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OneAscent Small Cap Core ETF (OASC) Institutional Ownership

$26.76 -0.76 (-2.76%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for OneAscent Small Cap Core ETF (NYSEARCA:OASC)

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$20.29M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$22.29K
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OASC Institutional Buying and Selling by Quarter

OneAscent Small Cap Core ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 First Heartland Consultants Inc.20,325$552K0.1%N/A2.904%
2/12/2025 OneAscent Financial Services LLC552,577$15.07M1.3%N/A0.000%
2/12/2025 OneAscent Wealth Management LLC36,125$982K0.4%-2.2%0.000%
2/6/2025 Atria Investments Inc308,422$8.38M0.1%+54.7%0.000%
11/7/2024 OneAscent Wealth Management LLC36,945$1.03M0.4%+49.2%0.000%
11/1/2024 Atria Investments Inc199,328$5.53M0.1%+34.4%0.000%
(Data available from 1/1/2016 forward)

OASC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OASC shares?

During the previous two years, the following institutional investors and hedge funds held shares of OneAscent Small Cap Core ETF shares: OneAscent Financial Services LLC ($15.07M), Atria Investments Inc ($8.38M), and OneAscent Wealth Management LLC ($982K), First Heartland Consultants Inc. ($552K).Learn more on OASC's institutional investors.

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

The following institutional investors have purchased OneAscent Small Cap Core ETF stock in the last 24 months: OneAscent Financial Services LLC ($552.58K), Atria Investments Inc ($160.12K), First Heartland Consultants Inc. ($20.33K), and OneAscent Wealth Management LLC ($12.19K).

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

Institutional investors have bought a total of 745,210 shares in the last 24 months. This purchase volume represents approximately $20.29M in transactions.

Which OneAscent Small Cap Core ETF 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 Wealth Management LLC ($820.00).

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

Institutional investors have sold a total of 820 shares in the last 24 months. This volume of shares sold represents approximately $22.29K in transactions.



This page (NYSEARCA:OASC) was last updated on 2/22/2025 by MarketBeat.com Staff
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