UNIFIED SERIES TRUST - OASC
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Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$73.18M
QoQ value delta ($000)
+$6.031M
(+8.98%)
Implied price effect (QoQ)
+1.19%
Shares
Total shares
2,455,881
QoQ shares delta
+175,644
(+7.7%)
Total shares held by funds (by quarter)
Market chart (OASC)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| OneAscent Financial Services LLC | 47,812 | 1,604,453 | 2.59% |
| OneAscent Wealth Management LLC | 17,321 | 581,253 | 5.73% |
| Atria Investments, Inc | 3,215 | 107,918 | 0.04% |
| OneAscent Family Office, LLC | 1,550 | 52,020 | 1.08% |
| First Heartland Consultants, Inc. | 904 | 30,366 | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 511 | 17,156 | 0.0% |
| OneAscent Investment Solutions LLC | 480 | 16,116 | 0.48% |
| Strategic Blueprint, LLC | 390 | 13,092 | 0.02% |
| Plan A Wealth LLC | 377 | 12,659 | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | 345 | 11,591 | 0.0% |
| IFP Advisors, Inc | 181 | 6,088 | 0.0% |
| Aptus Capital Advisors, LLC | 54 | 1,843 | 0.0% |
| Values First Advisors, Inc. | 24 | 829 | 0.01% |
| OSAIC HOLDINGS, INC. | 9 | 316 | 0.0% |
| Blue Trust, Inc. | 5 | 181 | 0.0% |