UNIFIED SER TR (OALC) — institutional ownership

32 funds reported holding UNIFIED SER TR in their latest 13F filings, worth $224M in total (CUSIP 90470L527).

Largest holders

1. OneAscent Financial Services LLC — $118M
2. OneAscent Wealth Management LLC — $43.9M
3. Atria Investments, Inc — $13.0M
4. ENVESTNET ASSET MANAGEMENT INC — $6.18M
5. JONES FINANCIAL COMPANIES LLLP — $6.10M
6. PATRON PARTNERS, LLC — $6.04M
7. TrueWealth Advisors, LLC — $5.71M
8. LPL Financial LLC — $3.54M
9. OneAscent Family Office, LLC — $3.51M
10. RFG Advisory, LLC — $3.49M

Insider buying and selling at UNIFIED SER TR

Who owns the most OALC stock?

The largest institutional holders in the latest 13F filings are OneAscent Financial Services LLC ($118M), OneAscent Wealth Management LLC ($43.9M), Atria Investments, Inc ($13.0M).

How many funds own OALC?

32 funds reported holding it, worth $224M in total.