OALC UNIFIED SER TR: institutional ownership and insider trading
32 funds reported holding $224M of UNIFIED SER TR in their latest 13F filings; in Q2 2026 funds net bought $2.70M, with 4 new positions and 4 funds selling out.
Largest institutional holders of OALC
- OneAscent Financial Services LLC — $118M
- OneAscent Wealth Management LLC — $43.9M
- Atria Investments, Inc — $13.0M
- ENVESTNET ASSET MANAGEMENT INC — $6.18M
- JONES FINANCIAL COMPANIES LLLP — $6.10M
- PATRON PARTNERS, LLC — $6.04M
- TrueWealth Advisors, LLC — $5.71M
- LPL Financial LLC — $3.54M
- OneAscent Family Office, LLC — $3.51M
- RFG Advisory, LLC — $3.49M