OASC
OneAscent Enhanced Small and Mid Cap ETF
OASC
OASC
12 hedge funds and large institutions have $46.5M invested in OneAscent Enhanced Small and Mid Cap ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 0 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
less ownership
Funds ownership: →
Holders
12
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$8.17M | |
| 2 | +$2.29M | |
| 3 | +$436K | |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$245K |
| 5 |
PAW
Plan A Wealth
Lincoln,
Nebraska
|
+$209K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $19.9M |
|
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|
AI
2
Atria Investments
Charlotte,
North Carolina
| $12.1M |
|
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|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $10.6M |
|
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|
FHC
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.51M |
|
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|
OFO
5
OneAscent Family Office
Birmingham,
Alabama
| $1.08M |
|
|||
|
OIS
6
OneAscent Investment Solutions
Birmingham,
Alabama
| $404K |
|
|||
|
SB
7
Strategic Blueprint
Atlanta,
Georgia
| $342K |
|
|||
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $245K |
|
|||
|
PAW
9
Plan A Wealth
Lincoln,
Nebraska
| $209K |
|
|||
|
IA
10
IFP Advisors
Tampa,
Florida
| $181K |
|
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|
ACA
11
Aptus Capital Advisors
Fairhope,
Alabama
| $49.4K |
|
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12
UBS Group
Zurich,
Switzerland
| $4.74K |
|