O
OneAscent Small Cap Core
OASC • ARCA
OneAscent Small Cap Core is an exchange-traded fund on ARCA. As of Q3 2025, 12 institutional investors hold shares in this ETF, with total holdings valued at $46.5M. OneAscent Financial Services LLC is the largest holder with a position valued at $19.9M.
Overview
Overview of institutional ownership in OASC as of Q3 2025
All Institutions
- Institutions
- 12
- Value Held
- $46.5M
- Shares Held
- 1.6M
- Avg Position
- $3.9M
- Median Position
- $373.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in OASC as of Q3 2025
| Institution | Position Value |
|---|---|
O OneAscent Financial Services LLC RIA/Wealth | $19.9M 1.85% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $12.1M 0.14% of portfolio |
O OneAscent Wealth Management LLC RIA/Wealth | $10.6M 3.66% of portfolio |
 First Heartland Consultants, Inc. RIA/Wealth | $1.5M 0.12% of portfolio |
O OneAscent Family Office, LLC Institution | $1.1M 0.90% of portfolio |
O OneAscent Investment Solutions LLC Long Only Manager | $404.4K 0.43% of portfolio |
 Strategic Blueprint, LLC RIA/Wealth | $342.0K 0.02% of portfolio |
$245.2K 0.00% of portfolio | |
 Plan A Wealth LLC RIA/Wealth | $209.2K 0.11% of portfolio |
 IFP Advisors, Inc RIA/Wealth | $181.1K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OASC in Q3 2025
- Traded
- +$10.7M
- Buyers
- 9
- Sellers
- 3
- Total Bought
- +$11.5M
- Total Sold
- −$850.6K
- Avg Position
- $3.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
O OneAscent Wealth Management LLC RIA/Wealth | +$8.2M +286.2K shares |
A ATRIA INVESTMENTS LLC Institution | +$2.3M +80.2K shares |
O OneAscent Family Office, LLC Institution | +$435.7K +15.3K shares |
+$245.2K +8.6K shares | |
Plan A Wealth LLC RIA/Wealth | +$209.2K +7.3K shares |
O OneAscent Investment Solutions LLC Long Only Manager | +$117.7K +4.1K shares |
Strategic Blueprint, LLC RIA/Wealth | +$52.4K +1.8K shares |
 Aptus Capital Advisors, LLC ETF Provider | +$3.1K +108.0 shares |
IFP Advisors, Inc RIA/Wealth | +$999.1 +35.0 shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OneAscent Financial Services LLC RIA/Wealth | −$797.2K −27.9K shares |
 UBS Group AG Institution | −$40.9K −1.4K shares |
First Heartland Consultants, Inc. RIA/Wealth | −$12.5K −437.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OASC in Q3 2025
- New Positions
- 2
- New Value
- $454.4K
- Exited Positions
- 0
- Exited Value
- -
New Positions
| Institution | Position Value |
|---|---|
$245.2K 8.6K shares | |
Plan A Wealth LLC RIA/Wealth | $209.2K 7.3K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
| No exited positions found | |
Options Activity
Institutions with the largest Call and Put options positions in OASC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OASC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
O OneAscent Wealth Management LLC RIA/Wealth | 3.66% $10.6M |
O OneAscent Financial Services LLC RIA/Wealth | 1.85% $19.9M |
O OneAscent Family Office, LLC Institution | 0.90% $1.1M |
O OneAscent Investment Solutions LLC Long Only Manager | 0.43% $404.4K |
A ATRIA INVESTMENTS LLC Institution | 0.14% $12.1M |
First Heartland Consultants, Inc. RIA/Wealth | 0.12% $1.5M |
Plan A Wealth LLC RIA/Wealth | 0.11% $209.2K |
Strategic Blueprint, LLC RIA/Wealth | 0.02% $342.0K |
IFP Advisors, Inc RIA/Wealth | 0.00% $181.1K |
0.00% $245.2K |