# UNIFIED SER TR (OAIM)

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

- Reporting holders: 4
- Reported value: $36.9M
- 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 |
|---|---|---|---|---|
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $32.5M | 680,107 | 11.6% | 8 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $2.4M | 51,019 | 0.5% | 7 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $1.9M | 40,104 | 0.1% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $41.1K | 859 | 0.0% | 2 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $400 | 8,369 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $36.9M |
| Q2 2026 | 53 | $349.0M |
| Q1 2026 | 48 | $308.3M |
| Q4 2025 | 43 | $246.6M |
| Q3 2025 | 45 | $238.6M |
| Q2 2025 | 36 | $238.6M |
| Q1 2025 | 29 | $180.9M |
| Q4 2024 | 24 | $196.2M |
| Q3 2024 | 20 | $128.0M |
| Q2 2024 | 19 | $177.7M |
| Q1 2024 | 14 | $184.8M |
| Q4 2023 | 13 | $153.9M |