UNIFIED SER TR
Institutional coverage
29 13F filers hold $OACP.
13F holders
29
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 29 · Source: 13F-HR01
Rings Capital Management LLC
6.80% of portfolio
5,524,960 sh
02
Cerro Pacific Wealth Advisors LLC
19.24% of portfolio
2,561,902 sh
03
Sompo Asset Management Co., Ltd.
0.18% of portfolio
690,717 sh
04
SoundView Advisors Inc.
6.60% of portfolio
415,648 sh
05
WFA of San Diego, LLC
1.77% of portfolio
176,434 sh
06
LMG Wealth Partners, LLC
2.83% of portfolio
124,408 sh
07
Sofinnova Investments, Inc.
0.05% of portfolio
114,356 sh
08
Marquette Asset Management, LLC
—
86,793 sh
09
AdvisorShares Investments LLC
0.15% of portfolio
84,003 sh
10
Jaffetilchin Investment Partners, LLC
—
82,401 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $OACP in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $OACP in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:09 UTC.