OASC UNIFIED SER TR
FollowONEA ENH SMA ETF (fund)
8 managers (11 13F filers) reported a position in OASC shares at 2025-06-30, 1,255,727 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 8
- 13F filers
- 11
- New
- 3
- Added
- 6
- Reduced
- 1
- Sold out
- 1
- Shares held by filers
- 1,255,727
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, Q2 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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 4 filers holding | 840,366 | $22M | +149,258 | Timeline
| |
| Atria Investments, Inc | 342,350 | $8.91M | 0.11% | +55,389 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 53,334 | $1.39M | 0.12% | +21,236 | 13F-HRTimeline |
| Strategic Blueprint, LLC | 10,148 | $264K | 0.01% | new | 13F-HRTimeline |
| IFP Advisors, Inc | 6,308 | $164K | <0.01% | +5,473 | 13F-HRTimeline |
| Aptus Capital Advisors, LLC | 1,621 | $42.2K | <0.01% | new | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 1,600 | $41.6K | <0.01% | -1,323 | 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. |