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OneAscent Small Cap Core ETF (OASC) Institutional Ownership

$33.62 +0.64 (+1.94%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for OneAscent Small Cap Core ETF (NYSEARCA:OASC)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$42.76M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$17.37M
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OASC Institutional Buying and Selling by Quarter

OneAscent Small Cap Core ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/11/2026 OneAscent Wealth Management LLC530,851$15.63M5.2%+43.3%22.305%
2/11/2026 OneAscent Investment Solutions LLC14,630$431K0.5%+3.3%0.615%
2/11/2026 OneAscent Financial Services LLC1,470,256$43.30M4.0%+111.3%61.775%
2/11/2026 OneAscent Family Office LLC49,766$1.47M1.0%+31.8%2.091%
2/6/2026Plan A Wealth LLC12,365$364K0.2%+68.7%0.520%
1/30/2026 Strategic Blueprint LLC12,811$377K0.0%+6.9%0.545%
1/9/2026 First Heartland Consultants Inc.31,487$927K0.1%-40.5%1.369%
11/10/2025 First Heartland Consultants Inc.52,897$1.51M0.1%-0.8%5.688%
11/6/2025Atria Investments Inc422,521$12.06M0.1%+23.4%45.432%
11/6/2025Plan A Wealth LLC7,329$209K0.1%N/A0.788%
11/4/2025 OneAscent Investment Solutions LLC14,167$404K0.4%+41.0%1.523%
10/31/2025 OneAscent Wealth Management LLC370,362$10.57M3.6%+340.2%39.824%
10/31/2025 OneAscent Financial Services LLC695,772$19.86M1.8%-3.9%74.814%
10/31/2025 OneAscent Family Office LLC37,759$1.08M0.9%+67.9%4.060%
10/23/2025 Strategic Blueprint LLC11,983$342K0.0%+18.1%0.590%
10/22/2025 OneAscent Financial Services LLC165,471$4.72M0.7%-77.1%8.151%
8/6/2025 OneAscent Wealth Management LLC84,127$2.19M0.8%+109.7%8.413%
8/6/2025 OneAscent Family Office LLC22,494$585K0.6%+27.5%2.249%
8/4/2025Atria Investments Inc342,350$8.91M0.1%+19.3%34.235%
7/30/2025 Strategic Blueprint LLC10,148$264K0.0%N/A1.015%
7/24/2025 IFP Advisors Inc6,308$164K0.0%+655.4%0.631%
5/7/2025First Heartland Consultants Inc.32,098$792K0.1%+57.9%3.891%
5/5/2025OneAscent Wealth Management LLC40,109$990K0.4%+11.0%4.862%
5/5/2025OneAscent Financial Services LLC633,354$15.70M1.0%+14.6%76.770%
5/5/2025OneAscent Family Office LLC17,645$437K0.4%N/A2.139%
2/18/2025First Heartland Consultants Inc.20,325$552K0.1%N/A2.904%
2/12/2025OneAscent Financial Services LLC552,577$15.07M1.3%N/A0.000%
2/12/2025OneAscent Wealth Management LLC36,125$982K0.4%-2.2%0.000%
2/6/2025Atria Investments Inc308,422$8.38M0.1%+54.7%0.000%
11/7/2024OneAscent Wealth Management LLC36,945$1.03M0.4%+49.2%0.000%
11/1/2024Atria Investments Inc199,328$5.53M0.1%+34.4%0.000%


OASC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OASC shares?

During the previous two years, 9 institutional investors and hedge funds held shares of OneAscent Small Cap Core ETF. The most heavily invested institutionals were OneAscent Financial Services LLC ($43.30M), OneAscent Wealth Management LLC ($15.63M), Atria Investments Inc ($12.06M), OneAscent Family Office LLC ($1.47M), First Heartland Consultants Inc. ($927K), OneAscent Investment Solutions LLC ($431K), and Strategic Blueprint LLC ($377K).Learn more on OneAscent Small Cap Core ETF's institutional investors.

Which institutional investors have been buying OneAscent Small Cap Core ETF's stock?

Of the 9 institutional investors that purchased OneAscent Small Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($1.41M), OneAscent Wealth Management LLC ($506.91K), Atria Investments Inc ($295.68K), OneAscent Family Office LLC ($49.77K), First Heartland Consultants Inc. ($32.10K), Strategic Blueprint LLC ($12.81K), and Plan A Wealth LLC ($12.37K).

How much institutional buying is happening at OneAscent Small Cap Core ETF?

Institutional investors have bought a total of 1,479,914 shares in the last 24 months. This purchase volume represents approximately $42.76M in transactions.

Which of OneAscent Small Cap Core ETF's major shareholders have been selling company stock?

The following institutional investors have sold OneAscent Small Cap Core ETF stock in the last 24 months: OneAscent Financial Services LLC ($586.16K), and First Heartland Consultants Inc. ($21.85K).

How much institutional selling is happening at OneAscent Small Cap Core ETF?

Institutional investors have sold a total of 608,004 shares in the last 24 months. This volume of shares sold represents approximately $17.37M in transactions.


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This page (NYSEARCA:OASC) was last updated on 5/5/2026 by MarketBeat.com Staff.
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