UNIFIED SERIES TRUST - OASC

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

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)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (OASC)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q1 2026)

Top 25 only Full list
Early Q2 2026 data: only 14 institutional holders reported so far. More will appear as funds file with the SEC.
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%