UNIFIED SER TR (OALC): Ownership & Insider Activity
Hedge funds and institutional managers reporting a position in OALC. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
2
13F filers
Aggregate Value
$729K
Across holders
Last Price
$41.77
2026-09-04
Sector
—
GICS
Quarterly fund activity1 increased0 reduced0 exited
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC CIK 0001167557 | Hedge Fund | 11K | $434K | 59.6% | 0.0% | Added | — | Q2 2026 |
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 7K | $294K | 40.4% | 0.0% | Unchanged | +$0 | Q2 2026 |
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