15 institutions reported holding $89.7M of UNIFIED SER TR (OASC) in SEC 13F filings for 2026-06-30. Largest institutional holders: OneAscent Financial Services LLC ($61.3M), OneAscent Wealth Management LLC ($18.7M), Atria Investments, Inc ($4.3M), OneAscent Family Office, LLC ($1.4M), First Heartland Consultants, Inc. ($1.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $61.3M | 1.7M | Added |
| 2 | OneAscent Wealth Management LLC | $18.7M | 519,509 | Trimmed |
| 3 | Atria Investments, Inc | $4.3M | 120,899 | Added |
| 4 | OneAscent Family Office, LLC | $1.4M | 39,518 | Trimmed |
| 5 | First Heartland Consultants, Inc. | $1.0M | 27,912 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $661,170 | 18,396 | Added |
| 7 | OneAscent Investment Solutions LLC | $566,951 | 15,774 | Trimmed |
| 8 | Plan A Wealth LLC | $518,919 | 14,438 | Added |
| 9 | Strategic Blueprint, LLC | $457,603 | 12,732 | Trimmed |
| 10 | Cambridge Investment Research Advisors, Inc. | $376,000 | 10,456 | Trimmed |
| 11 | IFP Advisors, Inc | $221,362 | 6,159 | Added |
| 12 | Aptus Capital Advisors, LLC | $66,240 | 1,843 | Hold |
| 13 | Values First Advisors, Inc. | $17,228 | 479 | Trimmed |
| 14 | OSAIC HOLDINGS, INC. | $11,357 | 316 | Hold |
| 15 | Blue Trust, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30