Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (OAIM)

52 + 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
↑ +6
Streak
2Q ▲
Buyers last Q
62%

Smart Money Signals — OAIM

Based on 52 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
52 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 — +49% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+49% 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 — 62% buying

34 buying21 selling
Last quarter: 34 funds were net buyers (13 opened a brand new position + 21 added to an existing one). Only 21 were sellers (14 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new OAIM position: 13 → 3 → 6 → 13. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 27% entered in last year

■ 21% conviction (2yr+) ■ 52% medium ■ 27% new
Only 11 funds (21%) 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.
📈

Growing discovery — still being found

8 → 13 → 3 → 6 → 13 new funds/Q
New funds entering each quarter: 13 → 3 → 6 → 13. A growing number of institutions are discovering OAIM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
📊

Mixed cohorts — 23% veterans, 50% new entrants

■ 23% veterans ■ 27% 1-2yr ■ 50% new
Of 52 current holders: 12 (23%) held 2+ years, 14 held 1–2 years, 26 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
6 of 52 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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 Q2, 34 hedge funds were net buyers of OAIM (13 opened a new position, 21 added to an existing one), while 21 reduced or exited (14 trimmed, 7 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 52.

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

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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 3 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: OAIM
52 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 52 46 13.04%
13F Shares 7M 7M -1.0%
Total Value $333M $304M 9.59%
New Positions 13 6 +7
Increased Positions 21 25 -4
Closed Positions 7 3 +4
Reduced Positions 14 11 +3
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 Q2)

52 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Wealth Management LLC 14.64% 1,026,961 $49.1M
2 Plan A Wealth LLC 13.33% 655,254 $31.3M
3 OneAscent Family Office, LLC 6.10% 252,565 $12.1M
4 OneAscent Financial Services LLC 6.09% 2,662,525 $127.3M
5 OneAscent Investment Solutions LLC 2.80% 61,820 $3.0M
6 Cornerstone Financial Management LLC 1.58% 41,087 $2.0M
7 Investment Research Partners LLC 1.18% 73,058 $3.5M
8 Patron Partners, LLC 1.05% 57,085 $2.7M
9 TrueWealth Advisors, LLC 0.53% 48,845 $2.3M
10 Frontier Asset Management, LLC 0.35% 40,709 $1.9M
11 TrustWell Financial Advisors, LLC 0.33% 8,157 $390K
12 Inspire Advisors, LLC 0.26% 78,363 $3.7M
13 Atria Investments, Inc 0.14% 300,933 $14.4M
14 Values First Advisors, Inc. 0.13% 5,874 $281K
15 First Heartland Consultants, Inc. 0.12% 40,196 $1.9M
16 Firestone Capital Management 0.12% 13,823 $661K
17 Global Strategic Investment Solutions, LLC 0.11% 25,198 $1.2M
18 EverSource Wealth Advisors, LLC 0.07% 42,692 $2.0M
19 World Investment Advisors 0.06% 83,880 $3.6M
20 Valmark Advisers, Inc. 0.06% 108,855 $5.2M
21 Synergy Asset Management, LLC 0.05% 11,212 $536K
22 RFG Advisory, LLC 0.05% 62,356 $3.0M
23 Abundance Wealth Counselors 0.04% 13,272 $635K
24 Security Financial Services, INC. 0.03% 4,490 $215K
25 Wealth Enhancement Advisory Services, LLC 0.02% 273,671 $12.9M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 62% buying: Last quarter: 34 funds were net buyers (13 opened a brand new position + 21 added to an existing one). Only 21 were sellers (14 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OAIM holders?

Smaller funds dominant — 12% AUM from top-100: 6 of 52 holders rank in the top 100 by AUM, but together hold only 12% 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 — 27% entered in last year: Only 11 funds (21%) 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.

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