Who Owns UNIFIED SER TR (OACP)? -- Institutional Holders (2026-03-31)
33 institutions reported holding $231.3M of UNIFIED SER TR (OACP) in SEC 13F filings for 2026-03-31. Largest institutional holders: OneAscent Financial Services LLC ($125.5M), OneAscent Wealth Management LLC ($58.2M), Atria Investments, Inc ($15.7M), OneAscent Family Office, LLC ($9.4M), PATRON PARTNERS, LLC ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OneAscent Financial Services LLC | $125.5M | 5.5M | Added |
| 2 | OneAscent Wealth Management LLC | $58.2M | 2.6M | Added |
| 3 | Atria Investments, Inc | $15.7M | 690,717 | Added |
| 4 | OneAscent Family Office, LLC | $9.4M | 415,648 | Trimmed |
| 5 | PATRON PARTNERS, LLC | $4.0M | 176,434 | Added |
| 6 | OneAscent Investment Solutions LLC | $2.8M | 124,408 | Added |
| 7 | RFG Advisory, LLC | $2.6M | 114,356 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $2.0M | 86,793 | Added |
| 9 | First Heartland Consultants, Inc. | $1.9M | 84,003 | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | $1.9M | 82,401 | Trimmed |
| 11 | Dynamic Advisor Solutions LLC | $1.4M | 62,439 | Added |
| 12 | Merit Financial Group, LLC | $840,641 | 37,000 | Added |
| 13 | IFP Advisors, Inc | $743,489 | 32,724 | Trimmed |
| 14 | Security Financial Services, INC. | $651,360 | 28,669 | Added |
| 15 | CITADEL ADVISORS LLC | $634,979 | 27,948 | New |
| 16 | JANE STREET GROUP, LLC | $558,049 | 24,562 | Added |
| 17 | Strategic Blueprint, LLC | $466,101 | 20,515 | Added |
| 18 | Plan A Wealth LLC | $434,724 | 19,134 | Added |
| 19 | LPL Financial LLC | $417,662 | 18,383 | Added |
| 20 | GOLDMAN SACHS GROUP INC | $372,676 | 16,403 | New |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $244,605 | 10,733 | New |
| 22 | EverSource Wealth Advisors, LLC | $237,637 | 10,459 | Added |
| 23 | JPMORGAN CHASE & CO | $103,035 | 4,550 | Trimmed |
| 24 | JONES FINANCIAL COMPANIES LLLP | $77,768 | 3,435 | Added |
| 25 | SHP Wealth Management | $60,890 | 2,680 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31