13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

UNIFIED SER TR

50 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 90470L444·50 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.0%
vs prior quarter
13F value held
$296M
57.0% inst. owned
of float
Holders
50
+16 QoQ
filers reporting
Activity
+36 / −23
+949 added · −845 reduced
this quarter
Concentration
37.12%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q1 2026

50 institutions reported UNIFIED SER TR in Q1 2026. OneAscent Financial Services LLC leads at 37.1% of the visible book. +16 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
$110M2.6M5.95%Q1 202602
OneAscent Wealth Management LLC
CIK 0001844707
$41M955K13.59%Q1 202603
Plan A Wealth LLC
CIK 0002093645
$27M634K13.08%Q1 202604
LPL Financial LLC
CIK 0001403438
$27M632K0.01%Q1 202605
Atria Investments, Inc
CIK 0001535865
$26M596K0.29%Q1 202606
OneAscent Family Office, LLC
CIK 0002055812
$11M251K7.55%Q1 202607
CreativeOne Wealth, LLC
CIK 0001739728
$10M236K0.24%Q1 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$10M223K0.02%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M119K0.00%Q1 202610
Valmark Advisers, Inc.
CIK 0001380443
$4M99K0.05%Q1 202611
World Investment Advisors
CIK 0001652594
$4M84K0.06%Q1 202612
Inspire Advisors, LLC
CIK 0001810558
$3M79K0.28%Q1 202613
Investment Research Partners LLC
CIK 0002069274
$3M74K1.29%Q1 202614
OneAscent Investment Solutions LLC
CIK 0001974438
$3M71K3.07%Q1 202615
RFG Advisory, LLC
CIK 0001633387
$3M61K0.05%Q1 202616
PATRON PARTNERS, LLC
CIK 0001841768
$2M52K1.00%Q1 202617
Frontier Asset Management, LLC
CIK 0001910146
$2M43K0.41%Q4 202518
First Heartland Consultants, Inc.
CIK 0001428793
$2M41K0.13%Q1 202619
TrueWealth Advisors, LLC
CIK 0001817714
$2M36K0.39%Q1 202620
Cornerstone Financial Management LLC
CIK 0002110329
$1M34K1.33%Q1 2026
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