13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$233M
visible holders
Holders
28
filers reporting
Concentration
53.82%
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 53.8% 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
$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
First Heartland Consultants, Inc.
CIK 0001428793
$3M137K0.20%Q2 202607
RFG Advisory, LLC
CIK 0001633387
$3M128K0.05%Q2 202608
OneAscent Investment Solutions LLC
CIK 0001974438
$3M124K2.83%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M87K0.00%Q1 202610
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M82K0.00%Q1 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M66K0.00%Q2 202612
Dynamic Advisor Solutions LLC
CIK 0001599747
$1M48K0.03%Q2 202613
Merit Financial Group, LLC
CIK 0001621225
$915K40K0.01%Q2 202614
TrustWell Financial Advisors, LLC
CIK 0002133429
$806K36K0.68%Q2 202615
IFP Advisors, Inc
CIK 0001641866
$764K34K0.01%Q2 202616
Security Financial Services, INC.
CIK 0001913590
$748K33K0.10%Q2 202617
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$558K25K0.00%Q1 202618
Strategic Blueprint, LLC
CIK 0001767821
$481K21K0.02%Q2 202619
LPL Financial LLC
CIK 0001403438
$418K18K0.00%Q1 202620
Plan A Wealth LLC
CIK 0002093645
$409K18K0.17%Q2 2026
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