Among active 13F managers last quarter, 3 added and 5 reduced; the largest holder to move was OneAscent Financial Services LLC (+6.4%).
13 tracked 13F filers disclose a position in OASC as of the latest SEC 13F filings, a combined $89.0M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | 1.7M | $61.3M | ▲+6.4% Added · +102K sh | Q2 2026 | |
| 2 | OneAscent Wealth Management LLC | 520K | $18.7M | ▼−11% Reduced · −62K sh | Q2 2026 | |
| 3 | Atria Investments, Inc | 121K | $4.3M | ▲+12% Added · +13K sh | Q2 2026 | |
| 4 | OneAscent Family Office, LLC | 40K | $1.4M | ▼−24% Reduced · −13K sh | Q2 2026 | |
| 5 | First Heartland Consultants, Inc. | 28K | $1.0M | ▼−8.1% Reduced · −2K sh | Q2 2026 | |
| 6 | OneAscent Investment Solutions LLC | 16K | $567K | ▼−2.1% Reduced · −342 sh | Q2 2026 | |
| 7 | Plan A Wealth LLC | 14K | $519K | ▲+14% Added · +2K sh | Q2 2026 | |
| 8 | Strategic Blueprint, LLC | 13K | $458K | ▼−2.7% Reduced · −360 sh | Q2 2026 | |
| 9 | Envestnet Asset Management Inc | 12K | $345K | ▲New +12K sh | Q1 2026 | |
| 10 | IFP Advisors, Inc | 6K | $221K | ▲+1.2% Added · +71 sh | Q2 2026 | |
| 11 | Aptus Capital Advisors, LLC | 2K | $66K | —Held | Q2 2026 | |
| 12 | Values First Advisors, Inc. | 479 | $17K | ▼−42% Reduced · −350 sh | Q2 2026 | |
| 13 | Osaic Holdings, Inc. | 316 | $9K | ▲New +316 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds added to an existing position in OASC, while 5 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 9 funds | $762.6M |
| Broadcom IncAVGO | 9 funds | $266.3M |
| Oneascent Intl Eqty ETFOAIM | 9 funds | $159.6M |
| Eli Lilly & CoLLY | 9 funds | $157.9M |
| Advanced Micro DevicesAMD | 9 funds | $152.1M |
| Berkshire Hathaway Inc-CL BBRK/B | 9 funds | $150.0M |
| Caterpillar IncCAT | 9 funds | $122.8M |
| Taiwan Semiconductor-SP ADRTSM | 9 funds | $107.8M |
| Cisco Systems IncCSCO | 9 funds | $88.1M |
| Home Depot IncHD | 9 funds | $72.5M |
| Ge Vernova IncGEV | 9 funds | $57.3M |
| Linde PLCLIN | 9 funds | $56.5M |
Ranked by how many of OASC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in OASC.
| Class | 13F holders | Value held |
|---|---|---|
| OAIMmc | 48 funds | $320.8M |
| MGMTmc | 48 funds | $133.1M |
| OACPmc | 28 funds | $245.7M |
| OAEMmc | 27 funds | $107.2M |
| OALCmc | 25 funds | $209.7M |
| ABEQETFs | 21 funds | $110.2M |
| OASCthis pagecs | 13 funds | $89.0M |
| BLNDXMF | 1 funds | $5.0M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for OASC
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/OASC/capital-change-brief"
Use Arkolith's capital_change_brief for OASC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for OASC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.