OALC
Unified Series TrustNYSE
Updated 1 day ago
Coverage limited
$41.88+0.04%
Close Oct 13, 2026
- Market cap
- —
- 1 month
- +2.3%
- 3 months
- +3.3%
- 1 year
- +22.8%
- 52-week range
- $33.37$42.52
- Dividend, last 12 mo
- $0.2152 · 0.51% yield
- Last ex-date
- Dec 30, 2025 · $0.2152
- Dividend growth
- 2+ years in a row
- Short interest
- 41.1K sharessettled Sep 30, 2026 · +2.2% since Sep 15, 2026 · FINRA
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: MEDIUM
3 top institutions tracked
as of 2026-Q2 (filed 2026-09-23)
Insider context
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
Largest 13-F holders · Q2 2026
29 filers reported a long position in OALC for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| OneAscent Financial Services LLC | $118.1M | 2.9M | +1.5% |
| OneAscent Wealth Management LLC | $43.9M | 1.1M | -8.4% |
| Atria Investments, Inc | $12.5M | 304.4K | +0.5% |
| ENVESTNET ASSET MANAGEMENT INC | $6.2M | 150.5K | +37.1% |
| JONES FINANCIAL COMPANIES LLLP | $6.1M | 152.1K | +110.9% |
| PATRON PARTNERS, LLC | $6M | 147.2K | +14% |
| TrueWealth Advisors, LLC | $5.4M | 132.4K | +13.4% |
| LPL Financial LLC | $3.5M | 86.2K | +14.8% |
| OneAscent Family Office, LLC | $3.5M | 85.4K | -27.4% |
| RFG Advisory, LLC | $3.5M | 85.2K | +1.4% |
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