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Disclosery

OAIM UNIFIED SER TR

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ETF (fund)

45 managers (48 13F filers) reported a position in OAIM shares at 2026-03-31, 7,125,896 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
45
13F filers
48
New
6
Added
26
Reduced
11
Sold out
2
Shares held by filers
7,125,896

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 holding3,828,149$165M+252,250Timeline
Plan A Wealth LLC634,179$27.3M13.08%+22,21113F-HRTimeline
LPL Financial LLC632,242$27.2M0.01%+608,84213F-HRTimeline
Atria Investments, Inc596,405$25.7M0.29%-6,58713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC235,549$10.1M0.24%+229,58513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…223,198$9.68M0.02%-13,27513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC119,459$5.14M<0.01%+26,42713F-HRTimelineGroup
Valmark Advisers, Inc.99,060$4.27M0.05%+1,69513F-HRTimeline
World Investment Advisors83,880$3.61M0.06%+4,92313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC79,316$3.42M0.28%+2,37113F-HRTimelineGroup
Investment Research Partners LLC73,802$3.18M1.29%+2,34213F-HRTimeline
RFG Advisory, LLC60,642$2.61M0.05%+3,69513F-HRTimeline
PATRON PARTNERS, LLC52,313$2.25M1%+6,82813F-HRTimeline
Cambridge Investment Research Advisors,…41,965$1.81M<0.01%-12713F-HRTimeline
Frontier Asset Management, LLC41,718$1.8M0.38%-1,24113F-HRTimeline
First Heartland Consultants, Inc.40,854$1.76M0.13%-15413F-HRTimeline
TrueWealth Advisors, LLC35,976$1.55M0.39%+16,75413F-HRTimeline
Cornerstone Financial Management LLC33,578$1.45M1.33%+5,98213F-HR/ATimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…30,491$1.31M0.04%+15,29713F-HR/ATimelineGroup
Merit Financial Group, LLC26,236$1.13M0.01%+1,05313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC23,626$1.02M<0.01%+60813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,256$786K<0.01%new13F-HRTimelineGroup
Global Strategic Investment Solutions, …14,197$611K0.06%new13F-HRTimeline
Firestone Capital Management12,898$555K0.12%+1,15613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,612$543K<0.01%-9,38513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.8,645$371K0.01%+2,45113F-HRTimeline
Cetera Investment Advisers8,458$364K<0.01%+413F-HRTimeline
Dynamic Advisor Solutions LLC8,436$363K0.01%-11413F-HRTimeline
Abundance Wealth Counselors6,636$286K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,482$279K<0.01%new13F-HRTimelineGroup
Values First Advisors, Inc.5,874$253K0.13%-20913F-HRTimeline
Strategic Blueprint, LLC5,397$232K0.01%+3413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC5,347$230K<0.01%013F-HRTimeline
IFP Advisors, Inc5,151$222K<0.01%+9213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,111$213K<0.01%-2113F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV3,503$151K0.01%+25513F-HRTimeline
CX Institutional2,929$126K<0.01%-5,75713F-HRTimeline
Aptus Capital Advisors, LLC1,766$76K<0.01%+1713F-HRTimeline
CWM, LLCin group CWM, LLC546$23.5K<0.01%013F-HRTimelineGroup
MATHER GROUP, LLC.309$13.3K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.288$12.4K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc258$11.1K<0.01%-1613F-HRTimeline
Blue Trust, Inc.157$6.76K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC1$43<0.01%13F-HRTimelineGroup
GeoWealth Management, LLC1$43<0.01%013F-HRTimeline