OAIM UNIFIED SER TR: institutional ownership and insider trading
53 funds reported holding $342M of UNIFIED SER TR in their latest 13F filings; in Q2 2026 funds net sold $4.71M, with 9 new positions and 6 funds selling out.
Famous investors holding OAIM
- Ken Griffin (Citadel Advisors): $265K, 0.0% of the portfolio
Largest institutional holders of OAIM
- OneAscent Financial Services LLC — $127M
- OneAscent Wealth Management LLC — $49.1M
- LPL Financial LLC — $32.9M
- Plan A Wealth LLC — $32.5M
- Atria Investments, Inc — $15.9M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC — $15.1M
- OneAscent Family Office, LLC — $12.1M
- ENVESTNET ASSET MANAGEMENT INC — $7.11M
- Valmark Advisers, Inc. — $5.21M
- Inspire Advisors, LLC — $3.75M