OASC UNIFIED SER TR
FollowONEA ENH SMA ETF (fund)
7 managers (9 13F filers) reported a position in OASC shares at 2025-03-31, 1,014,331 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 9
- New
- 2
- Added
- 5
- Reduced
- 1
- Sold out
- 0
- Shares held by filers
- 1,014,331
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q1 2025
Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| OneAscent Financial Services LLCgroup of 3 filers holding | 691,108 | $17.1M | +102,406 | Timeline
| |
| Atria Investments, Inc | 286,961 | $7.09M | 0.09% | -21,461 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 32,098 | $792K | 0.08% | +11,773 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 2,923 | $72.2K | <0.01% | +2,520 | 13F-HRTimelineGroup |
| IFP Advisors, Inc | 835 | $20.6K | <0.01% | +485 | 13F-HRTimeline |
| EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L… | 406 | $10K | <0.01% | new | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |