UNIFIED SER TR

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

OALC (UNIFIED SER TR) is held by 11 institutional investors as of Q2 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($6.2M), JONES FINANCIAL COMPANIES LLLP ($6.1M), LPL Financial LLC ($3.5M). Net institutional sentiment: Bullish.

11

Holders

(2 Elite)

$18.4M

Total Value

73% (11)

Consensus

8 buying - 3 selling

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

Smart Money Verdict

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Institutional (13F)44

Insider (Form 4)39

Activist (13D/13G)26

Congressional (STOCK Act)60

Holder Quality

80

★★★★★

Elite

46

★★★★

Strong

88

★★★

Solid

46

★★

Below

31

★

Weak

Held by 11 funds

2 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (11)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ENVESTNET ASSET MANAGEMENT INC	Increased	150,498(+37.1%)	$6.2M	0.0%	+14.34%	36
JONES FINANCIAL COMPANIES LLLP	Increased	152,074(+110.9%)	$6.1M	0.0%	+9.34%	44
LPL Financial LLC	Increased	86,195(+14.8%)	$3.5M	0.0%	+22.05%	30
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	14,661	$601,592	0.0%	+1.87%	37
Kestra Advisory Services, LLC	Decreased	12,465(-4.0%)	$511,485	0.0%	+64.91%	0
AQR CAPITAL MANAGEMENT LLC	New	10,582	$434,220	0.0%	+1.87%	33
COMMONWEALTH EQUITY SERVICES, LLC	New	8,185	$335,860	0.0%	+1.87%	33
Rockefeller Capital Management L.P.	Unchanged	7,173	$294,373	0.0%	+21.19%	0
JANE STREET GROUP, LLC	Decreased	5,650(-35.6%)	$231,839	0.0%	+17.02%	0
Aptus Capital Advisors, LLC	Increased	2,920(+0.9%)	$119,818	0.0%	+28.81%	22
MGMERCER GLOBAL ADVISORS INC /ADV	New	1,756	$72,055	0.0%	+1.87%	29
GOLDMAN SACHS GROUP INC	Exited	0(-100.0%)	$909,526	0.0%	+15.20%	0

OALCUNIFIED 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