UNIFIED SER TR ONEASCENT INTL is a security (CUSIP 90470L444) tracked across SEC portfolio filings. 52 institutional managers reported $316.2M on Form 13F as of 2026-06-30.
Showing 15 of 52 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | BIRMINGHAM, AL | $109.8M | 2,550,985 |
| OneAscent Wealth Management LLC | BIRMINGHAM, AL | $41.1M | 954,737 |
| LPL Financial LLC | FORT MILL, SC | $32.9M | 687,156 |
| Plan A Wealth LLC | LINCOLN, NE | $31.3M | 655,254 |
| Atria Investments, Inc | Charlotte, NC | $14.4M | 300,933 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $12.9M | 273,671 |
| OneAscent Family Office, LLC | BIRMINGHAM, AL | $10.8M | 251,126 |
| CreativeOne Wealth, LLC | OVERLAND PARK, KS | $10.1M | 235,549 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $7.1M | 148,713 |
| Valmark Advisers, Inc. | AKRON, OH | $5.2M | 108,855 |
| Pensionmark Financial Group, LLC | SANTA BARBARA, CA | $3.6M | 83,880 |
| Investment Research Partners LLC | LEMONT, PA | $3.5M | 73,058 |
| Inspire Advisors, LLC | Meridian, ID | $3.4M | 79,316 |
| OneAscent Investment Solutions LLC | BIRMINGHAM, AL | $3.1M | 71,301 |
| RFG Advisory, LLC | BIRMINGHAM, AL | $3.0M | 62,356 |