Institutional Ownership
Unified Ser Tr
CUSIP 90470L469ONEASCENT EMGRGOAEMQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
28
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 | 881.0K | $35.52M |
| 2 | Oneascent Wealth Management LLC | 448.4K | $18.08M |
| 3 | Atria Investments, Inc | 93.4K | $3.77M |
| 4 | Oneascent Family Office, LLC | 80.2K | $3.23M |
| 5 | Old Mission Capital LLC | 46.9K | $1.89M |
| 6 | Inspire Advisors, LLC | 41.3K | $1.67M |
| 7 | Envestnet Asset Management Inc | 40.2K | $1.62M |
| 8 | First Heartland Consultants, Inc. | 38.0K | $1.53M |
| 9 | Patron Partners, LLC | 35.8K | $1.44M |
| 10 | Frontier Asset Management, LLC | 29.7K | $1.20M |