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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
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
42% more capital invested
Capital invested by funds: $32.8M → $46.5M (+$13.7M)
20% more funds holding
Funds holding: 10 → 12 (+2)
33.42% less ownership
Funds ownership: 132.18% → 98.76% (-33%)
Holders
12
Holders Change
+2
Holders Change %
+20%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
7
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$764K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$39.2K |
| 3 |
FHC
First Heartland Consultants
Lake St. Louis,
Missouri
|
-$12K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $19.9M | -$764K | -27,928 | -4% |
|
|
AI
2
Atria Investments
Charlotte,
North Carolina
| $12.1M | +$2.19M | +80,171 | +23% |
|
|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $10.6M | +$7.83M | +286,235 | +340% |
|
|
FHC
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.51M | -$12K | -437 | -0.8% |
|
|
OFO
5
OneAscent Family Office
Birmingham,
Alabama
| $1.08M | +$418K | +15,265 | +68% |
|
|
OIS
6
OneAscent Investment Solutions
Birmingham,
Alabama
| $404K | +$113K | +4,122 | +41% |
|
|
SB
7
Strategic Blueprint
Atlanta,
Georgia
| $342K | +$50.2K | +1,835 | +18% |
|
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $245K | +$235K | +8,591 | New |
|
|
PAW
9
Plan A Wealth
Lincoln,
Nebraska
| $209K | +$201K | +7,329 | New |
|
|
IA
10
IFP Advisors
Tampa,
Florida
| $181K | +$958 | +35 | +0.6% |
|
|
ACA
11
Aptus Capital Advisors
Fairhope,
Alabama
| $49.4K | +$2.96K | +108 | +7% |
|
|
12
UBS Group
Zurich,
Switzerland
| $4.74K | -$39.2K | -1,434 | -90% |
|