Institutional Ownership
Unified Ser Tr
CUSIP 90470L527ONEASCENT LARGEOALCQ1 2026
Institutional Holders
29
13F filers
Shares Held
5.32M
Aggregate institutional
Institutional Value
$179.28M
Q1 2026
Net New Holders
+0
3 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased18
Decreased6
Sold out3
Institutional Holders
29 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 2.84M | $97.19M | +290.4K | Added |
| 2 | Oneascent Wealth Management LLC | 1.17M | $40.03M | +6.6K | Added |
| 3 | Atria Investments, Inc | 302.9K | $10.38M | +43.6K | Added |
| 4 | Patron Partners, LLC | 129.2K | $4.43M | +10.9K | Added |
| 5 | Oneascent Family Office, LLC | 117.6K | $4.03M | −6.5K | Reduced |
| 6 | Truewealth Advisors, LLC | 116.8K | $4.00M | +1.6K | Added |
| 7 | Envestnet Asset Management Inc | 109.8K | $3.76M | +42.4K | Added |
| 8 | Rfg Advisory, LLC | 84.0K | $2.88M | +6.3K | Added |
| 9 | Lpl Financial LLC | 75.1K | $2.57M | +16.6K | Added |
| 10 | Jones Financial Companies Lllp | 72.1K | $2.43M | +23.2K | Added |
19 more institutional holders on Premium
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