Institutional Ownership
Unified Ser Tr
CUSIP 90470L295ONEASCENT SMALLOASCQ1 2026
Institutional Holders
15
13F filers
Shares Held
2.46M
Aggregate institutional
Institutional Value
$72.67M
Q1 2026
Net New Holders
+0
3 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased9
Decreased3
Sold out3
Institutional Holders
15 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 1.60M | $47.81M | +134.2K | Added |
| 2 | Oneascent Wealth Management LLC | 581.3K | $17.32M | +50.4K | Added |
| 3 | Atria Investments, Inc | 107.9K | $3.22M | +4.8K | Added |
| 4 | Oneascent Family Office, LLC | 52.0K | $1.55M | +2.3K | Added |
| 5 | First Heartland Consultants, Inc. | 30.4K | $904.9K | −1.1K | Reduced |
| 6 | Oneascent Investment Solutions LLC | 16.1K | $480.3K | +1.5K | Added |
| 7 | Strategic Blueprint, LLC | 13.1K | $390.1K | +281 | Added |
| 8 | Plan A Wealth LLC | 12.7K | $377.2K | +294 | Added |
| 9 | Envestnet Asset Management Inc | 11.6K | $345.4K | +11.6K | New |
| 10 | Ifp Advisors, Inc | 6.1K | $181.4K | −136 | Reduced |
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