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Disclosery

OAIM UNIFIED SER TR

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ETF (fund)

40 managers (43 13F filers) reported a position in OAIM shares at 2025-12-31, 5,925,650 shares in all. 2 filers opened a position and 5 filers sold out during the quarter.

Managers
40
13F filers
43
New
2
Added
20
Reduced
17
Sold out
5
Shares held by filers
5,925,650

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 4 filers holding3,575,899$148M+997,429Timeline
Plan A Wealth LLC611,968$25.3M12.39%+24,08813F-HRTimeline
Atria Investments, Inc602,992$25M0.28%-410,37513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…236,473$10M0.01%new13F-HRTimeline
Valmark Advisers, Inc.97,365$4.03M0.05%+21,10413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,032$3.85M<0.01%+24,74713F-HRTimelineGroup
World Investment Advisors78,957$3.27M0.05%+9,09713F-HR/ATimeline
Inspire Advisors, LLCin group Inspire Investing, LLC76,945$3.18M0.29%+17,15813F-HRTimelineGroup
Investment Research Partners LLC71,460$2.96M1.27%-52013F-HRTimeline
RFG Advisory, LLC56,947$2.36M0.04%+3,57013F-HRTimeline
PATRON PARTNERS, LLC45,485$1.88M0.84%-31913F-HRTimeline
Frontier Asset Management, LLC42,959$1.78M0.41%-1,19513F-HRTimeline
Cambridge Investment Research Advisors,…42,092$1.74M<0.01%+2,16013F-HRTimeline
First Heartland Consultants, Inc.41,008$1.7M0.13%+2,23613F-HRTimeline
Cornerstone Financial Management LLC27,596$1.14M1.07%13F-HR/ATimeline
Merit Financial Group, LLC25,183$1.04M0.01%+2,83913F-HRTimeline
LPL Financial LLC23,400$969K<0.01%-15,13513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,018$953K<0.01%+86913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,997$910K<0.01%-67,16013F-HRTimelineGroup
TrueWealth Advisors, LLC19,222$796K0.21%+28413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…15,194$629K0.02%+14,12913F-HRTimelineGroup
Firestone Capital Management11,742$486K0.1%+1,20013F-HRTimeline
CX Institutional8,686$360K0.01%+7,98413F-HRTimeline
Dynamic Advisor Solutions LLC8,550$354K0.01%-1,53613F-HRTimeline
Cetera Investment Advisers8,454$350K<0.01%-43713F-HRTimeline
Abundance Wealth Counselors6,636$275K0.05%+24313F-HRTimeline
HARBOUR INVESTMENTS, INC.6,194$256K0.01%-25,78013F-HRTimeline
Values First Advisors, Inc.6,083$252K0.13%+63913F-HRTimeline
Foundations Investment Advisors, LLC6,014$249K<0.01%-2813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,964$247K0.01%-208,02413F-HRTimelineGroup
Strategic Blueprint, LLC5,363$222K0.01%-1313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,347$221K<0.01%-45913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,132$212K<0.01%-22113F-HRTimelineGroup
IFP Advisors, Inc5,059$209K<0.01%-313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,248$134K0.01%-39213F-HRTimeline
Aptus Capital Advisors, LLC1,749$72.4K<0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,416$58.6K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC546$23K<0.01%-46213F-HRTimelineGroup
AdvisorNet Financial, Inc274$11.3K<0.01%013F-HRTimeline
GeoWealth Management, LLC1$41<0.01%013F-HRTimeline