Institutional Ownership
Unified Ser Tr
CUSIP 90470L444ONEASCENT INTLOAIMQ1 2026
Institutional Holders
48
13F filers
Shares Held
7.13M
Aggregate institutional
Institutional Value
$304.95M
Q1 2026
Net New Holders
+4
6 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased26
Decreased11
Sold out2
Institutional Holders
48 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 2.55M | $109.84M | +208.8K | Added |
| 2 | Oneascent Wealth Management LLC | 954.7K | $41.11M | +34.1K | Added |
| 3 | Plan A Wealth LLC | 634.2K | $27.31M | +22.2K | Added |
| 4 | Lpl Financial LLC | 632.2K | $27.22M | +608.8K | Added |
| 5 | Atria Investments, Inc | 596.4K | $25.68M | −6.6K | Reduced |
| 6 | Oneascent Family Office, LLC | 251.1K | $10.81M | +955 | Added |
| 7 | Creativeone Wealth, LLC | 235.5K | $10.14M | +229.6K | Added |
| 8 | Wealth Enhancement Advisory Services, LLC | 223.2K | $9.68M | −13.3K | Reduced |
| 9 | Envestnet Asset Management Inc | 119.5K | $5.14M | +26.4K | Added |
| 10 | Valmark Advisers, Inc. | 99.1K | $4.27M | +1.7K | Added |
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