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

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 90470L469·28 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$78M
visible holders
Holders
28
filers reporting
Concentration
45.65%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported OAEM in Q1 2026. OneAscent Financial Services LLC leads at 45.6% 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
$36M881K1.92%Q1 202602
OneAscent Wealth Management LLC
CIK 0001844707
$18M448K5.98%Q1 202603
Atria Investments, Inc
CIK 0001535865
$4M93K0.04%Q1 202604
OneAscent Family Office, LLC
CIK 0002055812
$3M80K2.26%Q1 202605
First Heartland Consultants, Inc.
CIK 0001428793
$2M42K0.14%Q2 202606
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M47K0.03%Q1 202607
Inspire Advisors, LLC
CIK 0001810558
$2M41K0.14%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M40K0.00%Q1 202609
PATRON PARTNERS, LLC
CIK 0001841768
$1M36K0.64%Q1 202610
Frontier Asset Management, LLC
CIK 0001910146
$1M39K0.33%Q4 202511
RFG Advisory, LLC
CIK 0001633387
$1M24K0.02%Q2 202612
OneAscent Investment Solutions LLC
CIK 0001974438
$1M27K1.08%Q1 202613
Valmark Advisers, Inc.
CIK 0001380443
$879K22K0.01%Q1 202614
Plan A Wealth LLC
CIK 0002093645
$776K16K0.33%Q2 202615
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$714K18K0.00%Q1 202616
CITADEL ADVISORS LLC
CIK 0001423053
$683K19K0.00%Q4 202517
IFP Advisors, Inc
CIK 0001641866
$542K11K0.01%Q2 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$446K11K0.00%Q1 202619
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$446K11K0.03%Q1 202620
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$329K7K0.00%Q2 2026
Page 1 of 2
8 more holders available. Log in →