $4.22M
4. OneAscent Family Office, LLC — $1.42M
5. First Heartland Consultants, Inc. — $955K
6. ENVESTNET ASSET MANAGEMENT INC — $661K
7. OneAscent Investment Solutions LLC — $567K
8. Plan A Wealth LLC — $487K
9. Strategic Blueprint, LLC — $477K
10. IFP Advisors, Inc — $401K

Insider buying and selling at UNIFIED SER TR

Who owns the most OASC stock?

The largest institutional holders in the latest 13F filings are OneAscent Financial Services LLC ($61.3M), OneAscent Wealth Management LLC ($18.7M), Atria Investments, Inc ($4.22M).

How many funds own OASC?

13 funds reported holding it, worth $89.6M in total.