Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (OAIM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
69%

Smart Money Signals — OAIM

Based on 46 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OAIM 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
46 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 — +64% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+64% 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 — 69% buying

31 buying14 selling
Last quarter: 31 funds were net buyers (6 opened a brand new position + 25 added to an existing one). Only 14 were sellers (11 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 13 → 3 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 33% entered in last year

■ 20% conviction (2yr+) ■ 48% medium ■ 33% new
Only 9 funds (20%) 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.
⚠️

Saturation — most institutions already know this story

6 → 8 → 13 → 3 → 6 new funds/Q
New funds entering each quarter: 8 → 13 → 3 → 6. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 26% veterans, 48% new entrants

■ 26% veterans ■ 26% 1-2yr ■ 48% new
Of 46 current holders: 12 (26%) held 2+ years, 12 held 1–2 years, 22 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
5 of 46 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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 — OAIM

In 2026 Q1, 31 hedge funds were net buyers of OAIM (6 opened a new position, 25 added to an existing one), while 14 reduced or exited (11 trimmed, 3 sold completely) — a 69% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 46.

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

-- --

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

Is It Too Late to Buy Unified Ser Tr (OAIM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OAIM has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
OAIM
+12.5%
SPY
+13.9%

OAIM outperformed SPY by -1.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
OAIM
+5.9%
SPY
+0.2%

Since the filing became public, OAIM outperformed SPY by +5.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 3 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: OAIM
46 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 46 43 6.98%
13F Shares 7M 6M 19.81%
Total Value $304M $246M 23.86%
New Positions 6 3 +3
Increased Positions 25 20 +5
Closed Positions 3 5 -2
Reduced Positions 11 17 -6
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)

46 + investors

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

QUARTER:
Top 25 OAIM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Wealth Management LLC 13.59% 954,737 $41.1M
2 Plan A Wealth LLC 13.08% 634,179 $27.3M
3 OneAscent Family Office, LLC 7.55% 251,126 $10.8M
4 OneAscent Financial Services LLC 5.95% 2,550,985 $109.8M
5 OneAscent Investment Solutions LLC 3.07% 71,301 $3.1M
6 Cornerstone Financial Management LLC 1.33% 33,578 $1.4M
7 Investment Research Partners LLC 1.29% 73,802 $3.2M
8 Patron Partners, LLC 1.00% 52,313 $2.3M
9 TrueWealth Advisors, LLC 0.39% 35,976 $1.5M
10 Frontier Asset Management, LLC 0.38% 41,718 $1.8M
11 Atria Investments, Inc 0.29% 596,405 $25.7M
12 Inspire Advisors, LLC 0.28% 79,316 $3.4M
13 CreativeOne Wealth, LLC 0.24% 235,549 $10.1M
14 First Heartland Consultants, Inc. 0.13% 40,854 $1.8M
15 Values First Advisors, Inc. 0.13% 5,874 $253K
16 Firestone Capital Management 0.12% 12,898 $555K
17 Global Strategic Investment Solutions, LLC 0.06% 14,197 $611K
18 World Investment Advisors 0.06% 83,880 $3.6M
19 Valmark Advisers, Inc. 0.05% 99,060 $4.3M
20 RFG Advisory, LLC 0.05% 60,642 $2.6M
21 Abundance Wealth Counselors 0.04% 6,636 $286K
22 EverSource Wealth Advisors, LLC 0.02% 9,294 $651K
23 Wealth Enhancement Advisory Services, LLC 0.02% 223,198 $9.7M
24 Strategic Blueprint, LLC 0.01% 5,397 $232K
25 Dynamic Advisor Solutions LLC 0.01% 8,436 $363K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OAIM 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 OAIM?

More buyers than sellers — 69% buying: Last quarter: 31 funds were net buyers (6 opened a brand new position + 25 added to an existing one). Only 14 were sellers (11 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OAIM holders?

Smaller funds dominant — 11% AUM from top-100: 5 of 46 holders rank in the top 100 by AUM, but together hold only 11% 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 — 33% entered in last year: Only 9 funds (20%) 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.

Is it too late to buy Unified Ser Tr (OAIM) following the 2026 Q1 hedge fund 13F filings?

As of today, OAIM has moved +5.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +5.7%. Since the quarter end (March 31, 2026), OAIM has gained +12.5% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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