OASC UNIFIED SER TR: institutional ownership and insider trading
13 funds reported holding $89.6M of UNIFIED SER TR in their latest 13F filings; in Q2 2026 funds net bought $1.41M, with 0 new positions and 1 funds selling out.
Largest institutional holders of OASC
- OneAscent Financial Services LLC — $61.3M
- OneAscent Wealth Management LLC — $18.7M
- Atria Investments, Inc — $4.22M
- OneAscent Family Office, LLC — $1.42M
- First Heartland Consultants, Inc. — $955K
- ENVESTNET ASSET MANAGEMENT INC — $661K
- OneAscent Investment Solutions LLC — $567K
- Plan A Wealth LLC — $487K
- Strategic Blueprint, LLC — $477K
- IFP Advisors, Inc — $401K