Institutional Ownership
Unified Ser Tr
CUSIP 90470L527ONEASCENT LARGEOALCQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
29
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 | 2.84M | $97.19M |
| 2 | Oneascent Wealth Management LLC | 1.17M | $40.03M |
| 3 | Atria Investments, Inc | 302.9K | $10.38M |
| 4 | Patron Partners, LLC | 129.2K | $4.43M |
| 5 | Oneascent Family Office, LLC | 117.6K | $4.03M |
| 6 | Truewealth Advisors, LLC | 116.8K | $4.00M |
| 7 | Envestnet Asset Management Inc | 109.8K | $3.76M |
| 8 | Rfg Advisory, LLC | 84.0K | $2.88M |
| 9 | Lpl Financial LLC | 75.1K | $2.57M |
| 10 | Jones Financial Companies Lllp | 72.1K | $2.43M |