OAIM · Insider trading · 13F holders · Congress trades
Unified Ser Tr (OAIM)
Who is buying and selling OAIM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 12
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
OAIM at a glance
- No open-market insider purchases or sales of OAIM were filed in the last 90 days.
- 12 13F filers hold OAIM among their 50 largest positions, worth $240.8M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (14.6%), Plan A Wealth LLC (11.6%) and OneAscent Family Office, LLC (6.1%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
- No member of Congress has disclosed a trade in OAIM.
OAIM insider trading
No open-market insider purchases or sales of OAIM were filed in the last 90 days.
Who owns OAIM? Hedge funds and superinvestors
12 13F filers hold OAIM among their 50 largest positions, worth $240.8M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (14.6%), Plan A Wealth LLC (11.6%) and OneAscent Family Office, LLC (6.1%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| OneAscent Financial Services LLCWealth manager | 6.1% | $127.3M | 2,662,525 | +4.4% shares | Q2 2026 |
| OneAscent Wealth Management LLCWealth manager | 14.6% | $49.1M | 1,026,961 | +7.6% shares | Q2 2026 |
| Plan A Wealth LLCWealth manager | 11.6% | $32.5M | 680,107 | +3.8% shares | Q3 2026 |
| OneAscent Family Office, LLCInstitutional asset manager | 6.1% | $12.1M | 252,565 | +0.6% shares | Q2 2026 |
| Inspire Advisors, LLCWealth manager | 0.3% | $3.7M | 78,363 | -1.2% shares | Q2 2026 |
| Investment Research Partners LLCInstitutional asset manager | 1.2% | $3.5M | 74,044 | +1.3% shares | Q3 2026 |
| OneAscent Investment Solutions LLCMutual fund manager | 2.8% | $3.0M | 61,820 | -13.3% shares | Q2 2026 |
| Patron Partners, LLCWealth manager | 1.1% | $2.7M | 57,085 | +9.1% shares | Q2 2026 |
| TrueWealth Advisors, LLCWealth manager | 0.5% | $2.4M | 51,019 | +4.5% shares | Q3 2026 |
| Cornerstone Financial Management LLCWealth manager | 1.6% | $2.0M | 41,087 | +22.4% shares | Q2 2026 |
| Frontier Asset Management, LLCInstitutional asset manager | 0.4% | $2.0M | 41,017 | +0.8% shares | Q3 2026 |
| TrustWell Financial Advisors, LLCWealth manager | 0.4% | $428K | 8,947 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 5, Q2 2026: 7). Screen OAIM in the grand portfolio →
OAIM stock trades by members of Congress
No member of Congress has disclosed a trade in OAIM.
OAIM questions and answers
Are insiders buying OAIM stock?
No open-market insider purchases or sales of OAIM were filed in the last 90 days.
Which hedge funds own OAIM?
12 13F filers hold OAIM among their 50 largest positions, worth $240.8M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (14.6%), Plan A Wealth LLC (11.6%) and OneAscent Family Office, LLC (6.1%). In their latest 13Fs, 0 managers opened a new position and 3 added to one.
Has Congress traded OAIM?
No member of Congress has disclosed a trade in OAIM.
Who is the largest holder of OAIM?
Among 13F filers, OneAscent Financial Services LLC reports the largest OAIM position, $127.3M (2,662,525 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is OneAscent Wealth Management LLC's: 14.6% of its portfolio.
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