13F Insight
DOSSIER · 13F Holders · Q2 2026

UNIFIED SER TR

14 institutions still hold UNIFIED SER TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 90470L295·14 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$90M
visible holders
Holders
14
filers reporting
Concentration
68.32%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q2 2026

14 institutions reported UNIFIED SER TR in Q2 2026. OneAscent Financial Services LLC leads at 68.3% 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
$61M1.7M2.93%Q2 202602
OneAscent Wealth Management LLC
CIK 0001844707
$19M520K5.57%Q2 202603
Atria Investments, Inc
CIK 0001535865
$4M124K0.04%Q3 202604
OneAscent Family Office, LLC
CIK 0002055812
$1M40K0.72%Q2 202605
First Heartland Consultants, Inc.
CIK 0001428793
$955K28K0.06%Q3 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$661K18K0.00%Q2 202607
OneAscent Investment Solutions LLC
CIK 0001974438
$567K16K0.54%Q2 202608
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$511K17K0.00%Q1 202609
Plan A Wealth LLC
CIK 0002093645
$487K14K0.17%Q3 202610
Strategic Blueprint, LLC
CIK 0001767821
$477K14K0.02%Q3 202611
IFP Advisors, Inc
CIK 0001641866
$401K12K0.01%Q3 202612
Aptus Capital Advisors, LLC
CIK 0001664193
$66K2K0.00%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$11K3160.00%Q2 202614
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025