UNIFIED SER TR

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OALC·90470L527·US·ETF·Unknown - Unknown

OALC (UNIFIED SER TR) is held by 9 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($3.8M), LPL Financial LLC ($2.6M), JONES FINANCIAL COMPANIES LLLP ($2.4M). Net institutional sentiment: Bullish.

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

Positions (9)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	109,792(+62.9%)	$3.8M	0.0%	+17.06%	39
LPL Financial LLC	Increased	75,086(+28.3%)	$2.6M	0.0%	+22.88%	33
JONES FINANCIAL COMPANIES LLLP	Increased	72,105(+47.3%)	$2.4M	0.0%	+16.31%	36
GOLDMAN SACHS GROUP INC	New	26,539	$909,526	0.0%	+14.68%	34
Kestra Advisory Services, LLC	Increased	12,982(+13.8%)	$444,912	0.0%	+61.16%	27
JANE STREET GROUP, LLC	Decreased	8,771(-54.0%)	$300,594	0.0%	+14.36%	0
Equitable Holdings, Inc.	Increased	8,235(+15.8%)	$291,931	0.0%	+17.91%	27
Rockefeller Capital Management L.P.	Increased	7,173(+0.1%)	$245,861	0.0%	+18.44%	23
Aptus Capital Advisors, LLC	Increased	2,893(+1.7%)	$99,147	0.0%	+26.19%	22
MORGAN STANLEY	Exited	0(-100.0%)	$38	0.0%	-0.28%	0

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

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