# UNIFIED SER TR ONEASCENT CORE P

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.

## Summary

- Issuer: UNIFIED SER TR
- Class: ONEASCENT CORE P
- CUSIP: 90470L519
- 13F holders: 30
- 13F value: $243.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/143593) | 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.](https://search.stillhousedata.com/firm/110377) | LAKE ST. LOUIS, MO | $3.1M | 137,229 |
| [RFG Advisory, LLC](https://search.stillhousedata.com/firm/158401) | BIRMINGHAM, AL | $2.9M | 127,746 |
| OneAscent Investment Solutions LLC | BIRMINGHAM, AL | $2.8M | 124,408 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/116407) | PLYMOUTH, MN | $1.5M | 65,988 |
| Dynamic Advisor Solutions LLC | PHOENIX, AZ | $1.1M | 48,263 |
| [Merit Financial Group, LLC](https://search.stillhousedata.com/firm/142457) | ALPHARETTA, GA | $915K | 40,289 |
| [TrustWell Financial Advisors, LLC](https://search.stillhousedata.com/firm/108426) | Jacksonville, FL | $806K | 35,500 |
| [IFP Advisors, Inc](https://search.stillhousedata.com/firm/125112) | TAMPA, FL | $764K | 33,640 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/90470L519.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.