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OASC

OneAscent Enhanced Small and Mid Cap ETF
OASC

15 hedge funds and large institutions have $73.2M invested in OneAscent Enhanced Small and Mid Cap ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

9% more capital invested

Capital invested by funds: $67.2M → $73.2M (+$6.03M)

1.04% more ownership

Funds ownership: 100.23% → 101.27% (+1%)

0% more funds holding

Funds holding: 15 → 15 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
15
Holders Change
–
Holders Change %
0%
% of All Funds
0.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
9
Reduced
3
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OFS
OneAscent Financial Services
Alabama
+$4.07M
2
OWM
OneAscent Wealth Management
Alabama
+$1.53M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$351K
4
AI
Atria Investments
North Carolina
+$147K
5
OFO
OneAscent Family Office
Alabama
+$68.3K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$531K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$290K
3
FHC
First Heartland Consultants
Missouri
-$34K
4
KAS
Kestra Advisory Services
Texas
-$20.9K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$11.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$47.8M +$4.07M +134,197 +9%
OWM
2
OneAscent Wealth Management
Alabama
$17.3M +$1.53M +50,402 +9%
AI
3
Atria Investments
North Carolina
$3.22M +$147K +4,847 +5%
OFO
4
OneAscent Family Office
Alabama
$1.55M +$68.3K +2,254 +5%
FHC
5
First Heartland Consultants
Missouri
$905K -$34K -1,121 -4%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$511K -$11.9K -394 -2%
OIS
7
OneAscent Investment Solutions
Alabama
$480K +$45.1K +1,486 +10%
SB
8
Strategic Blueprint
Georgia
$390K +$8.52K +281 +2%
PAW
9
Plan A Wealth
Nebraska
$377K +$8.91K +294 +2%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$345K +$351K +11,591 New
IA
11
IFP Advisors
Florida
$181K -$4.12K -136 -2%
ACA
12
Aptus Capital Advisors
Alabama
$54.9K +$303 +10 +0.5%
VFA
13
Values First Advisors
Tennessee
$24.7K +$121 +4 +0.5%
Osaic Holdings
14
Osaic Holdings
Arizona
$9.42K +$9.58K +316 New
BTI
15
Blue Trust Inc
Georgia
$5.39K +$5.49K +181 New
FTUS
16
Flow Traders U.S.
New York
– -$531K -18,019 Closed
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
– -$290K -9,841 Closed
KAS
18
Kestra Advisory Services
Texas
– -$20.9K -708 Closed

OASC Hedge Fund Activity: Q1 2026 in Review

15 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in OneAscent Enhanced Small and Mid Cap ETF (OASC) for Q1 2026, worth a combined $73.2M — up 9% from $67.2M a quarter earlier.

Fund positioning in OASC was balanced in Q1 2026: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 3 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $4.07M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $531K sold.

  • 15 institutional investors held OneAscent Enhanced Small and Mid Cap ETF (OASC) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $73.2M of OneAscent Enhanced Small and Mid Cap ETF stock for Q1 2026, up 9% quarter-over-quarter.
  • 3 funds opened new OneAscent Enhanced Small and Mid Cap ETF positions in Q1 2026 and 3 closed out, a net change of 0 holders.
  • The largest OneAscent Enhanced Small and Mid Cap ETF buyer in Q1 2026 was OneAscent Financial Services, an estimated $4.07M added.
  • The largest OneAscent Enhanced Small and Mid Cap ETF seller in Q1 2026 was Flow Traders U.S., an estimated $531K sold.

Based on aggregated 13F filings for Q1 2026.