# UNIFIED SER TR ONEASCENT EMGRG

UNIFIED SER TR ONEASCENT EMGRG is a security (CUSIP 90470L469) tracked across SEC portfolio filings. 29 institutional managers reported $80.6M on Form 13F as of 2026-06-30.

## Summary

- Issuer: UNIFIED SER TR
- Class: ONEASCENT EMGRG
- CUSIP: 90470L469
- 13F holders: 29
- 13F value: $80.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 29 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| OneAscent Financial Services LLC | BIRMINGHAM, AL | $35.5M | 880,963 |
| OneAscent Wealth Management LLC | BIRMINGHAM, AL | $18.1M | 448,430 |
| [Atria Investments, Inc](https://search.stillhousedata.com/firm/143593) | Charlotte, NC | $5.2M | 103,903 |
| OneAscent Family Office, LLC | BIRMINGHAM, AL | $3.2M | 80,190 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $2.4M | 48,790 |
| [First Heartland Consultants, Inc.](https://search.stillhousedata.com/firm/110377) | LAKE ST. LOUIS, MO | $2.1M | 41,978 |
| [OLD MISSION CAPITAL LLC](https://search.stillhousedata.com/firm/146991) | CHICAGO, IL | $1.9M | 46,874 |
| [Inspire Advisors, LLC](https://search.stillhousedata.com/firm/300279) | Meridian, ID | $1.7M | 41,302 |
| PATRON PARTNERS, LLC | HOUSTON, TX | $1.4M | 35,818 |
| [Frontier Asset Management, LLC](https://search.stillhousedata.com/firm/109910) | SHERIDAN, WY | $1.4M | 28,426 |
| [RFG Advisory, LLC](https://search.stillhousedata.com/firm/158401) | BIRMINGHAM, AL | $1.2M | 23,784 |
| [Valmark Advisers, Inc.](https://search.stillhousedata.com/firm/108050) | AKRON, OH | $1.1M | 21,964 |
| OneAscent Investment Solutions LLC | BIRMINGHAM, AL | $1.1M | 26,807 |
| [Plan A Wealth LLC](https://search.stillhousedata.com/firm/287860) | LINCOLN, NE | $776K | 15,556 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $584K | 11,705 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/90470L469.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.