UNIFIED SER TR ONEASCENT LARGE is a security (CUSIP 90470L527) tracked across SEC portfolio filings. 28 institutional managers reported $186.3M on Form 13F as of 2026-06-30.
Showing 15 of 28 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | BIRMINGHAM, AL | $97.2M | 2,835,799 |
| OneAscent Wealth Management LLC | BIRMINGHAM, AL | $40.0M | 1,168,065 |
| Atria Investments, Inc | Charlotte, NC | $12.5M | 304,411 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $6.2M | 150,498 |
| TrueWealth Advisors, LLC | BIRMINGHAM, AL | $5.4M | 132,384 |
| PATRON PARTNERS, LLC | HOUSTON, TX | $4.4M | 129,178 |
| OneAscent Family Office, LLC | BIRMINGHAM, AL | $4.0M | 117,615 |
| RFG Advisory, LLC | BIRMINGHAM, AL | $3.5M | 85,155 |
| First Heartland Consultants, Inc. | LAKE ST. LOUIS, MO | $2.7M | 65,914 |
| LPL Financial LLC | FORT MILL, SC | $2.6M | 75,086 |
| JONES FINANCIAL COMPANIES LLLP | DES PERES, MO | $2.4M | 72,105 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $910K | 26,539 |
| OneAscent Investment Solutions LLC | BIRMINGHAM, AL | $843K | 24,604 |
| Security Financial Services, INC. | Fort Wayne, IN | $569K | 13,866 |
| IFP Advisors, Inc | TAMPA, FL | $542K | 13,211 |