# UNIFIED SER TR (OAEM)

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

- Reporting holders: 2
- Reported value: $4.1M
- 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/) | $3.3M | 66,691 | 0.2% | 8 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $771.6K | 15,681 | 0.3% | 8 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $4.1M |
| Q2 2026 | 32 | $116.3M |
| Q1 2026 | 28 | $76.7M |
| Q4 2025 | 27 | $66.7M |
| Q3 2025 | 27 | $59.0M |
| Q2 2025 | 25 | $56.9M |
| Q1 2025 | 24 | $44.3M |
| Q4 2024 | 23 | $80.4M |
| Q3 2024 | 19 | $86.9M |
| Q2 2024 | 21 | $80.4M |
| Q1 2024 | 20 | $76.2M |
| Q4 2023 | 16 | $102.3M |