UNIFIED SER TR
CUSIP 90470L295
Unified Ser Tr has 15 institutional holders in Filings Flow’s 13F database, together reporting 2.46M shares worth $73M as of Q1 2026. The largest reported holders are Oneascent Financial Services LLC, Oneascent Wealth Management LLC, and Atria Investments, Inc.
Institutional Holders
15
Q1 2026
Reported Value
$73M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| OneAscent Wealth Management LLC$302M AUM | 5.73% | $17M | 581.3K | Q1 2026OLDER |
| OneAscent Financial Services LLC$1.8B AUM | 2.59% | $48M | 1.60M | Q1 2026OLDER |
| OneAscent Family Office, LLC$143M AUM | 1.08% | $2M | 52.0K | Q1 2026OLDER |
| Plan A Wealth LLC$209M AUM | 0.18% | $377,238 | 12.7K | Q1 2026OLDER |
| First Heartland Consultants, Inc.$1.5B AUM | 0.06% | $1M | 27.9K | Q2 2026 |
| Atria Investments, Inc$8.9B AUM | 0.04% | $3M | 107.9K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.02% | $390,142 | 13.1K | Q1 2026OLDER |
| Values First Advisors, Inc.$192M AUM | 0.01% | $24,714 | 829 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $181,422 | 6.1K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $54,921 | 1.8K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $345,408 | 11.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $20,851 | 708 | Q4 2025OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $5,394 | 181 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $289,817 | 9.8K | Q4 2025OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $9,416 | 316 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $4,738 | 166 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.