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OASC
OneAscent Enhanced Small and Mid Cap ETF
OASC
OASC
34.61
USD
+0.13
0.38%
At close
Updated
Sep 3, 4:00 PM EDT
Pre-market
After hours
1 day
0.38%
5 days
-0.12%
1 month
0.29%
3 months
0.93%
6 months
13.14%
Year to date
17.04%
1 year
24.41%
5 years
39.84%
10 years
39.84%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
OFS
1
OneAscent Financial Services
Birmingham,
Alabama
| $24.6M | +$3.76M | +137,543 | +19% |
|
| 2 |
AI
2
Atria Investments
Charlotte,
North Carolina
| $12.1M | +$2.19M | +80,171 | +23% |
|
| 3 |
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $10.6M | +$7.83M | +286,235 | +340% |
|
| 4 |
FHC
4
First Heartland Consultants
Lake St. Louis,
Missouri
| $1.51M | -$12K | -437 | -0.8% |
|
| 5 |
OFO
5
OneAscent Family Office
Birmingham,
Alabama
| $1.08M | +$418K | +15,265 | +68% |
|
| 6 |
OIS
6
OneAscent Investment Solutions
Birmingham,
Alabama
| $404K | +$113K | +4,122 | +41% |
|
| 7 |
SB
7
Strategic Blueprint
Atlanta,
Georgia
| $342K | +$50.2K | +1,835 | +18% |
|
| 8 |
8
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $245K | +$235K | +8,591 | New |
|
| 9 |
PAW
9
Plan A Wealth
Lincoln,
Nebraska
| $209K | +$201K | +7,329 | New |
|
| 10 |
IA
10
IFP Advisors
Tampa,
Florida
| $181K | +$958 | +35 | +0.6% |
|
| 11 |
ACA
11
Aptus Capital Advisors
Fairhope,
Alabama
| $49.4K | +$2.96K | +108 | +7% |
|
| 12 |
12
UBS Group
Zurich,
Switzerland
| $4.74K | -$39.2K | -1,434 | -90% |
|