13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold

UNIFIED SER TR

16 institutions still hold UNIFIED SER TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90470L295·16 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.7%
vs prior quarter
13F value held
$73M
66.0% inst. owned
of float
Holders
16
+82 QoQ
filers reporting
Activity
+88 / −104
+837 added · −795 reduced
this quarter
Concentration
65.79%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q1 2026

16 institutions reported UNIFIED SER TR in Q1 2026. OneAscent Financial Services LLC leads at 65.8% of the visible book. +82 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
OneAscent Financial Services LLC
CIK 0001780985
$48M1.6M2.59%Q1 202602
OneAscent Wealth Management LLC
CIK 0001844707
$17M581K5.73%Q1 202603
Atria Investments, Inc
CIK 0001535865
$3M108K0.04%Q1 202604
OneAscent Family Office, LLC
CIK 0002055812
$2M52K1.08%Q1 202605
First Heartland Consultants, Inc.
CIK 0001428793
$904,90730K0.07%Q1 202606
OneAscent Investment Solutions LLC
CIK 0001974438
$480,26916K0.48%Q1 202607
Strategic Blueprint, LLC
CIK 0001767821
$390,14213K0.02%Q1 202608
Plan A Wealth LLC
CIK 0002093645
$377,23813K0.18%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$345,40812K0.00%Q1 202610
IFP Advisors, Inc
CIK 0001641866
$181,4226K0.00%Q1 202611
Aptus Capital Advisors, LLC
CIK 0001664193
$54,9212K0.00%Q1 202612
Values First Advisors, Inc.
CIK 0001913608
$24,7148290.01%Q1 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$9,4163160.00%Q1 202614
Blue Trust, Inc.
CIK 0001856022
$5,3941810.00%Q1 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$51117K0.00%Q1 202616
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025