OASC

OneAscent Small Cap Core ETF
OASC

Overview Fund Activity

8 hedge funds and large institutions have $25.1M invested in OneAscent Small Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.

Holders
8
Holders Change
+2
Holders Change %
+33.33%
% of All Funds
0.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
1
OneAscent Financial Services
Alabama
$15.7M
2
OFO
2
OneAscent Family Office
Alabama
$437K
3
FHC
3
First Heartland Consultants
Missouri
$793K
4
OWM
4
OneAscent Wealth Management
Alabama
$990K
5
UBS Group
5
UBS Group
Switzerland
$72.2K

Top Sellers

1
AI
1
Atria Investments
North Carolina
$7.09M
Name Market Value Shares Shares
Change 		Shares
Change %
OFS
1
OneAscent Financial Services
Alabama
$15.7M 633,354 +80,777 +15%
AI
2
Atria Investments
North Carolina
$7.09M 286,961 -21,461 -7%
OWM
3
OneAscent Wealth Management
Alabama
$990K 40,109 +3,984 +11%
FHC
4
First Heartland Consultants
Missouri
$793K 32,098 +11,773 +58%
OFO
5
OneAscent Family Office
Alabama
$437K 17,645 +17,645 New
UBS Group
6
UBS Group
Switzerland
$72.2K 2,923 +2,520 +625%
IA
7
IFP Advisors
Florida
$20.6K 835 +485 +139%
EWA
8
EverSource Wealth Advisors
Alabama
$10K 406 +406 New
CFGS
9
Concourse Financial Group Securities
Alabama
– – – –