UNIFIED SER TR (OACP) — institutional ownership

30 funds reported holding UNIFIED SER TR in their latest 13F filings, worth $257M in total (CUSIP 90470L519).

Largest holders

1. OneAscent Financial Services LLC — $128M
2. OneAscent Wealth Management LLC — $58.9M
3. Atria Investments, Inc — $16.2M
4. OneAscent Family Office, LLC — $9.89M
5. CREATIVE FINANCIAL DESIGNS INC /ADV — $9.39M
6. PATRON PARTNERS, LLC — $4.39M
7. First Heartland Consultants, Inc. — $4.11M
8. WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $3.55M
9. ENVESTNET ASSET MANAGEMENT INC — $3.22M
10. RFG Advisory, LLC — $2.90M

Famous investors holding it

• Ken Griffin portfolio (Citadel Advisors)

Insider buying and selling at UNIFIED SER TR

Who owns the most OACP stock?

The largest institutional holders in the latest 13F filings are OneAscent Financial Services LLC ($128M), OneAscent Wealth Management LLC ($58.9M), Atria Investments, Inc ($16.2M).

How many funds own OACP?

30 funds reported holding it, worth $257M in total.