13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
OACP

UNIFIED SER TR

28 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 90470L519·28 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.8%
vs prior quarter
13F value held
$229M
59.0% inst. owned
of float
Holders
28
-5 QoQ
filers reporting
Activity
+84 / −37
+1,050 added · −802 reduced
this quarter
Concentration
54.92%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported OACP in Q1 2026. OneAscent Financial Services LLC leads at 54.9% of the visible book. -5 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
OneAscent Financial Services LLC
CIK 0001780985
$126M5.5M6.80%Q1 202602
OneAscent Wealth Management LLC
CIK 0001844707
$58M2.6M19.24%Q1 202603
Atria Investments, Inc
CIK 0001535865
$16M691K0.18%Q1 202604
OneAscent Family Office, LLC
CIK 0002055812
$9M416K6.60%Q1 202605
PATRON PARTNERS, LLC
CIK 0001841768
$4M176K1.77%Q1 202606
OneAscent Investment Solutions LLC
CIK 0001974438
$3M124K2.83%Q1 202607
RFG Advisory, LLC
CIK 0001633387
$3M114K0.05%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M87K0.00%Q1 202609
First Heartland Consultants, Inc.
CIK 0001428793
$2M84K0.15%Q1 202610
Dynamic Advisor Solutions LLC
CIK 0001599747
$1M62K0.04%Q1 202611
Merit Financial Group, LLC
CIK 0001621225
$840,64137K0.01%Q1 202612
IFP Advisors, Inc
CIK 0001641866
$743,48933K0.02%Q1 202613
Security Financial Services, INC.
CIK 0001913590
$651,36029K0.10%Q1 202614
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$558,04925K0.00%Q1 202615
Strategic Blueprint, LLC
CIK 0001767821
$466,10121K0.03%Q1 202616
Plan A Wealth LLC
CIK 0002093645
$434,72419K0.21%Q1 202617
LPL Financial LLC
CIK 0001403438
$417,66218K0.00%Q1 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$372,67616K0.00%Q1 202619
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$244,60511K0.00%Q1 202620
EverSource Wealth Advisors, LLC
CIK 0001710537
$237,63710K0.01%Q1 2026
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