OALC — Unified Ser Tr Institutional Holders · Q3 2026
Who owns Unified Ser Tr (OALC)? 4 institutions reported holding $9.10M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: TrueWealth Advisors, LLC ($5.7M), First Heartland Consultants, Inc. ($2.7M), CX Institutional ($402,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TrueWealth Advisors, LLC | $5.7M | 138,744 | Added |
| 2 | First Heartland Consultants, Inc. | $2.7M | 64,658 | Trimmed |
| 3 | CX Institutional | $402,000 | 9,767 | New |
| 4 | Plan A Wealth LLC | $333,934 | 8,119 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30