UNIFIED SER TR
Institutional coverage
46 13F filers hold $OAIM.
13F holders
46
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 46 · Source: 13F-HR01
Rings Capital Management LLC
5.95% of portfolio
2,550,985 sh
02
Cerro Pacific Wealth Advisors LLC
13.59% of portfolio
954,737 sh
03
Hm Payson & Co.
13.08% of portfolio
634,179 sh
04
Taconic Capital Advisors LP
0.01% of portfolio
632,242 sh
05
Plan A Wealth LLC
12.39% of portfolio
611,968 sh
06
Sompo Asset Management Co., Ltd.
0.29% of portfolio
596,405 sh
07
SoundView Advisors Inc.
7.55% of portfolio
251,126 sh
08
Ironwood Financial, llc
0.02% of portfolio
223,198 sh
09
Marquette Asset Management, LLC
—
119,459 sh
10
Valmark Advisers, Inc.
0.05% of portfolio
97,365 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $OAIM in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $OAIM 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 10:03 UTC.