Who Owns OASC?
OneAscent Small Cap Core ETF — Institutional Ownership & 13F Holdings
$32.32
-0.43 (-1.32%)
Market Cap
$27.8M
Shares Outstanding
936,891
Institutional Holders
8
Total Inst. Value
$18.0M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $15.7M | 633,354 |
| 2 | OneAscent Wealth Management LLC | $990K | 40,109 |
| 3 | First Heartland Consultants, Inc. | $793K | 32,098 |
| 4 | OneAscent Family Office, LLC | $437K | 17,645 |
| 5 | UBS Group AG | $72K | 2,923 |
| 6 | IFP Advisors, Inc | $21K | 835 |
| 7 | EverSource Wealth Advisors, LLC | $10K | 406 |
| 8 | Atria Investments, Inc | $7K | 286,961 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OneAscent Financial Services LLC | +81K | $15.7M |
| OneAscent Wealth Management LLC | +4K | $990K |
| First Heartland Consultants, Inc. | +12K | $793K |
| UBS Group AG | +3K | $72K |
| IFP Advisors, Inc | +485 | $21K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Atria Investments, Inc | -21K | $7K |
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Frequently Asked Questions
How many institutional investors hold OASC?
As of Q1 2025, 8 institutional investors report holding OASC (OneAscent Small Cap Core ETF) in their 13F filings.
Which hedge fund owns the most OASC?
The largest institutional holder of OASC is OneAscent Financial Services LLC with $15.7M in shares.
Are institutions buying or selling OASC?
This quarter, 2 institutions opened new positions in OASC and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.