Institutional Ownership
Unified Ser Tr
CUSIP 90470L469ONEASCENT EMGRGOAEMQ1 2026
Institutional Holders
28
13F filers
Shares Held
1.90M
Aggregate institutional
Institutional Value
$75.99M
Q1 2026
Net New Holders
+2
4 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased13
Decreased10
Sold out2
Institutional Holders
28 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 881.0K | $35.52M | +19.7K | Added |
| 2 | Oneascent Wealth Management LLC | 448.4K | $18.08M | +12.6K | Added |
| 3 | Atria Investments, Inc | 93.4K | $3.77M | −5.8K | Reduced |
| 4 | Oneascent Family Office, LLC | 80.2K | $3.23M | +2.8K | Added |
| 5 | Old Mission Capital LLC | 46.9K | $1.89M | +41.0K | Added |
| 6 | Inspire Advisors, LLC | 41.3K | $1.67M | +28.1K | Added |
| 7 | Envestnet Asset Management Inc | 40.2K | $1.62M | +7.8K | Added |
| 8 | First Heartland Consultants, Inc. | 38.0K | $1.53M | −830 | Reduced |
| 9 | Patron Partners, LLC | 35.8K | $1.44M | +4.3K | Added |
| 10 | Frontier Asset Management, LLC | 29.7K | $1.20M | −8.9K | Reduced |
18 more institutional holders on Premium
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