OneAscent Enhanced Small and Mid Cap ETF (OASC)
ETF ยท NYSE Arca
OneAscent Enhanced Small and Mid Cap ETF (OASC) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 12, 2024.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- June 12, 2024
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 14 institutions reported holding OASC, with 2.5 million shares worth $89.7 million in aggregate. The largest reported holder was Oneascent Financial Services, with 1.7 million shares worth $61.3 million. Of the 5 largest holders listed below, 2 added shares and 3 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Oneascent Financial Services | 1,706,630 | $61M | Added 6.37% |
| Oneascent Wealth Management | 519,509 | $19M | Reduced 10.62% |
| Atria Investments | 120,899 | $4M | Added 12.03% |
| Oneascent Family Office | 39,518 | $1M | Reduced 24.03% |
| First Heartland Consultants | 27,912 | $1M | Reduced 8.08% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is OASC?
OneAscent Enhanced Small and Mid Cap ETF (OASC) is an exchange-traded fund listed on NYSE Arca, where it has traded since June 12, 2024.
Who are the largest institutional holders of OASC?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OASC were Oneascent Financial Services, Oneascent Wealth Management and Atria Investments.
How many institutions own OASC?
14 institutions reported a position in OASC for the quarter ended June 30, 2026, worth $89.7 million in total.
Did institutions buy or sell OASC last quarter?
Of the 5 largest reported holders, 2 added shares and 3 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for OASC.
Every reported institutional holder, plus insider and congressional trades in OASC, on SentiSense.