Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (OACP)

29 + Investors. Track Smart Money conviction in OACP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
79%

Smart Money Signals — OACP

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OACP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
29 hedge funds hold OACP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+45% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 79% buying

23 buying6 selling
Last quarter: 23 funds were net buyers (4 opened a brand new position + 19 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 8 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 31% new

■ 28% conviction (2yr+) ■ 41% medium ■ 31% new
Of the 29 current holders: 8 (28%) held >2 years, 12 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

5 → 7 → 8 → 5 → 4 new funds/Q
New funds entering each quarter: 7 → 8 → 5 → 4. OACP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 31% veterans, 45% new entrants

■ 31% veterans ■ 24% 1-2yr ■ 45% new
Of 29 current holders: 9 (31%) held 2+ years, 7 held 1–2 years, 13 (45%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
6 of 29 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OACP

In 2026 Q2, 23 hedge funds were net buyers of OACP (4 opened a new position, 19 added to an existing one), while 6 reduced or exited (4 trimmed, 2 sold completely) — a 79% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 29.

Hedge Fund Ownership: OACP

How many hedge funds hold OACP — quarterly history vs. share price
Quarterly hedge fund ownership of OACP vs. share price

Market Analysis: OACP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OACP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 2 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: OACP
29 + Investors

Track Smart Money conviction in OACP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 27 7.41%
13F Shares 11M 10M 9.05%
Total Value $250M $229M 8.88%
New Positions 4 5 -1
Increased Positions 19 17 +2
Closed Positions 2 6 -4
Reduced Positions 4 4 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OACP

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Institutional Holders (2026 Q2)

29 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OACP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 OACP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Wealth Management LLC 17.55% 2,592,408 $58.9M
2 OneAscent Financial Services LLC 6.11% 5,625,523 $127.8M
3 OneAscent Family Office, LLC 4.99% 435,281 $9.9M
4 OneAscent Investment Solutions LLC 2.74% 127,586 $2.9M
5 Patron Partners, LLC 1.69% 193,449 $4.4M
6 TrustWell Financial Advisors, LLC 0.68% 35,500 $806K
7 Creative Financial Designs Inc /Adv 0.45% 413,399 $9.4M
8 First Heartland Consultants, Inc. 0.20% 137,229 $3.1M
9 Plan A Wealth LLC 0.17% 18,015 $409K
10 Atria Investments, Inc 0.15% 672,890 $15.3M
11 Security Financial Services, INC. 0.10% 32,951 $748K
12 RFG Advisory, LLC 0.05% 127,746 $2.9M
13 Dynamic Advisor Solutions LLC 0.03% 48,263 $1.1M
14 Strategic Blueprint, LLC 0.02% 21,197 $481K
15 IFP Advisors, Inc 0.01% 33,640 $764K
16 Mascoma Wealth Management LLC 0.01% 3,148 $72K
17 EverSource Wealth Advisors, LLC 0.01% 15,631 $355K
18 Merit Financial Group, LLC 0.01% 40,289 $915K
19 SHP Wealth Management 0.00% 2,680 $61K
20 Wealth Enhancement Advisory Services, LLC 0.00% 65,988 $1.5M
21 Envestnet Asset Management Inc 0.00% 141,955 $3.2M
22 Jones Financial Companies Lllp 0.00% 16,797 $384K
23 LPL Financial LLC 0.00% 21,637 $491K
24 Goldman Sachs Group Inc 0.00% 43,108 $979K
25 Jpmorgan Chase & Co 0.00% 58,658 $1.3M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Unified Ser Tr (OACP)

What does the Smart Money Trend signal show for OACP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OACP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OACP?

More buyers than sellers — 79% buying: Last quarter: 23 funds were net buyers (4 opened a brand new position + 19 added to an existing one). Only 6 were sellers (4 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OACP holders?

Smaller funds dominant — 3% AUM from top-100: 6 of 29 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OACP?

Mixed — 28% long-term, 31% new: Of the 29 current holders: 8 (28%) held >2 years, 12 held 1–2 years, and 9 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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