UNIFIED SER TR

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OAIM·90470L444·US·ETF

OAIM (UNIFIED SER TR) is held by 14 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($32.9M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($12.9M), ENVESTNET ASSET MANAGEMENT INC ($7.1M). Net institutional sentiment: Mixed.

14

Holders

(1 Elite)

$58.5M

Total Value

53% (15)

Consensus

8 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)62

Insider (Form 4)32

Activist (13D/13G)37

Congressional (STOCK Act)57

Holder Quality

35

★★★★★

Elite

43

★★★★

Strong

43

★★★

Solid

81

★★

Below

76

★

Weak

Held by 14 funds

1 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for OAIM.

Top Holders

Top Holders (14)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	687,156(+8.7%)	$32.9M	0.0%	+6.63%	31
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	273,671(+22.6%)	$12.9M	0.0%	+12.85%	34
ENVESTNET ASSET MANAGEMENT INC	Increased	148,713(+24.5%)	$7.1M	0.0%	+14.72%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	33,128(+519.6%)	$1.6M	0.0%	+1.98%	41
MFMerit Financial Group, LLC	Increased	31,435(+19.8%)	$1.5M	0.0%	+14.03%	30
Kestra Advisory Services, LLC	Decreased	23,086(-2.3%)	$1.1M	0.0%	+63.96%	0
GOLDMAN SACHS GROUP INC	New	11,372	$543,923	0.0%	-1.50%	37
Cetera Investment Advisers	Decreased	7,210(-14.8%)	$344,846	0.0%	+18.72%	0
CITADEL ADVISORS LLC	Decreased	5,545(-56.0%)	$265,217	0.0%	+24.45%	0
Aptus Capital Advisors, LLC	Unchanged	1,766	$84,468	0.0%	+24.72%	0
JPMORGAN CHASE & CO	Decreased	1,661(-67.5%)	$78,979	0.0%	+18.74%	0
Farther Finance Advisors, LLC	New	859	$41,086	0.0%	0.00%	28
OSAIC HOLDINGS, INC.	Unchanged	288	$13,775	0.0%	+6.54%	0
UBS Group AG	New	173	$8,275	0.0%	-1.50%	25
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$279,095	0.0%	+8.16%	0
MAMATHER GROUP, LLC.	Exited	0(-100.0%)	$13,305	0.0%	+8.16%	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$786,049	0.0%	+8.16%	0

OAIMUNIFIED SER TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer