# UNIFIED SER TR (OACP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/OACP/

- Reporting holders: 3
- Reported value: $4.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $4.1M | 189,969 | 0.3% | 8 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $408.2K | 18,866 | 0.1% | 8 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $168 | 7,754 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 3 | $4.5M |
| Q2 2026 | 29 | $258.9M |
| Q1 2026 | 28 | $231.3M |
| Q4 2025 | 28 | $212.3M |
| Q3 2025 | 22 | $199.8M |
| Q2 2025 | 21 | $219.7M |
| Q1 2025 | 19 | $194.4M |
| Q4 2024 | 18 | $276.3M |
| Q3 2024 | 10 | $190.7M |
| Q2 2024 | 11 | $259.1M |
| Q1 2024 | 9 | $264.7M |
| Q4 2023 | 10 | $244.5M |