OAIM UNIFIED SER TR
FollowETF (fund)
Filings received so far for Q3 2026: 5 13F filers report a position in OAIM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q3 2026
Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Plan A Wealth LLC | 680,107 | $32.5M | 11.6% | +24,853 | 13F-HRTimeline |
| TrueWealth Advisors, LLC | 51,019 | $2.44M | 0.55% | +2,174 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 40,104 | $1.92M | 0.13% | -92 | 13F-HRTimeline |
| CX Institutional | 8,369 | $400K | 0.01% | +5,601 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 859 | $41.1K | <0.01% | 0 | 13F-HRTimeline |