UNIFIED SER TR
Institutional coverage
17 13F filers hold $OASC.
13F holders
17
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
No exposure this quarterNo top-200 alpha managers currently hold $OASC. The institutional holders table below shows the broader 13F picture.
Institutional holders
Top 10 of 17 · Source: 13F-HR01
Rings Capital Management LLC
2.59% of portfolio
1,604,453 sh
02
Cerro Pacific Wealth Advisors LLC
5.73% of portfolio
581,253 sh
03
Sompo Asset Management Co., Ltd.
0.04% of portfolio
107,918 sh
04
SoundView Advisors Inc.
1.08% of portfolio
52,020 sh
05
First Heartland Consultants, Inc.
0.07% of portfolio
31,487 sh
06
AdvisorShares Investments LLC
0.07% of portfolio
30,366 sh
07
Jaffetilchin Investment Partners, LLC
—
17,156 sh
08
LMG Wealth Partners, LLC
0.48% of portfolio
16,116 sh
09
Qsemble Capital Management, LP
0.02% of portfolio
13,092 sh
10
Hm Payson & Co.
0.18% of portfolio
12,659 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $OASC in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $OASC 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 10:02 UTC.