OASC — Unified Ser Tr Institutional Holders · Q3 2026
Who owns Unified Ser Tr (OASC)? 2 institutions reported holding $1.44M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($954,783), Plan A Wealth LLC ($486,965).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $954,783 | 28,173 | Added |
| 2 | Plan A Wealth LLC | $486,965 | 14,369 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30