OASC
OneAscent Small Cap Core ETF
OASC
OASC
10 hedge funds and large institutions have $32.8M invested in OneAscent Small Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 1 closing their positions.
Holders
10
Holders Change
+2
Holders Change %
+25%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$41.6K |
| 2 |
EWA
2
EverSource Wealth Advisors
Birmingham,
Alabama
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $19M | 723,700 | +90,346 | +14% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $8.91M | 342,350 | +55,389 | +19% |
|
|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $2.19M | 84,127 | +44,018 | +110% |
|
|
FHC
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.39M | 53,334 | +21,236 | +66% |
|
|
OFO
5
OneAscent Family Office
Birmingham,
Alabama
| $585K | 22,494 | +4,849 | +27% |
|
|
SB
6
Strategic Blueprint
Atlanta,
Georgia
| $264K | 10,148 | +10,148 | New |
|
|
OIS
7
OneAscent Investment Solutions
Birmingham,
Alabama
| $261K | 10,045 | +10,045 | New |
|
|
IA
8
IFP Advisors
Tampa,
Florida
| $164K | 6,308 | +5,473 | +655% |
|
|
ACA
9
Aptus Capital Advisors
Fairhope,
Alabama
| $42.2K | 1,621 | +1,621 | New |
|
|
10
UBS Group
Zurich,
Switzerland
| $41.6K | 1,600 | -1,323 | -45% |
|
|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| – | – | -406 | Closed |
|