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

UNIFIED SER TR

33 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 90470L469·33 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$119M
visible holders
Holders
33
filers reporting
Concentration
35.80%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q2 2026

33 institutions reported OAEM in Q2 2026. OneAscent Financial Services LLC leads at 35.8% 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
$42M851K2.03%Q2 202602
OneAscent Wealth Management LLC
CIK 0001844707
$21M425K6.32%Q2 202603
Proficio Capital Partners LLC
CIK 0001654175
$15M305K0.55%Q2 202604
ASSETMARK, INC
CIK 0001344551
$9M178K0.01%Q3 202605
Atria Investments, Inc
CIK 0001535865
$7M132K0.06%Q3 202606
OneAscent Family Office, LLC
CIK 0002055812
$4M77K1.94%Q2 202607
First Heartland Consultants, Inc.
CIK 0001428793
$3M67K0.22%Q3 202608
Inspire Advisors, LLC
CIK 0001810558
$3M54K0.19%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$2M49K0.00%Q2 202610
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M44K0.03%Q2 202611
PATRON PARTNERS, LLC
CIK 0001841768
$2M39K0.74%Q2 202612
Frontier Asset Management, LLC
CIK 0001910146
$1M28K0.25%Q2 202613
RFG Advisory, LLC
CIK 0001633387
$1M24K0.02%Q2 202614
Valmark Advisers, Inc.
CIK 0001380443
$1M22K0.01%Q2 202615
OneAscent Investment Solutions LLC
CIK 0001974438
$990K20K0.94%Q2 202616
Global Strategic Investment Solutions, LLC
CIK 0001760076
$844K17K0.07%Q3 202617
Plan A Wealth LLC
CIK 0002093645
$772K16K0.28%Q3 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$714K18K0.00%Q1 202619
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$584K12K0.03%Q2 202620
SUMMIT WEALTH GROUP LLC / CO
CIK 0002081278
$533K11K0.04%Q2 2026
Page 1 of 2
13 more holders available. Log in →