Oneascent Large Cap CoreOALCETF
13F holders, Q4 2024 (December 31)17holders +4
2new positions
1sold out
$29.67avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding Oneascent Large Cap Core (OALC) in their 13F filings, up 4 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Atria Investments, Inc ($70.4M), OneAscent Financial Services LLC ($63.3M) and OneAscent Wealth Management LLC ($31.8M).
- Company
- Oneascent Large Cap Core
- Filed as
- UNIFIED SER TR (Q4 2024)
- CUSIP
- 90470L527
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $63.5M |
| Exits | 1 | $1.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,328,487 shares bought and 63,076 shares sold, net +2,265,411 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Atria Investments, Inc | 0.88% | Add +4.8% | 2,374,936 | $70.4M |
| OneAscent Financial Services LLC | 5.38% | New | 2,128,265 | $63.3M |
| OneAscent Wealth Management LLC | 13.11% | Add +3.5% | 1,073,108 | $31.8M |
| Patron Partners, LLC | 1.72% | Add +24.6% | 107,340 | $3.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.4% | 99,813 | $3.0M |
| OneAscent Family Office, LLC | 4.09% | — | 76,022 | $2.3M |
| TrueWealth Advisors, LLC | 0.75% | Add +20.5% | 75,615 | $2.2M |
| RFG Advisory, LLC | 0.04% | Add +2.0% | 52,588 | $1.6M |
| Meriwether Wealth & Planning, LLC | 0.57% | — | 27,130 | $804K |
| Susquehanna International Group, LLP | 0.00% | Add +27.3% | 21,515 | $637K |
| LPL Financial LLC | 0.00% | Add +12.7% | 18,745 | $555K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -18.3% | 18,054 | $535K |
| Plan A Wealth LLC | 0.30% | — | 11,241 | $333K |
| Jane Street Group, LLC | 0.00% | Reduce -26.2% | 9,149 | $271K |
| Harvest Investment Services, LLC | 0.05% | New | 6,788 | $201K |
| UBS Group AG | 0.00% | Add +2921.6% | 5,318 | $158K |
| IFP Advisors, Inc | 0.00% | Add +168.2% | 3,071 | $91K |
"% of holder's portfolio" is OALC's weight in each manager's 13F, not the share of Oneascent Large Cap Core the manager owns.