OAIM — Unified Ser Tr Institutional Holders · Q3 2026
Who owns Unified Ser Tr (OAIM)? 5 institutions reported holding $37.30M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Plan A Wealth LLC ($32.5M), TrueWealth Advisors, LLC ($2.4M), First Heartland Consultants, Inc. ($1.9M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Plan A Wealth LLC | $32.5M | 680,107 | Added |
| 2 | TrueWealth Advisors, LLC | $2.4M | 51,019 | Added |
| 3 | First Heartland Consultants, Inc. | $1.9M | 40,104 | Trimmed |
| 4 | CX Institutional | $400,000 | 8,369 | Added |
| 5 | Farther Finance Advisors, LLC | $41,052 | 859 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30