Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNIFIED SER TR (OALC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
7Q ▲
Buyers last Q
64%

Smart Money Signals — OALC

Based on 28 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added OALC 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
28 hedge funds hold OALC 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 — +75% more funds vs a year ago

fund count last 6Q
+12 new funds entered over the past year (+75% 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 — 64% buying

18 buying10 selling
Last quarter: 18 funds were net buyers (4 opened a brand new position + 14 added to an existing one). Only 10 were sellers (8 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: 6 → 4 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 25% long-term, 36% new

■ 25% conviction (2yr+) ■ 39% medium ■ 36% new
Of the 28 current holders: 7 (25%) held >2 years, 11 held 1–2 years, and 10 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 — ~4 new funds/quarter

5 → 6 → 4 → 5 → 4 new funds/Q
New funds entering each quarter: 6 → 4 → 5 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 57% of holders entered in last year

■ 25% veterans ■ 18% 1-2yr ■ 57% new
Of 28 current holders: 16 (57%) entered in the past year, only 7 (25%) 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 — 4% AUM from top-100

4% from top-100 AUM funds
4 of 28 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — 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 — OALC

In 2025 Q4, 18 hedge funds were net buyers of OALC (4 opened a new position, 14 added to an existing one), while 10 reduced or exited (8 trimmed, 2 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 7 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: OALC

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

Market Analysis: OALC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OALC

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 1 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: OALC
2026 Q1 Stats Unlock in 5 days 28 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 28 26 7.69%
13F Shares 5M 3M 52.91%
Total Value $173M $111M 55.82%
New Positions 4 5 -1
Increased Positions 14 11 +3
Closed Positions 2 2 -
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OALC

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Financial Highlights

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Institutional Holders (2026 Q1)

28 + investors

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

QUARTER:
Top 23 institutional holders of OALC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Wealth Management LLC 13.24% 1,168,065 $40.0M
2 OneAscent Financial Services LLC 5.26% 2,835,799 $97.2M
3 OneAscent Family Office, LLC 2.82% 117,615 $4.0M
4 PATRON PARTNERS, LLC 1.96% 129,178 $4.4M
5 TrueWealth Advisors, LLC 1.01% 116,784 $4.0M
6 OneAscent Investment Solutions LLC 0.84% 24,604 $843K
7 First Heartland Consultants, Inc. 0.18% 66,659 $2.3M
8 Values First Advisors, Inc. 0.13% 7,215 $247K
9 Atria Investments, Inc 0.12% 302,883 $10.4M
10 RFG Advisory, LLC 0.05% 83,994 $2.9M
11 Dynamic Advisor Solutions LLC 0.02% 15,889 $545K
12 Clarity Asset Management, Inc. 0.01% 691 $24K
13 SHP Wealth Management 0.01% 4,450 $153K
14 IFP Advisors, Inc 0.01% 13,419 $460K
15 Cambridge Investment Research Advisors, Inc. 0.01% 83,584 $3K
16 Kestra Advisory Services, LLC 0.00% 12,982 $445K
17 ENVESTNET ASSET MANAGEMENT INC 0.00% 109,792 $3.8M
18 Aptus Capital Advisors, LLC 0.00% 2,893 $99K
19 LPL Financial LLC 0.00% 75,086 $2.6M
20 Rockefeller Capital Management L.P. 0.00% 7,173 $246K
21 EverSource Wealth Advisors, LLC 0.00% 365 $9K
22 Blue Trust, Inc. 0.00% 276 $9K
23 JANE STREET GROUP, LLC 0.00% 8,771 $301K
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 (OALC)

What does the Smart Money Trend signal show for OALC?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added OALC 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 OALC?

More buyers than sellers — 64% buying: Last quarter: 18 funds were net buyers (4 opened a brand new position + 14 added to an existing one). Only 10 were sellers (8 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OALC holders?

Smaller funds dominant — 4% AUM from top-100: 4 of 28 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OALC?

Mixed — 25% long-term, 36% new: Of the 28 current holders: 7 (25%) held >2 years, 11 held 1–2 years, and 10 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.