13F Insight
DOSSIER · 13F Holders · Q2 2026
OACP

UNIFIED SER TR

30 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 90470L519·30 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$248M
visible holders
Holders
30
filers reporting
Concentration
51.44%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q2 2026

30 institutions reported OACP in Q2 2026. OneAscent Financial Services LLC leads at 51.4% 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
$128M5.6M6.11%Q2 202602
OneAscent Wealth Management LLC
CIK 0001844707
$59M2.6M17.55%Q2 202603
Atria Investments, Inc
CIK 0001535865
$15M673K0.15%Q2 202604
OneAscent Family Office, LLC
CIK 0002055812
$10M435K4.99%Q2 202605
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$9M413K0.45%Q2 202606
PATRON PARTNERS, LLC
CIK 0001841768
$4M193K1.69%Q2 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$3M142K0.00%Q2 202608
First Heartland Consultants, Inc.
CIK 0001428793
$3M137K0.20%Q2 202609
RFG Advisory, LLC
CIK 0001633387
$3M128K0.05%Q2 202610
OneAscent Investment Solutions LLC
CIK 0001974438
$3M128K2.74%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M82K0.00%Q1 202612
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M66K0.00%Q2 202613
JPMORGAN CHASE & CO
CIK 0000019617
$1M59K0.00%Q2 202614
Dynamic Advisor Solutions LLC
CIK 0001599747
$1M48K0.03%Q2 202615
GOLDMAN SACHS GROUP INC
CIK 0000886982
$979K43K0.00%Q2 202616
Merit Financial Group, LLC
CIK 0001621225
$915K40K0.01%Q2 202617
TrustWell Financial Advisors, LLC
CIK 0002133429
$806K36K0.68%Q2 202618
IFP Advisors, Inc
CIK 0001641866
$764K34K0.01%Q2 202619
Security Financial Services, INC.
CIK 0001913590
$748K33K0.10%Q2 202620
CITADEL ADVISORS LLC
CIK 0001423053
$623K27K0.00%Q2 2026
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