Who Owns OneAscent Small Cap Core ETF (OASC)?Hedge Fund & Institutional Holders
Institutional Holders
15
as of Q4 2025
Total Institutional Value
$4.30001563330001e+28T
% of Float Held
—
QoQ Change in Holders
+10 / -1
Price History
OASC — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| OneAscent Financial Services LLC | New Position | +1.5M | +$43.0M |
| OneAscent Wealth Management LLC | New Position | +531K | +$15.6M |
| OneAscent Family Office, LLC | New Position | +50K | +$1.0M |
| OneAscent Investment Solutions LLC | New Position | +15K | +$430K |
| Strategic Blueprint, LLC | New Position | +13K | +$377K |
| Plan A Wealth LLC | New Position | +12K | +$364K |
| Values First Advisors, Inc. | New Position | +825 | +$24K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New Position | +10K | +$0 |
| FLOW TRADERS U.S. LLC | New Position | +18K | +$0 |
| Kestra Advisory Services, LLC | New Position | +708 | +$0 |
| Cambridge Investment Research Advisors, Inc. | Increased | +9K | +$-245K |
| Aptus Capital Advisors, LLC | Increased | +104 | +$-49.4M |
OASC — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Atria Investments, Inc | Decreased | -319K | -$12.1B |
| First Heartland Consultants, Inc. | Decreased | -21K | -$1.5B |
| IFP Advisors, Inc | Decreased | -119 | -$181.1M |
| UBS Group AG | Closed Position | -166 | -$4.7M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | 1,470,256 | $43.0M | 3.96% | Share |
| 2 | OneAscent Wealth Management LLC | 530,851 | $15.6M | 5.20% | Share |
| 3 | Atria Investments, Inc | 103,071 | $3.0M | 0.03% | Share |
| 4 | OneAscent Family Office, LLC | 49,766 | $1.0M | 0.68% | Share |
| 5 | First Heartland Consultants, Inc. | 31,487 | $927K | 0.07% | Share |
| 6 | OneAscent Investment Solutions LLC | 14,630 | $430K | 0.46% | Share |
| 7 | Strategic Blueprint, LLC | 12,811 | $377K | 0.02% | Share |
| 8 | Plan A Wealth LLC | 12,365 | $364K | 0.18% | Share |
| 9 | Values First Advisors, Inc. | 825 | $24K | 0.01% | Share |
| 10 | FLOW TRADERS U.S. LLC | 18,019 | $0 | 0.00% | Share |
| 11 | IFP Advisors, Inc | 6,224 | $0 | 0.00% | Share |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,841 | $0 | 0.00% | Share |
| 13 | Aptus Capital Advisors, LLC | 1,833 | $0 | 0.00% | Share |
| 14 | Kestra Advisory Services, LLC | 708 | $0 | 0.00% | Share |
| 15 | Cambridge Investment Research Advisors, Inc. | 17,550 | $0 | 0.00% | Share |
OASC Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 15 | $64.8M | +9 |
| Q3 2025 | 6 | $13.8B | -5 |
| Q2 2025 | 11 | $10.8B | +3 |
| Q1 2025 | 8 | $8.0B | +1 |
| Q4 2024 | 7 | $9.0B | +4 |
| Q3 2024 | 3 | $5.5T | +0 |
| Q2 2024 | 3 | $3.7T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 15 institutional investors hold OASC (OneAscent Small Cap Core ETF). The largest holder is OneAscent Financial Services LLC with $43.0M in shares. This quarter, 10 institutions opened new positions and 1 closed their positions.
Frequently Asked Questions
How many hedge funds own OASC?
As of Q4 2025, 15 institutional investors report holding OASC (OneAscent Small Cap Core ETF) in their 13F filings.
Who is the largest institutional holder of OASC?
The largest institutional holder of OASC is OneAscent Financial Services LLC with $43.0M in shares.
Is institutional ownership of OASC increasing or decreasing?
This quarter, 10 institutions opened new positions in OASC and 1 closed their positions.