UNIFIED SER TR

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OACP·90470L519·US·ETF·Unknown - Unknown

OACP (UNIFIED SER TR) is held by 10 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($2M), Merit Financial Group, LLC ($840,641), CITADEL ADVISORS LLC ($634,979). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (10)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	86,793(+90.4%)	$2M	0.0%	-1.66%	41
MFMerit Financial Group, LLC	Increased	37,000(+12.6%)	$840,641	0.0%	-0.99%	28
CITADEL ADVISORS LLC	New	27,948	$634,979	0.0%	-2.29%	34
JANE STREET GROUP, LLC	Increased	24,562(+107.2%)	$558,049	0.0%	-2.07%	39
LPL Financial LLC	Increased	18,383(+22.9%)	$417,662	0.0%	-1.91%	29
GOLDMAN SACHS GROUP INC	New	16,403	$372,676	0.0%	-2.29%	36
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	New	10,733	$244,605	0.0%	-2.29%	32
JPMORGAN CHASE & CO	Decreased	4,550(-39.6%)	$103,035	0.0%	-1.83%	0
JONES FINANCIAL COMPANIES LLLP	Increased	3,435(+286.8%)	$77,768	0.0%	-2.17%	23
OSAIC HOLDINGS, INC.	New	2	$45	0.0%	-2.29%	17
UBS Group AG	Exited	0(-100.0%)	$10,642	0.0%	+0.48%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$29,969	0.0%	+0.48%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer