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.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
3.06% less ownership
Funds ownership: 135.24% → 132.18% (-3.1%)
Holders
10
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.37M | |
| 2 | +$1.44M | |
| 3 | +$1.15M | |
| 4 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
+$553K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$264K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $19M |
|
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|
AI
2
Atria Investments
Charlotte,
North Carolina
| $8.91M |
|
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|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $2.19M |
|
|||
|
FHC
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.39M |
|
|||
|
OFO
5
OneAscent Family Office
Birmingham,
Alabama
| $585K |
|
|||
|
SB
6
Strategic Blueprint
Atlanta,
Georgia
| $264K |
|
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|
OIS
7
OneAscent Investment Solutions
Birmingham,
Alabama
| $261K |
|
|||
|
IA
8
IFP Advisors
Tampa,
Florida
| $164K |
|
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|
ACA
9
Aptus Capital Advisors
Fairhope,
Alabama
| $42.2K |
|
|||
10
UBS Group
Zurich,
Switzerland
| $41.6K |
|
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|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| – |
|