ONEASCENT ENHANCED SMALL AND (OASC) Institutional Ownership Changes & 13F Activity
ONEASCENT ENHANCED SMALL AND (OASC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Oneascent Financial Services Llc, Oneascent Wealth Management Llc, Atria Investments, Inc, Oneascent Family Office, Llc, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +6,805 | +58.7% | 18,396 | $661.17K | Q2 2026 | Sep 23, 2026 |
| Oneascent Financial Services Llc | Buy | +102,177 | +6.4% | 1,706,630 | $61.34M | Q2 2026 | Aug 11, 2026 |
| Oneascent Wealth Management Llc | Sell | -61,744 | -10.6% | 519,509 | $18.67M | Q2 2026 | Aug 11, 2026 |
| Oneascent Family Office, Llc | Sell | -12,502 | -24.0% | 39,518 | $1.42M | Q2 2026 | Aug 11, 2026 |
| Oneascent Investment Solutions Llc | Sell | -342 | -2.1% | 15,774 | $566.95K | Q2 2026 | Aug 11, 2026 |
| Values First Advisors, Inc. | Sell | -350 | -42.2% | 479 | $17.23K | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -6,700 | -39.1% | 10,456 | $376.00 | Q2 2026 | Jul 30, 2026 |
| Atria Investments, Inc | Buy | +12,981 | +12.0% | 120,899 | $4.35M | Q2 2026 | Jul 28, 2026 |
| Strategic Blueprint, Llc | Sell | -360 | -2.7% | 12,732 | $457.60K | Q2 2026 | Jul 23, 2026 |
| Ifp Advisors, Inc | Buy | +71 | +1.2% | 6,159 | $221.36K | Q2 2026 | Jul 20, 2026 |
| Plan A Wealth Llc | Buy | +1,779 | +14.1% | 14,438 | $518.92K | Q2 2026 | Jul 14, 2026 |
| First Heartland Consultants, Inc. | Sell | -2,454 | -8.1% | 27,912 | $1.00M | Q2 2026 | Jul 08, 2026 |
| Blue Trust, Inc. | Sell | -181 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 20, 2026 |
Frequently asked questions about OASC activity
Which institutional owners are buying OASC?
Institutional owners buying OASC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OASC activity?
"Buy" means an investor increased their reported position in OASC compared to the prior reporting period. This reflects growing exposure to ONEASCENT ENHANCED SMALL AND (OASC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OASC increasing?
Institutional interest in OASC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.