UNIFIED SER TR

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OAIM·90470L444·US·etf·Unknown - Unknown

ONEASCENT INTL

OAIM (UNIFIED SER TR) is held by 14 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($27.2M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($9.7M), ENVESTNET ASSET MANAGEMENT INC ($5.1M). Net institutional sentiment: Bullish.

14

Holders

Avg rating(3 Elite)

$46.7M

Total Value

71% (15)

Fund Consensus

10 buying - 4 selling

Smart Money Verdict

View all

59Mixed MomentumSingle Source

Institutional (13F)59

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how OAIM's score breaks down across 4 SEC sources

Holder Quality

3

★★★★★

Elite

4

★★★★

Strong

7

★★★

Solid

1

★★

Below

0

★

Weak

Held by 14 funds

3 elite

No recent insider, activist, or congressional trades found for this stock

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

Positions (14)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	632,242(+2601.9%)	$27.2M	0.0%	+4.32%	46
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Decreased	223,198(-5.6%)	$9.7M	0.0%	+11.20%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	119,459(+28.4%)	$5.1M	0.0%	+16.11%	34
MFMerit Financial Group, LLC	Increased	26,236(+4.2%)	$1.1M	0.0%	+14.34%	26
Kestra Advisory Services, LLC	Increased	23,626(+2.6%)	$1M	0.0%	+59.26%	26
JANE STREET GROUP, LLC	New	18,256	$786,049	0.0%	+3.48%	34
CITADEL ADVISORS LLC	Decreased	12,612(-42.7%)	$543,035	0.0%	+20.88%	0
Cetera Investment Advisers	Increased	8,458(+0.1%)	$364,183	0.0%	+15.32%	24
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	6,482	$279,095	0.0%	+3.48%	36
COMMONWEALTH EQUITY SERVICES, LLC	Unchanged	5,347	$230,230	0.0%	+21.35%	0
JPMORGAN CHASE & CO	Decreased	5,111(-0.4%)	$213,206	0.0%	+15.34%	0
Aptus Capital Advisors, LLC	Increased	1,766(+1.0%)	$76,039	0.0%	+21.15%	21
MAMATHER GROUP, LLC.	New	309	$13,305	0.0%	+3.48%	25
OSAIC HOLDINGS, INC.	New	288	$12,401	0.0%	+3.48%	27
BANK OF AMERICA CORP /DE/	Exited	0(-100.0%)	$58,608	0.0%	+7.46%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

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