Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (OALC)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
70%

Smart Money Signals — OALC

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

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
28 hedge funds hold OALC 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 — +40% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+40% 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 — 70% buying

21 buying9 selling
Last quarter: 21 funds were net buyers (3 opened a brand new position + 18 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

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

Mixed — 29% long-term, 25% new

■ 29% conviction (2yr+) ■ 46% medium ■ 25% new
Of the 28 current holders: 8 (29%) held >2 years, 13 held 1–2 years, and 7 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.
📊

Peak discovery — momentum slowing

6 → 4 → 5 → 4 → 3 new funds/Q
New funds entering each quarter: 4 → 5 → 4 → 3. OALC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 32% veterans, 46% new entrants

■ 32% veterans ■ 21% 1-2yr ■ 46% new
Of 28 current holders: 9 (32%) held 2+ years, 6 held 1–2 years, 13 (46%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 6% AUM from top-100

6% from top-100 AUM funds
5 of 28 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — 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.

Institutional Sentiment Summary — OALC

In 2026 Q1, 21 hedge funds were net buyers of OALC (3 opened a new position, 18 added to an existing one), while 9 reduced or exited (6 trimmed, 3 sold completely) — a 70% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 28.

Hedge Fund Ownership: OALC

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

Market Analysis: OALC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OALC

-- --

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

Is It Too Late to Buy Unified Ser Tr (OALC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OALC has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 87d ago
OALC
+17.0%
SPY
+13.0%

OALC outperformed SPY by +4.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 42d ago
OALC
+1.4%
SPY
-0.5%

Since the filing became public, OALC outperformed SPY by +1.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
1.6
/ 10
conviction
Hedge Fund Positioning: OALC
27 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 27 28 -3.57%
13F Shares 5M 5M 8.74%
Total Value $179M $173M 3.45%
New Positions 3 4 -1
Increased Positions 18 14 +4
Closed Positions 4 2 +2
Reduced Positions 5 8 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OALC

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Financial Highlights

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Institutional Holders (2026 Q1)

27 + investors

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

QUARTER:
Top 25 OALC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Wealth Management LLC 13.24% 1,168,065 $40.0M
2 OneAscent Financial Services LLC 5.26% 2,835,799 $97.2M
3 OneAscent Family Office, LLC 2.82% 117,615 $4.0M
4 Patron Partners, LLC 1.96% 129,178 $4.4M
5 TrueWealth Advisors, LLC 1.01% 116,784 $4.0M
6 OneAscent Investment Solutions LLC 0.84% 24,604 $843K
7 First Heartland Consultants, Inc. 0.18% 66,659 $2.3M
8 Plan A Wealth LLC 0.13% 8,188 $281K
9 Values First Advisors, Inc. 0.13% 7,215 $247K
10 Atria Investments, Inc 0.12% 302,883 $10.4M
11 Security Financial Services, INC. 0.07% 12,828 $440K
12 RFG Advisory, LLC 0.05% 83,994 $2.9M
13 Dynamic Advisor Solutions LLC 0.02% 15,889 $545K
14 Clarity Asset Management, Inc. 0.01% 691 $24K
15 SHP Wealth Management 0.01% 4,450 $153K
16 IFP Advisors, Inc 0.01% 13,419 $460K
17 Equitable Holdings, Inc. 0.00% 8,235 $292K
18 Kestra Advisory Services, LLC 0.00% 12,982 $445K
19 Jones Financial Companies Lllp 0.00% 72,105 $2.4M
20 Envestnet Asset Management Inc 0.00% 109,792 $3.8M
21 Aptus Capital Advisors, LLC 0.00% 2,893 $99K
22 LPL Financial LLC 0.00% 75,086 $2.6M
23 Rockefeller Capital Management L.P. 0.00% 7,173 $246K
24 EverSource Wealth Advisors, LLC 0.00% 365 $9K
25 Blue Trust, Inc. 0.00% 276 $9K
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 (OALC)

What does the Smart Money Trend signal show for OALC?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for OALC?

More buyers than sellers — 70% buying: Last quarter: 21 funds were net buyers (3 opened a brand new position + 18 added to an existing one). Only 9 were sellers (6 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OALC holders?

Smaller funds dominant — 6% AUM from top-100: 5 of 28 holders rank in the top 100 by AUM, but together hold only 6% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OALC?

Mixed — 29% long-term, 25% new: Of the 28 current holders: 8 (29%) held >2 years, 13 held 1–2 years, and 7 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.

Is it too late to buy Unified Ser Tr (OALC) following the 2026 Q1 hedge fund 13F filings?

As of today, OALC has moved +1.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of +1.9%. Since the quarter end (March 31, 2026), OALC has gained +17.0% vs +13.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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