16 institutions reported holding $39.0M of UNIFIED SER TR (OALC) in SEC 13F filings for 2026-06-30. Largest institutional holders: Atria Investments, Inc ($12.5M), Cambridge Investment Research Advisors, Inc. ($6.2M), ENVESTNET ASSET MANAGEMENT INC ($6.2M), TrueWealth Advisors, LLC ($5.4M), RFG Advisory, LLC ($3.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Atria Investments, Inc | $12.5M | 304,411 | Added |
| 2 | Cambridge Investment Research Advisors, Inc. | $6.2M | 152,162 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $6.2M | 150,498 | Added |
| 4 | TrueWealth Advisors, LLC | $5.4M | 132,384 | Added |
| 5 | RFG Advisory, LLC | $3.5M | 85,155 | Added |
| 6 | First Heartland Consultants, Inc. | $2.7M | 65,914 | Trimmed |
| 7 | Security Financial Services, INC. | $568,971 | 13,866 | Added |
| 8 | IFP Advisors, Inc | $542,094 | 13,211 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $511,485 | 12,465 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $335,860 | 8,185 | New |
| 11 | Plan A Wealth LLC | $335,654 | 8,180 | Trimmed |
| 12 | Values First Advisors, Inc. | $184,912 | 4,506 | Trimmed |
| 13 | EverSource Wealth Advisors, LLC | $2,872 | 70 | Hold |
| 14 | Dynamic Advisor Solutions LLC | $0 | 0 | Exited |
| 15 | Clarity Asset Management, Inc. | $0 | 0 | Exited |
| 16 | Blue Trust, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30