OACP UNIFIED SER TR: institutional ownership and insider trading
30 funds reported holding $257M of UNIFIED SER TR in their latest 13F filings; in Q2 2026 funds net bought $20.6M, with 3 new positions and 2 funds selling out.
Famous investors holding OACP
- Ken Griffin (Citadel Advisors): $623K, 0.0% of the portfolio
Largest institutional holders of OACP
- OneAscent Financial Services LLC — $128M
- OneAscent Wealth Management LLC — $58.9M
- Atria Investments, Inc — $16.2M
- OneAscent Family Office, LLC — $9.89M
- CREATIVE FINANCIAL DESIGNS INC /ADV — $9.39M
- PATRON PARTNERS, LLC — $4.39M
- First Heartland Consultants, Inc. — $4.11M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $3.55M
- ENVESTNET ASSET MANAGEMENT INC — $3.22M
- RFG Advisory, LLC — $2.90M