Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNIFIED SER TR (OAIM)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — OAIM

Based on 43 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OAIM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
43 hedge funds hold OAIM 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 — +87% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+87% 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 — 51% buying

23 buying22 selling
Last quarter: 23 funds bought or added vs 22 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.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 6 → 8 → 13 → 3. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 40% entered in last year

19% conviction (2yr+) 42% medium 40% new
Only 8 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
➡️

Steady discovery — ~3 new funds/quarter

7 → 6 → 8 → 13 → 3 new funds/Q
New funds entering each quarter: 6 → 8 → 13 → 3. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 60% of holders entered in last year

23% veterans 16% 1-2yr 60% new
Of 43 current holders: 26 (60%) entered in the past year, only 10 (23%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 2% AUM from top-100

2% from top-100 AUM funds
4 of 43 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.
4.9
out of 10
Moderate Exit Risk
Exit risk score 4.9/10 — 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.

Hedge Fund Ownership: OAIM

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

Market Analysis: OAIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OAIM

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: OAIM
2026 Q1 Stats Unlock in 17 days 43 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 43 45 -4.44%
13F Shares 6M 4M 48.96%
Total Value $246M $160M 53.7%
New Positions 3 13 -10
Increased Positions 20 12 +8
Closed Positions 5 3 +2
Reduced Positions 17 15 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OAIM

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Institutional Holders (2026 Q1)

43 + investors

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

Top 25 institutional holders of OAIM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Wealth Management LLC 13.59% 954,737 $41.1M
2 OneAscent Family Office, LLC 7.55% 251,126 $10.8M
3 OneAscent Financial Services LLC 5.95% 2,550,985 $109.8M
4 OneAscent Investment Solutions LLC 3.07% 71,301 $3.1M
5 Investment Research Partners LLC 1.29% 73,802 $3.2M
6 PATRON PARTNERS, LLC 1.00% 52,313 $2.3M
7 TrueWealth Advisors, LLC 0.39% 35,976 $1.5M
8 First Heartland Consultants, Inc. 0.13% 40,854 $1.8M
9 Values First Advisors, Inc. 0.13% 5,874 $253K
10 Global Strategic Investment Solutions, LLC 0.06% 14,197 $611K
11 World Investment Advisors 0.06% 83,880 $3.6M
12 Valmark Advisers, Inc. 0.05% 99,060 $4.3M
13 RFG Advisory, LLC 0.05% 60,642 $2.6M
14 Abundance Wealth Counselors 0.04% 6,636 $286K
15 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% 223,198 $9.7M
16 Strategic Blueprint, LLC 0.01% 5,397 $232K
17 Dynamic Advisor Solutions LLC 0.01% 8,436 $363K
18 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% 3,503 $151K
19 Merit Financial Group, LLC 0.01% 26,236 $1.1M
20 Cambridge Investment Research Advisors, Inc. 0.00% 41,965 $2K
21 IFP Advisors, Inc 0.00% 5,151 $222K
22 Kestra Advisory Services, LLC 0.00% 23,626 $1.0M
23 CX Institutional 0.00% 2,929
24 AdvisorNet Financial, Inc 0.00% 258 $11K
25 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 5,347 $230K
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 (OAIM)

What does the Smart Money Trend signal show for OAIM?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OAIM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OAIM?

Slight buying edge — 51% buying: Last quarter: 23 funds bought or added vs 22 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 OAIM holders?

Smaller funds dominant — 2% AUM from top-100: 4 of 43 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 OAIM?

Mostly new holders — 40% entered in last year: Only 8 funds (19%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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.