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OAIM UNIFIED SER TR

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ETF (fund)

27 managers (30 13F filers) reported a position in OAIM shares at 2025-03-31, 5,413,456 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
27
13F filers
30
New
5
Added
15
Reduced
5
Sold out
1
Shares held by filers
5,413,456

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 holding3,308,762$111M+304,682Timeline
Atria Investments, Inc1,164,755$38.9M0.5%-1,397,86013F-HRTimeline
Plan A Wealth LLC215,409$7.2M5.58%+179,19813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC207,993$6.95M0.21%+151,14613F-HRTimelineGroup
Cambridge Investment Research Advisors,…94,292$3.15M0.01%+6,32513F-HRTimeline
Valmark Advisers, Inc.76,847$2.57M0.04%+11,54513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.73,224$2.45M0.13%+25,58313F-HR/ATimelineGroup
PATRON PARTNERS, LLC48,656$1.63M0.88%+5,97713F-HRTimeline
RFG Advisory, LLC46,969$1.57M0.04%+12,46113F-HRTimeline
LPL Financial LLC26,994$902K<0.01%+20,53613F-HRTimeline
First Heartland Consultants, Inc.24,732$827K0.09%-89713F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC24,417$816K<0.01%-52113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,950$734K<0.01%+3,65713F-HRTimelineGroup
TrueWealth Advisors, LLC17,836$596K0.2%new13F-HRTimeline
Dynamic Advisor Solutions LLC14,283$477K0.02%new13F-HRTimeline
Firestone Capital Management9,762$326K0.09%+47313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,648$322K<0.01%-15613F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,100$304K<0.01%+73913F-HRTimeline
Foundations Investment Advisors, LLC8,340$279K0.01%-50013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,698$124K0.01%+4513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,685$56.3K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,213$40.5K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc975$32.6K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.937$31.3K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…828$27.7K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc151$5.05K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.