UNIFIED SER TR (OAEM): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

UNIFIED SER TR (OAEM)

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

Smart Money Signals — OAEM

Based on 26 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q

The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

26 hedge funds hold OAEM 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 — +24% more funds vs a year ago

fund count last 6Q

+5 new funds entered over the past year (+24% 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.

🟡

Slight buying edge — 59% buying

17 buying12 selling

Last quarter: 17 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 2 → 3 → 5 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 38% long-term, 23% new

■ 38% conviction (2yr+) ■ 38% medium ■ 23% new

Of the 26 current holders: 10 (38%) held >2 years, 10 held 1–2 years, and 6 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.

➡️

Steady discovery — ~5 new funds/quarter

7 → 2 → 3 → 5 → 5 new funds/Q

New funds entering each quarter: 2 → 3 → 5 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 42% of holders stayed 2+ years

■ 42% veterans ■ 19% 1-2yr ■ 38% new

Of 26 current holders: 11 (42%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds

1 of 26 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

3.9

out of 10

Low Exit Risk

Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	26	26	-
13F Shares	2M	1M	58.96%
Total Value	$67M	$39M	69.69%
New Positions	5	5	-
Increased Positions	12	8	+4
Closed Positions	5	2	+3
Reduced Positions	7	11	-4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

13F Shares

58.96%

Total Value

$67M

$39M

69.69%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

26 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 16 institutional holders of OAEM — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	OneAscent Wealth Management LLC	5.98%	448,430	$18.1M
2	OneAscent Family Office, LLC	2.26%	80,190	$3.2M
3	OneAscent Financial Services LLC	1.92%	880,963	$35.5M
4	OneAscent Investment Solutions LLC	1.08%	26,807	$1.1M
5	PATRON PARTNERS, LLC	0.64%	35,818	$1.4M
6	First Heartland Consultants, Inc.	0.12%	37,961	$1.5M
7	Global Strategic Investment Solutions, LLC	0.03%	7,381	$298K
8	CREATIVE FINANCIAL DESIGNS INC /ADV	0.03%	11,061	$446K
9	RFG Advisory, LLC	0.02%	24,845	$1.0M
10	Valmark Advisers, Inc.	0.01%	21,810	$879K
11	IFP Advisors, Inc	0.01%	11,252	$454K
12	AdvisorNet Financial, Inc	0.00%	1,156	$47K
13	Cambridge Investment Research Advisors, Inc.	0.00%	17,704	—
14	Envestnet Portfolio Solutions, Inc.	0.00%	6,568	$265K
15	FIFTH THIRD BANCORP	0.00%	340	$14K
16	Blue Trust, Inc.	0.00%	51	$2K

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 (OAEM)

What does the Smart Money Trend signal show for OAEM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for OAEM?

Slight buying edge — 59% buying: Last quarter: 17 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OAEM holders?

Smaller funds dominant — 2% AUM from top-100: 1 of 26 holders rank in the top 100 by AUM, but together hold only 2% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OAEM?

Mixed — 38% long-term, 23% new: Of the 26 current holders: 10 (38%) held >2 years, 10 held 1–2 years, and 6 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.

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UNIFIED SER TR (OAEM)

Smart Money Signals — OAEM

No change last quarter

At the ownership peak (100% of max)

Fast accumulation — +24% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~5 new funds per quarter

Mixed — 38% long-term, 23% new

Steady discovery — ~5 new funds/quarter

Deep conviction — 42% of holders stayed 2+ years

Smaller funds dominant — 2% AUM from top-100

Hedge Fund Ownership: OAEM

Market Analysis: OAEM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OAEM

Hedge Fund Positioning: OAEM

Statistics: OAEM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — UNIFIED SER TR (OAEM)

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