UNIFIED SERIES TRUST - OAIM

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

Powered by TradingView

Quarter snapshot

Latest / Compare
Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$335.6M
QoQ value delta ($000)
+$28.69M (+9.35%)
Implied price effect (QoQ)
+10.87%
Shares
Total shares
7,027,995
QoQ shares delta
-97,901 (-1.37%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (OAIM)

Powered by TradingView
Interactive chart by TradingView.

Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 51 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
OneAscent Financial Services LLC 127,348 2,662,525 6.09%
OneAscent Wealth Management LLC 49,119 1,026,961 14.64%
LPL Financial LLC 32,866 687,156 0.01%
Plan A Wealth LLC 31,340 655,254 13.33%
Atria Investments, Inc 14,393 300,933 0.14%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12,928 273,671 0.02%
OneAscent Family Office, LLC 12,080 252,565 6.1%
ENVESTNET ASSET MANAGEMENT INC 7,112 148,713 0.0%
Valmark Advisers, Inc. 5,206 108,855 0.06%
Inspire Advisors, LLC 3,748 78,363 0.26%
World Investment Advisors 3,611 83,880 0.06%
Investment Research Partners LLC 3,494 73,058 1.18%
RFG Advisory, LLC 2,982 62,356 0.05%
OneAscent Investment Solutions LLC 2,956 61,820 2.8%
PATRON PARTNERS, LLC 2,730 57,085 1.05%
TrueWealth Advisors, LLC 2,336 48,845 0.53%
Cambridge Investment Research Advisors, Inc. 2,247 46,970 0.01%
EverSource Wealth Advisors, LLC 2,041 42,692 0.07%
Cornerstone Financial Management LLC 1,965 41,087 1.58%
Frontier Asset Management, LLC 1,947 40,709 0.35%
First Heartland Consultants, Inc. 1,922 40,196 0.12%
COMMONWEALTH EQUITY SERVICES, LLC 1,584 33,128 0.0%
Merit Financial Group, LLC 1,503 31,435 0.01%
Global Strategic Investment Solutions, LLC 1,205 25,198 0.11%
Kestra Advisory Services, LLC 1,104 23,086 0.0%