UNIFIED SER TR
Institutional coverage
27 13F filers hold $OALC.
13F holders
27
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 27 · Source: 13F-HR01
Rings Capital Management LLC
5.26% of portfolio
2,835,799 sh
02
Cerro Pacific Wealth Advisors LLC
13.24% of portfolio
1,168,065 sh
03
Sompo Asset Management Co., Ltd.
0.12% of portfolio
302,883 sh
04
WFA of San Diego, LLC
1.96% of portfolio
129,178 sh
05
SoundView Advisors Inc.
2.82% of portfolio
117,615 sh
06
Davidson Capital Management Inc.
1.01% of portfolio
116,784 sh
07
Marquette Asset Management, LLC
—
109,792 sh
08
Sofinnova Investments, Inc.
0.05% of portfolio
83,994 sh
09
Jaffetilchin Investment Partners, LLC
0.01% of portfolio
83,584 sh
10
Taconic Capital Advisors LP
—
75,086 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $OALC in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $OALC 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 10:07 UTC.