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OAIM UNIFIED SER TR

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ETF (fund)

23 managers (25 13F filers) reported a position in OAIM shares at 2024-12-31, 6,079,860 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
23
13F filers
25
New
5
Added
11
Reduced
4
Sold out
3
Shares held by filers
6,079,860

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 3 filers holding3,004,080$97.3M+2,176,207Timeline
Atria Investments, Inc2,562,615$82.3M1.02%+105,95013F-HRTimeline
Cambridge Investment Research Advisors,…87,967$2.83M0.01%+26,50213F-HRTimeline
Valmark Advisers, Inc.65,302$2.1M0.03%-29,36013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC56,847$1.83M0.06%new13F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.47,641$1.57M0.09%+2,85313F-HR/ATimelineGroup
PATRON PARTNERS, LLC42,679$1.37M0.74%+4,51413F-HRTimeline
Plan A Wealth LLC36,211$1.16M1.06%13F-HRTimeline
RFG Advisory, LLC34,508$1.11M0.03%+1,16013F-HRTimeline
First Heartland Consultants, Inc.25,629$823K0.08%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,938$801K<0.01%-1,18013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,934$769K<0.01%+14,75513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC18,293$588K<0.01%+31413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,804$315K<0.01%-12,07613F-HRTimelineGroup
Firestone Capital Management9,289$298K0.07%+3013F-HRTimeline
Foundations Investment Advisors, LLC8,840$284K0.01%+14813F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,361$269K<0.01%-20013F-HRTimeline
LPL Financial LLC6,458$207K<0.01%+56513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,653$117K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,685$54.1K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc975$31.3K<0.01%013F-HRTimeline
IFP Advisors, Inc151$4.85K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.