13F Insight
DOSSIER · 13F Holders · Q2 2026

UNIFIED SER TR

56 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 90470L444·56 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$322M
visible holders
Holders
56
filers reporting
Concentration
39.53%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q2 2026

56 institutions reported UNIFIED SER TR in Q2 2026. OneAscent Financial Services LLC leads at 39.5% 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
$127M2.7M6.09%Q2 202602
OneAscent Wealth Management LLC
CIK 0001844707
$49M1.0M14.64%Q2 202603
LPL Financial LLC
CIK 0001403438
$33M687K0.01%Q2 202604
Plan A Wealth LLC
CIK 0002093645
$31M655K13.33%Q2 202605
Atria Investments, Inc
CIK 0001535865
$14M301K0.14%Q2 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$13M274K0.02%Q2 202607
OneAscent Family Office, LLC
CIK 0002055812
$12M253K6.10%Q2 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M149K0.00%Q2 202609
Valmark Advisers, Inc.
CIK 0001380443
$5M109K0.06%Q2 202610
Inspire Advisors, LLC
CIK 0001810558
$4M78K0.26%Q2 202611
World Investment Advisors
CIK 0001652594
$4M84K0.06%Q1 202612
Investment Research Partners LLC
CIK 0002069274
$3M73K1.18%Q2 202613
RFG Advisory, LLC
CIK 0001633387
$3M62K0.05%Q2 202614
OneAscent Investment Solutions LLC
CIK 0001974438
$3M62K2.80%Q2 202615
PATRON PARTNERS, LLC
CIK 0001841768
$3M57K1.05%Q2 202616
TrueWealth Advisors, LLC
CIK 0001817714
$2M49K0.53%Q2 202617
EverSource Wealth Advisors, LLC
CIK 0001710537
$2M43K0.07%Q2 202618
Cornerstone Financial Management LLC
CIK 0002110329
$2M41K1.58%Q2 202619
Frontier Asset Management, LLC
CIK 0001910146
$2M41K0.35%Q2 202620
First Heartland Consultants, Inc.
CIK 0001428793
$2M40K0.12%Q2 2026
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