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
Institutional Holders of OALC
2 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
Hedge Fund11K$434K59.6%0.0%AddedQ2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund7K$294K40.4%0.0%Unchanged+$0Q2 2026
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