# UNIFIED SER TR ONEASCENT INTL

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.

## Summary

- Issuer: UNIFIED SER TR
- Class: ONEASCENT INTL
- CUSIP: 90470L444
- 13F holders: 52
- 13F value: $316.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $32.9M | 687,156 |
| [Plan A Wealth LLC](https://search.stillhousedata.com/firm/287860) | LINCOLN, NE | $31.3M | 655,254 |
| [Atria Investments, Inc](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $14.4M | 300,933 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $12.9M | 273,671 |
| OneAscent Family Office, LLC | BIRMINGHAM, AL | $10.8M | 251,126 |
| [CreativeOne Wealth, LLC](https://search.stillhousedata.com/firm/281213) | OVERLAND PARK, KS | $10.1M | 235,549 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $7.1M | 148,713 |
| [Valmark Advisers, Inc.](https://search.stillhousedata.com/firm/108050) | AKRON, OH | $5.2M | 108,855 |
| [Pensionmark Financial Group, LLC](https://search.stillhousedata.com/firm/208512) | SANTA BARBARA, CA | $3.6M | 83,880 |
| Investment Research Partners LLC | LEMONT, PA | $3.5M | 73,058 |
| [Inspire Advisors, LLC](https://search.stillhousedata.com/firm/300279) | Meridian, ID | $3.4M | 79,316 |
| OneAscent Investment Solutions LLC | BIRMINGHAM, AL | $3.1M | 71,301 |
| [RFG Advisory, LLC](https://search.stillhousedata.com/firm/158401) | BIRMINGHAM, AL | $3.0M | 62,356 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/90470L444.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.