Oneascent Enhanced Small AndOASCETF
13F holders, Q2 2024 (June 30)3holders
$24.99avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Oneascent Enhanced Small And (OASC) in their 13F filings. The largest holders were OneAscent Financial Services LLC ($4.8M), Atria Investments, Inc ($3.7M) and OneAscent Wealth Management LLC ($619K).
- Company
- Oneascent Enhanced Small And
- Filed as
- UNIFIED SER TR (Q2 2024)
- CUSIP
- 90470L295
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $9.1M |
| Exits | 0 | $0 |
Ownership 3 holders
| OneAscent Financial Services LLC | 0.67% | New | 191,161 | $4.8M |
| Atria Investments, Inc | 0.05% | New | 148,302 | $3.7M |
| OneAscent Wealth Management LLC | 0.32% | New | 24,757 | $619K |
"% of holder's portfolio" is OASC's weight in each manager's 13F, not the share of Oneascent Enhanced Small And the manager owns.