Institutional Ownership
Unified Ser Tr
CUSIP 90470L519ONEASCENT CORE POACPQ1 2026
Institutional Holders
28
13F filers
Shares Held
10.18M
Aggregate institutional
Institutional Value
$229.46M
Q1 2026
Net New Holders
+0
5 new · 5 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased18
Decreased4
Sold out5
Institutional Holders
28 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 5.52M | $125.53M | +633.4K | Added |
| 2 | Oneascent Wealth Management LLC | 2.56M | $58.21M | +135.0K | Added |
| 3 | Atria Investments, Inc | 690.7K | $15.69M | +61.0K | Added |
| 4 | Oneascent Family Office, LLC | 415.6K | $9.44M | −21.9K | Reduced |
| 5 | Patron Partners, LLC | 176.4K | $4.01M | +32.5K | Added |
| 6 | Oneascent Investment Solutions LLC | 124.4K | $2.83M | +16.6K | Added |
| 7 | Rfg Advisory, LLC | 114.4K | $2.60M | +12.7K | Added |
| 8 | Envestnet Asset Management Inc | 86.8K | $1.97M | +41.2K | Added |
| 9 | First Heartland Consultants, Inc. | 84.0K | $1.91M | +18.8K | Added |
| 10 | Dynamic Advisor Solutions LLC | 62.4K | $1.42M | +4.0K | Added |
18 more institutional holders on Premium
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