18 institutions reported holding $73.2M of UNIFIED SER TR (OASC) in SEC 13F filings for 2026-03-31. Largest institutional holders: OneAscent Financial Services LLC ($47.8M), OneAscent Wealth Management LLC ($17.3M), Atria Investments, Inc ($3.2M), OneAscent Family Office, LLC ($1.6M), First Heartland Consultants, Inc. ($904,907). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $47.8M | 1.6M | Added |
| 2 | OneAscent Wealth Management LLC | $17.3M | 581,253 | Added |
| 3 | Atria Investments, Inc | $3.2M | 107,918 | Added |
| 4 | OneAscent Family Office, LLC | $1.6M | 52,020 | Added |
| 5 | First Heartland Consultants, Inc. | $904,907 | 30,366 | Trimmed |
| 6 | Cambridge Investment Research Advisors, Inc. | $511,000 | 17,156 | Trimmed |
| 7 | OneAscent Investment Solutions LLC | $480,269 | 16,116 | Added |
| 8 | Strategic Blueprint, LLC | $390,142 | 13,092 | Added |
| 9 | Plan A Wealth LLC | $377,238 | 12,659 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $345,408 | 11,591 | New |
| 11 | IFP Advisors, Inc | $181,422 | 6,088 | Trimmed |
| 12 | Aptus Capital Advisors, LLC | $54,921 | 1,843 | Added |
| 13 | Values First Advisors, Inc. | $24,714 | 829 | Added |
| 14 | OSAIC HOLDINGS, INC. | $9,416 | 316 | New |
| 15 | Blue Trust, Inc. | $5,394 | 181 | New |
| 16 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 18 | FLOW TRADERS U.S. LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31