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Disclosery

OAIM UNIFIED SER TR

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ETF (fund)

49 managers (52 13F filers) reported a position in OAIM shares at 2026-06-30, 7,027,617 shares in all. 10 filers opened a position and 6 filers sold out during the quarter.

Managers
49
13F filers
52
New
10
Added
21
Reduced
15
Sold out
6
Shares held by filers
7,027,617

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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 holding4,003,871$192M+175,722Timeline
LPL Financial LLC687,156$32.9M0.01%+54,91413F-HRTimeline
Plan A Wealth LLC655,254$31.3M13.33%+21,07513F-HRTimeline
Atria Investments, Inc300,933$14.4M0.14%-295,47213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…273,671$12.9M0.02%+50,47313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC148,713$7.11M<0.01%+29,25413F-HRTimelineGroup
Valmark Advisers, Inc.108,855$5.21M0.06%+9,79513F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC78,363$3.75M0.26%-95313F-HRTimelineGroup
World Investment Advisors83,880$3.61M0.06%013F-HRTimeline
Investment Research Partners LLC73,058$3.49M1.18%-74413F-HRTimeline
RFG Advisory, LLC62,356$2.98M0.05%+1,71413F-HRTimeline
PATRON PARTNERS, LLC57,085$2.73M1.05%+4,77213F-HRTimeline
TrueWealth Advisors, LLC48,845$2.34M0.53%+12,86913F-HRTimeline
Cambridge Investment Research Advisors,…46,970$2.25M0.01%+5,00513F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…42,692$2.04M0.07%+12,20113F-HRTimelineGroup
Cornerstone Financial Management LLC41,087$1.97M1.58%+7,50913F-HR/ATimeline
Frontier Asset Management, LLC40,709$1.95M0.35%-1,00913F-HRTimeline
First Heartland Consultants, Inc.40,196$1.92M0.12%-65813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC33,128$1.58M<0.01%+27,78113F-HRTimeline
Merit Financial Group, LLC31,435$1.5M0.01%+5,19913F-HR/ATimeline
Global Strategic Investment Solutions, …25,198$1.21M0.11%+11,00113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,086$1.1M<0.01%-54013F-HRTimelineGroup
Firestone Capital Management13,823$661K0.12%+92513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,805$660K0.01%-221,74413F-HRTimelineGroup
Abundance Wealth Counselors13,272$635K0.04%+6,63613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC11,372$544K<0.01%new13F-HRTimelineGroup
Synergy Asset Management, LLCin group Synergy Asset Management, LLC11,212$536K0.05%new13F-HRTimelineGroup
TrustWell Financial Advisors, LLC8,157$390K0.33%new13F-HRTimeline
Cetera Investment Advisers7,210$345K<0.01%-1,24813F-HRTimeline
Values First Advisors, Inc.5,874$281K0.13%013F-HR/ATimeline
Strategic Blueprint, LLC5,648$270K0.01%+25113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,545$265K<0.01%-7,06713F-HRTimelineGroup
IFP Advisors, Inc5,133$246K<0.01%-1813F-HRTimeline
Security Financial Services, INC.4,490$215K0.03%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,387$162K0.01%-11613F-HRTimeline
CX Institutional2,768$132K<0.01%-16113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,302$110K<0.01%-6,34313F-HRTimeline
Aptus Capital Advisors, LLC1,766$84.5K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,661$79K<0.01%-3,45013F-HRTimelineGroup
Farther Finance Advisors, LLC859$41.1K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC627$30K<0.01%13F-HRTimeline
IFG Advisory, LLC545$26.1K<0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS415$19.9K<0.01%new13F-HRTimeline
Bare Financial Services, Inc309$14.8K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.288$13.8K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc266$12.7K<0.01%+813F-HRTimeline
UBS Group AGin group UBS Group AG173$8.28K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC168$8.04K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1$48<0.01%013F-HRTimelineGroup