Skip to content

OACP UNIFIED SER TR

Follow

CMN (fund)

25 managers (28 13F filers) reported a position in OACP shares at 2026-03-31, 10,181,707 shares in all. 5 filers opened a position and 5 filers sold out during the quarter.

Managers
25
13F filers
28
New
5
Added
18
Reduced
4
Sold out
5
Shares held by filers
10,181,707

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
OneAscent Financial Services LLCgroup of 4 filers holding8,626,918$196M+763,198Timeline
Atria Investments, Inc690,717$15.7M0.18%+60,98713F-HRTimeline
PATRON PARTNERS, LLC176,434$4.01M1.77%+32,49213F-HRTimeline
RFG Advisory, LLC114,356$2.6M0.05%+12,71313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC86,793$1.97M<0.01%+41,20713F-HRTimelineGroup
First Heartland Consultants, Inc.84,003$1.91M0.15%+18,83213F-HRTimeline
Cambridge Investment Research Advisors,…82,401$1.87M<0.01%-8013F-HRTimeline
Dynamic Advisor Solutions LLC62,439$1.42M0.04%+3,97113F-HRTimeline
Merit Financial Group, LLC37,000$841K0.01%+4,14613F-HRTimeline
IFP Advisors, Inc32,724$743K0.02%-1,41913F-HRTimeline
Security Financial Services, INC.28,669$651K0.1%+3,69313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,948$635K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,562$558K<0.01%+12,70813F-HRTimelineGroup
Strategic Blueprint, LLC20,515$466K0.03%+91813F-HRTimeline
Plan A Wealth LLC19,134$435K0.21%+1,22713F-HRTimeline
LPL Financial LLC18,383$418K<0.01%+3,42013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC16,403$373K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,733$245K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10,459$238K0.01%+6,53613F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO4,550$103K<0.01%-2,98513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,435$77.8K<0.01%+2,54713F-HRTimelineGroup
SHP Wealth Management2,680$60.9K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.253$5.75K<0.01%+313F-HRTimeline
Blue Trust, Inc.196$4.45K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2$45<0.01%new13F-HRTimelineGroup