Who owns OASC?
OneAscent Enhanced Small and Mid Cap ETF · OneAscent
14 institutions reported holding OASC, worth $90.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OASC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| OneAscent Financial Services LLC | Birmingham, AL | $61.3M | 1,706,630 | +102,177 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $18.7M | 519,509 | −61,744 shares |
| Atria Investments, Inc | Charlotte, NC | $4.3M | 120,899 | +12,981 shares |
| OneAscent Family Office, LLC | Birmingham, AL | $1.4M | 39,518 | −12,502 shares |
| First Heartland Consultants, Inc. | Lake St. Louis, MO | $1.0M | 27,912 | −2,454 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $752K | 20,912 | +3,756 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $661K | 18,396 | +6,805 shares |
| OneAscent Investment Solutions LLC | Birmingham, AL | $567K | 15,774 | −342 shares |
| Plan A Wealth LLC | Lincoln, NE | $519K | 14,438 | +1,779 shares |
| Strategic Blueprint, LLC | Atlanta, GA | $458K | 12,732 | −360 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OASC?
14 institutional managers reported holding OASC in Form 13F filings for June 30, 2026, worth $90.1M in total. The largest reported position was held by OneAscent Financial Services LLC, at $61.3M.
Did institutions buy or sell OASC last quarter?
Reported 13F value rose 23.0% from March 31, 2026, which includes price moves as well as buying and selling. 0 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OASC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.