Who Owns UNIFIED SER TR (OALC)? -- Institutional Holders (2026-03-31)
32 institutions reported holding $182.1M of UNIFIED SER TR (OALC) in SEC 13F filings for 2026-03-31. Largest institutional holders: OneAscent Financial Services LLC ($97.2M), OneAscent Wealth Management LLC ($40.0M), Atria Investments, Inc ($10.4M), PATRON PARTNERS, LLC ($4.4M), OneAscent Family Office, LLC ($4.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | OneAscent Financial Services LLC | $97.2M | 2.8M | Added |
| 2 | OneAscent Wealth Management LLC | $40.0M | 1.2M | Added |
| 3 | Atria Investments, Inc | $10.4M | 302,883 | Added |
| 4 | PATRON PARTNERS, LLC | $4.4M | 129,178 | Added |
| 5 | OneAscent Family Office, LLC | $4.0M | 117,615 | Trimmed |
| 6 | TrueWealth Advisors, LLC | $4.0M | 116,784 | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $3.8M | 109,792 | Added |
| 8 | RFG Advisory, LLC | $2.9M | 83,994 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $2.9M | 83,584 | Trimmed |
| 10 | LPL Financial LLC | $2.6M | 75,086 | Added |
| 11 | JONES FINANCIAL COMPANIES LLLP | $2.4M | 72,105 | Added |
| 12 | First Heartland Consultants, Inc. | $2.3M | 66,659 | Added |
| 13 | GOLDMAN SACHS GROUP INC | $909,526 | 26,539 | New |
| 14 | OneAscent Investment Solutions LLC | $843,216 | 24,604 | Added |
| 15 | Dynamic Advisor Solutions LLC | $544,543 | 15,889 | Trimmed |
| 16 | IFP Advisors, Inc | $459,887 | 13,419 | Added |
| 17 | Kestra Advisory Services, LLC | $444,912 | 12,982 | Added |
| 18 | Security Financial Services, INC. | $439,632 | 12,828 | Trimmed |
| 19 | JANE STREET GROUP, LLC | $300,594 | 8,771 | Trimmed |
| 20 | Equitable Holdings, Inc. | $291,931 | 8,235 | Added |
| 21 | Plan A Wealth LLC | $280,613 | 8,188 | Added |
| 22 | Values First Advisors, Inc. | $247,248 | 7,215 | Trimmed |
| 23 | Rockefeller Capital Management L.P. | $245,861 | 7,173 | Added |
| 24 | SHP Wealth Management | $152,507 | 4,450 | Hold |
| 25 | Aptus Capital Advisors, LLC | $99,147 | 2,893 | Added |
Source: SEC Form 13F filings · as of 2026-03-31