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Disclosery

OAIM UNIFIED SER TR

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ETF (fund)

34 managers (37 13F filers) reported a position in OAIM shares at 2025-06-30, 6,247,322 shares in all. 8 filers opened a position and 1 filer sold out during the quarter.

Managers
34
13F filers
37
New
8
Added
19
Reduced
9
Sold out
1
Shares held by filers
6,247,322

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 holding3,666,656$140M+357,894Timeline
Atria Investments, Inc1,144,587$43.7M0.52%-20,16813F-HRTimeline
Plan A Wealth LLC484,954$18.5M10.5%+269,54513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC214,029$8.17M0.21%+6,03613F-HRTimelineGroup
Cambridge Investment Research Advisors,…100,711$3.85M0.01%+6,41913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC82,566$3.15M<0.01%new13F-HRTimelineGroup
Valmark Advisers, Inc.70,846$2.71M0.04%-6,00113F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC64,179$2.45M0.25%new13F-HRTimelineGroup
RFG Advisory, LLC53,777$2.05M0.05%+6,80813F-HRTimeline
PATRON PARTNERS, LLC50,722$1.94M0.96%+2,06613F-HRTimeline
First Heartland Consultants, Inc.38,006$1.45M0.13%+13,27413F-HRTimeline
LPL Financial LLC37,965$1.45M<0.01%+10,97113F-HRTimeline
HARBOUR INVESTMENTS, INC.33,656$1.29M0.03%+32,71913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,924$1.26M<0.01%+23,27613F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.31,733$1.21M0.06%-41,49113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC27,145$1.04M<0.01%+5,19513F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,266$850K<0.01%-2,15113F-HRTimelineGroup
TrueWealth Advisors, LLC17,961$686K0.2%+12513F-HRTimeline
Dynamic Advisor Solutions LLC12,043$460K0.01%-2,24013F-HRTimeline
Firestone Capital Management10,362$396K0.09%+60013F-HRTimeline
Frontier Asset Management, LLC8,937$341K0.09%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,871$339K<0.01%-22913F-HRTimeline
Foundations Investment Advisors, LLC8,209$314K<0.01%-13113F-HRTimeline
Abundance Wealth Counselors6,393$244K0.05%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,806$222K<0.01%new13F-HRTimeline
IFP Advisors, Inc4,902$187K0.01%+4,75113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,708$142K0.01%+1013F-HRTimeline
Aptus Capital Advisors, LLC1,749$66.8K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,009$38.5K<0.01%+18113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC372$14.2K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc274$10.5K<0.01%-70113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3$115<0.01%-1,68213F-HRTimelineGroup
GeoWealth Management, LLC1$38<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.