OASC (UNIFIED SER TR) is held by 3 institutional investors as of Q1 2026. Largest holders: ENVESTNET ASSET MANAGEMENT INC ($345,408), Aptus Capital Advisors, LLC ($54,921), OSAIC HOLDINGS, INC. ($9,416). Net institutional sentiment: Mixed.
3
Holders
Avg rating(2 Elite)
$409,745
Total Value
60% (5)
Fund Consensus
3 buying - 2 selling
Smart Money Verdict48Weak MomentumSingle Source
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See how OASC's score breaks down across 4 SEC sources
Held by 3 funds
2 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
New | 11,591 | $345,408 | 0.0% | +8.40% | 33 | |
Increased | 1,843(+0.6%) | $54,921 | 0.0% | +26.16% | 21 | |
New | 316 | $9,416 | 0.0% | +8.40% | 26 | |
Exited | 0(-100.0%) | $20,851 | 0.0% | +2.96% | 0 | |
Exited | 0(-100.0%) | $289,817 | 0.0% | +2.96% | 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