OAEM — Unified Ser Tr Institutional Holders · Q3 2026
Who owns Unified Ser Tr (OAEM)? 2 institutions reported holding $4.05M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($3.3M), Plan A Wealth LLC ($771,632).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $3.3M | 66,691 | Added |
| 2 | Plan A Wealth LLC | $771,632 | 15,681 | Added |
Source: SEC Form 13F filings · as of 2026-09-30