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Disclosery

OAIM UNIFIED SER TR

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ETF (fund)

42 managers (45 13F filers) reported a position in OAIM shares at 2025-09-30, 5,347,922 shares in all. 11 filers opened a position and 2 filers sold out during the quarter.

Managers
42
13F filers
45
New
11
Added
13
Reduced
15
Sold out
2
Shares held by filers
5,347,922

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding2,578,470$104M-1,088,186Timeline
Atria Investments, Inc1,013,367$40.8M0.47%-131,22013F-HRTimeline
Plan A Wealth LLC587,880$23.6M12.03%+102,92613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC213,988$8.61M0.21%-4113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC89,157$3.59M<0.01%+6,59113F-HRTimelineGroup
Valmark Advisers, Inc.76,261$3.07M0.04%+5,41513F-HRTimeline
Investment Research Partners LLC71,980$2.93M1.32%13F-HRTimeline
World Investment Advisors69,860$2.81M0.06%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,285$2.75M<0.01%+41,14013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC59,787$2.4M0.23%-4,39213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC59,295$2.38M<0.01%+26,37113F-HRTimelineGroup
RFG Advisory, LLC53,377$2.15M0.04%-40013F-HRTimeline
PATRON PARTNERS, LLC45,804$1.84M0.83%-4,91813F-HRTimeline
Frontier Asset Management, LLC44,154$1.78M0.44%+35,21713F-HRTimeline
Cambridge Investment Research Advisors,…39,932$1.61M<0.01%-60,77913F-HRTimeline
First Heartland Consultants, Inc.38,772$1.56M0.13%+76613F-HRTimeline
LPL Financial LLC38,535$1.55M<0.01%+57013F-HRTimeline
HARBOUR INVESTMENTS, INC.31,974$1.29M0.03%-1,68213F-HRTimeline
Merit Financial Group, LLC22,344$899K0.01%new13F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC22,149$891K<0.01%-11713F-HRTimelineGroup
TrueWealth Advisors, LLC18,938$762K0.21%+97713F-HRTimeline
Firestone Capital Management10,542$424K0.09%+18013F-HRTimeline
Dynamic Advisor Solutions LLC10,086$406K0.01%-1,95713F-HRTimeline
Cetera Investment Advisers8,891$358K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,736$351K<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC8,211$330K0.01%new13F-HRTimeline
HRT FINANCIAL LP6,829$274K<0.01%new13F-HRTimeline
Abundance Wealth Counselors6,393$257K0.04%013F-HRTimeline
Foundations Investment Advisors, LLC6,042$243K<0.01%-2,16713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,806$234K<0.01%013F-HRTimeline
Values First Advisors, Inc.5,444$219K0.12%new13F-HRTimeline
Strategic Blueprint, LLC5,376$216K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,353$215K<0.01%+5,35013F-HR/ATimelineGroup
IFP Advisors, Inc5,062$204K0.01%+16013F-HR/ATimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,640$146K0.01%-6813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,403$96.6K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC1,749$70.3K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,065$42.8K<0.01%+5613F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,008$41K<0.01%new13F-HRTimelineGroup
CX Institutional702$28K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc274$11K<0.01%013F-HRTimeline
GeoWealth Management, LLC1$40<0.01%013F-HRTimeline