Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UNIFIED SER TR (OACP)

28 + Investors. Track Smart Money conviction in OACP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
87%

Smart Money Signals — OACP

Based on 28 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added OACP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
28 hedge funds hold OACP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +87% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+87% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 87% buying

26 buying4 selling
Last quarter: 26 funds were net buyers (8 opened a brand new position + 18 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 7 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 29% long-term, 46% new

■ 29% conviction (2yr+) ■ 25% medium ■ 46% new
Of the 28 current holders: 8 (29%) held >2 years, 7 held 1–2 years, and 13 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~8 new funds/quarter

7 → 3 → 5 → 7 → 8 new funds/Q
New funds entering each quarter: 3 → 5 → 7 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 64% of holders entered in last year

■ 32% veterans ■ 4% 1-2yr ■ 64% new
Of 28 current holders: 18 (64%) entered in the past year, only 9 (32%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
5 of 28 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: OACP

How many hedge funds hold OACP — quarterly history vs. share price
Quarterly hedge fund ownership of OACP vs. share price

Market Analysis: OACP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OACP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 2 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: OACP
2026 Q1 Stats Unlock in 10 days 28 + Investors

Track Smart Money conviction in OACP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 28 22 27.27%
13F Shares 9M 6M 60.46%
Total Value $212M $132M 60.21%
New Positions 8 7 +1
Increased Positions 18 8 +10
Closed Positions 2 5 -3
Reduced Positions 2 7 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OACP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OACP. Verified SEC 13F-HR filings.

Top 19 institutional holders of OACP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Wealth Management LLC 19.24% 2,561,902 $58.2M
2 OneAscent Financial Services LLC 6.80% 5,524,960 $125.5M
3 OneAscent Family Office, LLC 6.60% 415,648 $9.4M
4 OneAscent Investment Solutions LLC 2.83% 124,408 $2.8M
5 PATRON PARTNERS, LLC 1.77% 176,434 $4.0M
6 Atria Investments, Inc 0.18% 690,717 $15.7M
7 First Heartland Consultants, Inc. 0.15% 84,003 $1.9M
8 RFG Advisory, LLC 0.05% 114,356 $2.6M
9 Dynamic Advisor Solutions LLC 0.04% 62,439 $1.4M
10 Strategic Blueprint, LLC 0.03% 20,515 $466K
11 IFP Advisors, Inc 0.02% 32,724 $743K
12 Merit Financial Group, LLC 0.01% 37,000 $841K
13 Cambridge Investment Research Advisors, Inc. 0.00% 82,401 $2K
14 SHP Wealth Management 0.00% 2,680 $61K
15 Clarity Asset Management, Inc. 0.00% 253 $6K
16 ENVESTNET ASSET MANAGEMENT INC 0.00% 86,793 $2.0M
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% 10,733 $245K
18 LPL Financial LLC 0.00% 18,383 $418K
19 Blue Trust, Inc. 0.00% 196 $4K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UNIFIED SER TR (OACP)

What does the Smart Money Trend signal show for OACP?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added OACP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OACP?

More buyers than sellers — 87% buying: Last quarter: 26 funds were net buyers (8 opened a brand new position + 18 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OACP holders?

Smaller funds dominant — 1% AUM from top-100: 5 of 28 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OACP?

Mixed — 29% long-term, 46% new: Of the 28 current holders: 8 (29%) held >2 years, 7 held 1–2 years, and 13 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.