10 tracked 13F filers disclose a position in OASC as of the latest SEC 13F filings, a combined $54.8M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $47.8M | 1.6M | ▲+9.1% Added · +134K sh | Q1 2026 | |
| 2 | Atria Investments, Inc | $4.3M | 121K | ▲+12% Added · +13K sh | Q2 2026 | |
| 3 | First Heartland Consultants, Inc. | $1.0M | 28K | ▼−8.1% Reduced · −2K sh | Q2 2026 | |
| 4 | Plan A Wealth LLC | $519K | 14K | ▲+14% Added · +2K sh | Q2 2026 | |
| 5 | Strategic Blueprint, LLC | $458K | 13K | ▼−2.7% Reduced · −360 sh | Q2 2026 | |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $345K | 12K | ▲New +12K sh | Q1 2026 | |
| 7 | IFP Advisors, Inc | $221K | 6K | ▲+1.2% Added · +71 sh | Q2 2026 | |
| 8 | Aptus Capital Advisors, LLC | $55K | 2K | ▲+0.5% Added · +10 sh | Q1 2026 | |
| 9 | Values First Advisors, Inc. | $17K | 479 | ▼−42% Reduced · −350 sh | Q2 2026 | |
| 10 | OSAIC HOLDINGS, INC. | $9K | 316 | ▲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, 0 funds opened a new position in OASC and 4 added to an existing one, while 3 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 7 funds | $703.5M |
| BROADCOM INCAVGO | 7 funds | $225.9M |
| SPDR GOLD SHARESGLD | 7 funds | $155.0M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 7 funds | $144.0M |
| ELI LILLY & COLLY | 7 funds | $139.8M |
| ONEASCENT INTL EQTY ETFOAIM | 7 funds | $127.0M |
| CATERPILLAR INCCAT | 7 funds | $110.2M |
| ADVANCED MICRO DEVICESAMD | 7 funds | $108.6M |
| SS SPDR BB 1-3M T-BILL ETFBIL | 7 funds | $96.0M |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 7 funds | $93.5M |
| PALO ALTO NETWORKS INCPANW | 7 funds | $80.8M |
| CISCO SYSTEMS INCCSCO | 7 funds | $74.5M |
Ranked by how many of OASC's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MGMTmc | 42 funds | $133.1M |
| OAIMmc | 39 funds | $239.7M |
| OACPmc | 23 funds | $167.4M |
| OALCmc | 20 funds | $134.1M |
| OAEMmc | 20 funds | $53.8M |
| ABEQETFs | 19 funds | $97.8M |
| OASCthis pagecs | 10 funds | $54.8M |
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.