OACP — Unified Ser Tr Institutional Holders · Q3 2026
Who owns Unified Ser Tr (OACP)? 3 institutions reported holding $4.69M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Heartland Consultants, Inc. ($4.1M), Plan A Wealth LLC ($408,151), CX Institutional ($168,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | First Heartland Consultants, Inc. | $4.1M | 189,969 | Added |
| 2 | Plan A Wealth LLC | $408,151 | 18,866 | Added |
| 3 | CX Institutional | $168,000 | 7,754 | New |
Source: SEC Form 13F filings · as of 2026-09-30