Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (OAEM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — OAEM

Based on 28 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OAEM 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 OAEM 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 — +27% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+27% 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.
🟡

Slight buying edge — 59% buying

17 buying12 selling
Last quarter: 17 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 5 → 5 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 21% new

■ 39% conviction (2yr+) ■ 39% medium ■ 21% new
Of the 28 current holders: 11 (39%) held >2 years, 11 held 1–2 years, and 6 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 — ~4 new funds/quarter

2 → 3 → 5 → 5 → 4 new funds/Q
New funds entering each quarter: 3 → 5 → 5 → 4. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 46% veterans vs 32% newcomers

■ 46% veterans ■ 21% 1-2yr ■ 32% new
Entry-cohort mix of 28 holders: 13 (46%) are 2+ year veterans, 6 entered 1–2 years ago, and 9 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
3 of 28 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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.

Institutional Sentiment Summary — OAEM

In 2026 Q1, 17 hedge funds were net buyers of OAEM (4 opened a new position, 13 added to an existing one), while 12 reduced or exited (10 trimmed, 2 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: OAEM

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

Market Analysis: OAEM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OAEM

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: OAEM
2026 Q2 Stats Unlock in 3 days 28 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 28 26 7.69%
13F Shares 2M 2M 5.14%
Total Value $78M $67M 17.3%
New Positions 4 5 -1
Increased Positions 13 12 +1
Closed Positions 2 5 -3
Reduced Positions 10 7 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OAEM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
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) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

28 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 OAEM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Wealth Management LLC 6.32% 424,946 $21.2M
2 OneAscent Financial Services LLC 2.03% 851,460 $42.5M
3 OneAscent Family Office, LLC 1.94% 76,923 $3.8M
4 OneAscent Investment Solutions LLC 0.94% 19,854 $990K
5 Patron Partners, LLC 0.74% 38,640 $1.9M
6 Plan A Wealth LLC 0.33% 15,556 $776K
7 Frontier Asset Management, LLC 0.25% 28,426 $1.4M
8 Inspire Advisors, LLC 0.19% 53,681 $2.7M
9 First Heartland Consultants, Inc. 0.14% 41,978 $2.1M
10 Atria Investments, Inc 0.05% 103,903 $5.2M
11 Global Strategic Investment Solutions, LLC 0.05% 10,405 $519K
12 Summit Wealth Group LLC / Co 0.04% 10,676 $533K
13 Old Mission Capital LLC 0.03% 43,619 $2.2M
14 Creative Financial Designs Inc /Adv 0.03% 11,705 $584K
15 RFG Advisory, LLC 0.02% 23,784 $1.2M
16 Valmark Advisers, Inc. 0.01% 21,964 $1.1M
17 EverSource Wealth Advisors, LLC 0.01% 5,932 $296K
18 IFP Advisors, Inc 0.01% 10,869 $542K
19 AdvisorNet Financial, Inc 0.00% 1,092 $54K
20 Envestnet Portfolio Solutions, Inc. 0.00% 6,591 $329K
21 Harbour Investments, INC. 0.00% 1,574 $78K
22 Envestnet Asset Management Inc 0.00% 48,790 $2.4M
23 Jane Street Group, LLC 0.00% 58,965 $2.9M
24 Aptus Capital Advisors, LLC 0.00% 501 $25K
25 Citadel Advisors LLC 0.00% 8,309 $414K
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 (OAEM)

What does the Smart Money Trend signal show for OAEM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OAEM 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 OAEM?

Slight buying edge — 59% buying: Last quarter: 17 funds bought or added vs 12 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OAEM holders?

Smaller funds dominant — 3% AUM from top-100: 3 of 28 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OAEM?

Mixed — 39% long-term, 21% new: Of the 28 current holders: 11 (39%) held >2 years, 11 held 1–2 years, and 6 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.

Full history →