UNIFIED SER TR ONEASCENT ENHANC is a security (CUSIP 90470L295) tracked across SEC portfolio filings. 15 institutional managers reported $74.5M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | BIRMINGHAM, AL | $47.8M | 1,604,453 |
| OneAscent Wealth Management LLC | BIRMINGHAM, AL | $17.3M | 581,253 |
| Atria Investments, Inc | Charlotte, NC | $4.3M | 120,899 |
| OneAscent Family Office, LLC | BIRMINGHAM, AL | $1.6M | 52,020 |
| First Heartland Consultants, Inc. | LAKE ST. LOUIS, MO | $1.0M | 27,912 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $661K | 18,396 |
| Plan A Wealth LLC | LINCOLN, NE | $519K | 14,438 |
| OneAscent Investment Solutions LLC | BIRMINGHAM, AL | $480K | 16,116 |
| Strategic Blueprint, LLC | ATLANTA, GA | $458K | 12,732 |
| IFP Advisors, Inc | TAMPA, FL | $221K | 6,159 |
| Aptus Capital Advisors, LLC | FAIRHOPE, AL | $55K | 1,843 |
| Values First Advisors, Inc. | JOHNSON CITY, TN | $17K | 479 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $9K | 316 |
| Cambridge Investment Research Advisors, Inc. | FAIRFIELD, IA | $376 | 10,456 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |