13F Insight
DOSSIER · 13F Holders · Q1 2026

UNIFIED SER TR

15 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 90470L295·15 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$74M
visible holders
Holders
15
filers reporting
Concentration
65.03%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported UNIFIED SER TR in Q1 2026. OneAscent Financial Services LLC leads at 65.0% of the visible book.

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
$1M28K0.06%Q2 202606
Plan A Wealth LLC
CIK 0002093645
$519K14K0.22%Q2 202607
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$511K17K0.00%Q1 202608
OneAscent Investment Solutions LLC
CIK 0001974438
$480K16K0.48%Q1 202609
Strategic Blueprint, LLC
CIK 0001767821
$458K13K0.02%Q2 202610
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$345K12K0.00%Q1 202611
IFP Advisors, Inc
CIK 0001641866
$221K6K0.00%Q2 202612
Aptus Capital Advisors, LLC
CIK 0001664193
$55K2K0.00%Q1 202613
Values First Advisors, Inc.
CIK 0001913608
$25K8290.01%Q1 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$9K3160.00%Q1 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025