Institutional Ownership
Unified Ser Tr
CUSIP 90470L519ONEASCENT CORE POACPQ1 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 | 5.52M | $125.53M |
| 2 | Oneascent Wealth Management LLC | 2.56M | $58.21M |
| 3 | Atria Investments, Inc | 690.7K | $15.69M |
| 4 | Oneascent Family Office, LLC | 415.6K | $9.44M |
| 5 | Patron Partners, LLC | 176.4K | $4.01M |
| 6 | Oneascent Investment Solutions LLC | 124.4K | $2.83M |
| 7 | Rfg Advisory, LLC | 114.4K | $2.60M |
| 8 | Envestnet Asset Management Inc | 86.8K | $1.97M |
| 9 | First Heartland Consultants, Inc. | 84.0K | $1.91M |
| 10 | Dynamic Advisor Solutions LLC | 62.4K | $1.42M |