UNIFIED SER TR ONEASCENT CORE P is a security (CUSIP 90470L519) tracked across SEC portfolio filings. 30 institutional managers reported $243.4M on Form 13F as of 2026-06-30.
Showing 15 of 30 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | BIRMINGHAM, AL | $125.5M | 5,524,960 |
| OneAscent Wealth Management LLC | BIRMINGHAM, AL | $58.2M | 2,561,902 |
| Atria Investments, Inc | Charlotte, NC | $15.3M | 672,890 |
| OneAscent Family Office, LLC | BIRMINGHAM, AL | $9.4M | 415,648 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | KOKOMO, IN | $9.4M | 413,399 |
| PATRON PARTNERS, LLC | HOUSTON, TX | $4.0M | 176,434 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $3.2M | 141,955 |
| First Heartland Consultants, Inc. | LAKE ST. LOUIS, MO | $3.1M | 137,229 |
| RFG Advisory, LLC | BIRMINGHAM, AL | $2.9M | 127,746 |
| OneAscent Investment Solutions LLC | BIRMINGHAM, AL | $2.8M | 124,408 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH, MN | $1.5M | 65,988 |
| Dynamic Advisor Solutions LLC | PHOENIX, AZ | $1.1M | 48,263 |
| Merit Financial Group, LLC | ALPHARETTA, GA | $915K | 40,289 |
| TrustWell Financial Advisors, LLC | Jacksonville, FL | $806K | 35,500 |
| IFP Advisors, Inc | TAMPA, FL | $764K | 33,640 |