UNIFIED SER TR
Institutional coverage
30 13F filers hold $OAEM.
13F holders
30
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 30 · Source: 13F-HR01
Rings Capital Management LLC
1.92% of portfolio
880,963 sh
02
Cerro Pacific Wealth Advisors LLC
5.98% of portfolio
448,430 sh
03
Sompo Asset Management Co., Ltd.
0.04% of portfolio
93,449 sh
04
SoundView Advisors Inc.
2.26% of portfolio
80,190 sh
05
Aldebaran Capital, LLC
0.03% of portfolio
46,874 sh
06
Ballast Advisors LLC
0.14% of portfolio
41,302 sh
07
Marquette Asset Management, LLC
—
40,214 sh
08
First Heartland Consultants, Inc.
0.11% of portfolio
38,791 sh
09
AdvisorShares Investments LLC
0.12% of portfolio
37,961 sh
10
WFA of San Diego, LLC
0.64% of portfolio
35,818 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $OAEM in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $OAEM 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 10:06 UTC.