# UNIFIED SER TR (OALC)

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

- Reporting holders: 4
- Reported value: $8.7M
- 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 |
|---|---|---|---|---|
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $5.7M | 138,744 | 1.3% | 9 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $2.7M | 64,658 | 0.2% | 7 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $333.9K | 8,119 | 0.1% | 5 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $402 | 9,767 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $8.7M |
| Q2 2026 | 30 | $230.2M |
| Q1 2026 | 29 | $182.1M |
| Q4 2025 | 28 | $172.9M |
| Q3 2025 | 26 | $154.5M |
| Q2 2025 | 23 | $158.6M |
| Q1 2025 | 20 | $131.9M |
| Q4 2024 | 17 | $181.2M |
| Q3 2024 | 13 | $109.0M |
| Q2 2024 | 11 | $167.1M |
| Q1 2024 | 8 | $162.7M |
| Q4 2023 | 11 | $119.3M |