Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (OALC)

29 + 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
↑ +1
Streak
1Q ▲
Buyers last Q
50%

Smart Money Signals — OALC

Based on 29 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
29 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 — +26% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+26% 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 — 50% buying

16 buying16 selling
Last quarter: 16 funds bought or added vs 16 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: 5 → 4 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 17% new

■ 28% conviction (2yr+) ■ 55% medium ■ 17% new
Of the 29 current holders: 8 (28%) held >2 years, 16 held 1–2 years, and 5 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.
💰

Value +21% but shares only +1% — price-driven

Value
+21%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +21%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~5 new funds/quarter

4 → 5 → 4 → 3 → 5 new funds/Q
New funds entering each quarter: 5 → 4 → 3 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 31% veterans, 38% new entrants

■ 31% veterans ■ 31% 1-2yr ■ 38% new
Of 29 current holders: 9 (31%) held 2+ years, 9 held 1–2 years, 11 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
4 of 29 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — OALC

In 2026 Q2, 16 hedge funds were net buyers of OALC (5 opened a new position, 11 added to an existing one), while 16 reduced or exited (12 trimmed, 4 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 29.

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

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: OALC
29 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 29 28 3.57%
13F Shares 5M 5M 1.26%
Total Value $217M $179M 21.21%
New Positions 5 3 +2
Increased Positions 11 18 -7
Closed Positions 4 3 +1
Reduced Positions 12 6 +6
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 Q2)

29 + 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 25 OALC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Wealth Management LLC 13.09% 1,070,324 $43.9M
2 OneAscent Financial Services LLC 5.65% 2,879,184 $118.1M
3 Patron Partners, LLC 2.32% 147,222 $6.0M
4 OneAscent Family Office, LLC 1.77% 85,432 $3.5M
5 TrueWealth Advisors, LLC 1.22% 132,384 $5.4M
6 OneAscent Investment Solutions LLC 0.98% 25,231 $1.0M
7 First Heartland Consultants, Inc. 0.18% 65,914 $2.7M
8 Plan A Wealth LLC 0.14% 8,180 $336K
9 Atria Investments, Inc 0.13% 304,411 $12.5M
10 Values First Advisors, Inc. 0.08% 4,506 $185K
11 Security Financial Services, INC. 0.08% 13,866 $569K
12 RFG Advisory, LLC 0.05% 85,155 $3.5M
13 SHP Wealth Management 0.01% 4,074 $167K
14 IFP Advisors, Inc 0.01% 13,211 $542K
15 Jones Financial Companies Lllp 0.00% 152,074 $6.1M
16 Equitable Holdings, Inc. 0.00% 7,969 $327K
17 Kestra Advisory Services, LLC 0.00% 12,465 $511K
18 Envestnet Asset Management Inc 0.00% 150,498 $6.2M
19 Aptus Capital Advisors, LLC 0.00% 2,920 $120K
20 LPL Financial LLC 0.00% 86,195 $3.5M
21 Rockefeller Capital Management L.P. 0.00% 7,173 $294K
22 Commonwealth Equity Services, LLC 0.00% 8,185 $336K
23 Aqr Capital Management LLC 0.00% 10,582 $434K
24 EverSource Wealth Advisors, LLC 0.00% 70 $3K
25 Mercer Global Advisors Inc /Adv 0.00% 1,756 $72K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 50% buying: Last quarter: 16 funds bought or added vs 16 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 OALC holders?

Smaller funds dominant — 7% AUM from top-100: 4 of 29 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OALC?

Mixed — 28% long-term, 17% new: Of the 29 current holders: 8 (28%) held >2 years, 16 held 1–2 years, and 5 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.

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