# UNIFIED SER TR ONEASCENT ENHANC

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.

## Summary

- Issuer: UNIFIED SER TR
- Class: ONEASCENT ENHANC
- CUSIP: 90470L295
- 13F holders: 15
- 13F value: $74.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| 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](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $4.3M | 120,899 |
| OneAscent Family Office, LLC | BIRMINGHAM, AL | $1.6M | 52,020 |
| [First Heartland Consultants, Inc.](https://search.stillhousedata.com/firm/110377) | LAKE ST. LOUIS, MO | $1.0M | 27,912 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $661K | 18,396 |
| [Plan A Wealth LLC](https://search.stillhousedata.com/firm/287860) | LINCOLN, NE | $519K | 14,438 |
| OneAscent Investment Solutions LLC | BIRMINGHAM, AL | $480K | 16,116 |
| [Strategic Blueprint, LLC](https://search.stillhousedata.com/firm/284840) | ATLANTA, GA | $458K | 12,732 |
| [IFP Advisors, Inc](https://search.stillhousedata.com/firm/125112) | TAMPA, FL | $221K | 6,159 |
| [Aptus Capital Advisors, LLC](https://search.stillhousedata.com/firm/167626) | FAIRHOPE, AL | $55K | 1,843 |
| [Values First Advisors, Inc.](https://search.stillhousedata.com/firm/148532) | 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 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/90470L295.md)
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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.