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

UNIFIED SER TR

27 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 90470L527·27 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$184M
visible holders
Holders
27
filers reporting
Concentration
52.95%
OneAscent Financial Services LLC #1
top holder share
AI Holders Summary · Q1 2026

27 institutions reported OALC in Q1 2026. OneAscent Financial Services LLC leads at 52.9% 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
$97M2.8M5.26%Q1 202602
OneAscent Wealth Management LLC
CIK 0001844707
$40M1.2M13.24%Q1 202603
Atria Investments, Inc
CIK 0001535865
$10M303K0.12%Q1 202604
TrueWealth Advisors, LLC
CIK 0001817714
$5M132K1.22%Q2 202605
PATRON PARTNERS, LLC
CIK 0001841768
$4M129K1.96%Q1 202606
OneAscent Family Office, LLC
CIK 0002055812
$4M118K2.82%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M110K0.00%Q1 202608
RFG Advisory, LLC
CIK 0001633387
$3M85K0.05%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M84K0.01%Q1 202610
First Heartland Consultants, Inc.
CIK 0001428793
$3M66K0.17%Q2 202611
LPL Financial LLC
CIK 0001403438
$3M75K0.00%Q1 202612
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M72K0.00%Q1 202613
GOLDMAN SACHS GROUP INC
CIK 0000886982
$910K27K0.00%Q1 202614
OneAscent Investment Solutions LLC
CIK 0001974438
$843K25K0.84%Q1 202615
Security Financial Services, INC.
CIK 0001913590
$569K14K0.08%Q2 202616
IFP Advisors, Inc
CIK 0001641866
$542K13K0.01%Q2 202617
Kestra Advisory Services, LLC
CIK 0001830819
$445K13K0.00%Q1 202618
Plan A Wealth LLC
CIK 0002093645
$336K8K0.14%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$301K9K0.00%Q1 202620
Equitable Holdings, Inc.
CIK 0001333986
$292K8K0.00%Q1 2026
Page 1 of 2
7 more holders available. Log in →