# UNIFIED SER TR (OASC)

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

- Reporting holders: 2
- Reported value: $1.4M
- 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/) | $954.8K | 28,173 | 0.1% | 8 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $487.0K | 14,369 | 0.2% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 2 | $1.4M |
| Q2 2026 | 15 | $90.8M |
| Q1 2026 | 15 | $73.2M |
| Q4 2025 | 15 | $67.2M |
| Q3 2025 | 12 | $51.2M |
| Q2 2025 | 10 | $32.8M |
| Q1 2025 | 8 | $25.1M |
| Q4 2024 | 6 | $25.0M |
| Q3 2024 | 4 | $6.6M |
| Q2 2024 | 3 | $9.1M |