ONEASCENT ENHANCED SMALL AND (OASC) Institutional Shareholders
ONEASCENT ENHANCED SMALL AND (OASC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $89.30M in OASC holdings during the latest filing period.
Oneascent Financial Services Llc is currently the largest disclosed institutional shareholder of OASC tracked by InsiderSet, reporting ownership valued at approximately $61.34M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $58.13M, representing an estimated loss of -5.23% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed OASC value among the investors covered in this analysis. Major shareholders include Oneascent Financial Services Llc, Oneascent Wealth Management Llc, Atria Investments, Inc, and several other long-term asset managers with concentrated positions in ONEASCENT ENHANCED SMALL AND (OASC).
This page ranks the largest institutional OASC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
14
Total Reported Value
$89.30M
Largest Holder
Oneascent Financial Services Llc
Largest Position
$61.34M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
18
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oneascent Financial Services Llc | 2.93% | 1,706,630 | $61,338,344 | $58,127,818 | -$3,210,526 | -5.23% | |
| Oneascent Wealth Management Llc | 5.56% | 519,509 | $18,671,777 | $17,694,477 | -$977,300 | -5.23% | |
| Atria Investments, Inc | 0.04% | 120,899 | $4,345,259 | $4,117,820 | -$227,439 | -5.23% | |
| Oneascent Family Office, Llc | 0.72% | 39,518 | $1,420,314 | $1,345,983 | -$74,331 | -5.23% | |
| First Heartland Consultants, Inc. | 0.06% | 27,912 | $1,003,191 | $950,683 | -$52,508 | -5.23% | |
| Envestnet Asset Management Inc | 0.00% | 18,396 | $661,170 | $626,568 | -$34,602 | -5.23% | |
| Oneascent Investment Solutions Llc | 0.54% | 15,774 | $566,951 | $537,262 | -$29,689 | -5.24% | |
| Plan A Wealth Llc | 0.22% | 14,438 | $518,919 | $491,758 | -$27,161 | -5.23% | |
| Strategic Blueprint, Llc | 0.02% | 12,732 | $457,603 | $433,652 | -$23,951 | -5.23% | |
| Ifp Advisors, Inc | 0.00% | 6,159 | $221,362 | $209,776 | -$11,586 | -5.23% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,843 | $66,240 | $62,773 | -$3,467 | -5.23% | |
| Values First Advisors, Inc. | 0.01% | 479 | $17,228 | $16,315 | -$913 | -5.30% | |
| Osaic Holdings, Inc. | 0.00% | 316 | $11,357 | $10,763 | -$594 | -5.23% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 10,456 | $376 | $356,131 | +$355,755 | +94615.79% |
Frequently asked questions about OASC
Who owns the most OASC stock?
The largest holders of OASC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ONEASCENT ENHANCED SMALL AND (OASC).
Is OASC widely held by superinvestors?
Many widely followed stocks like OASC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OASC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.