Data as of Q4 2025 (Dec 31, 2025)
MGMT

UNIFIED SER TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

UNIFIED SER TR (MGMT) is held by 99 institutional investors with combined holdings of $949M. Major holders include OneAscent Financial Servi, OneAscent Wealth Manageme, Atria Investments, Inc.

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Institutional Holders
99
Total Value
$948.9M
Ownership %
—

🏦 Top Institutional Holders

OneAscent Financial Services LLC
12.1M shares
$374.7M
OneAscent Wealth Management LLC
5.5M shares
$166.8M
Atria Investments, Inc
1.7M shares
$55.3M
CPC Advisors, LLC
673.3K shares
$29.8M
OneAscent Family Office, LLC
939.0K shares
$29.1M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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