Institutional Ownership
Unified Ser Tr
CUSIP 90470L444ONEASCENT INTLOAIMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
48
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 | 2.55M | $109.84M |
| 2 | Oneascent Wealth Management LLC | 954.7K | $41.11M |
| 3 | Plan A Wealth LLC | 634.2K | $27.31M |
| 4 | Lpl Financial LLC | 632.2K | $27.22M |
| 5 | Atria Investments, Inc | 596.4K | $25.68M |
| 6 | Oneascent Family Office, LLC | 251.1K | $10.81M |
| 7 | Creativeone Wealth, LLC | 235.5K | $10.14M |
| 8 | Wealth Enhancement Advisory Services, LLC | 223.2K | $9.68M |
| 9 | Envestnet Asset Management Inc | 119.5K | $5.14M |
| 10 | Valmark Advisers, Inc. | 99.1K | $4.27M |