Institutional Ownership
Unified Ser Tr
CUSIP 90470L295ONEASCENT SMALLOASCQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
15
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 1.60M | $47.81M |
| 2 | Oneascent Wealth Management LLC | 581.3K | $17.32M |
| 3 | Atria Investments, Inc | 107.9K | $3.22M |
| 4 | Oneascent Family Office, LLC | 52.0K | $1.55M |
| 5 | First Heartland Consultants, Inc. | 30.4K | $904.9K |
| 6 | Oneascent Investment Solutions LLC | 16.1K | $480.3K |
| 7 | Strategic Blueprint, LLC | 13.1K | $390.1K |
| 8 | Plan A Wealth LLC | 12.7K | $377.2K |
| 9 | Envestnet Asset Management Inc | 11.6K | $345.4K |
| 10 | Ifp Advisors, Inc | 6.1K | $181.4K |