OASC UNIFIED SER TR
FollowONEA ENH SMA ETF (fund)
9 managers (12 13F filers) reported a position in OASC shares at 2025-09-30, 1,629,619 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 9
- 13F filers
- 12
- New
- 2
- Added
- 7
- Reduced
- 3
- Sold out
- 0
- Shares held by filers
- 1,629,619
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 | 1,118,060 | $31.9M | +277,694 | Timeline
| |
| Atria Investments, Inc | 422,521 | $12.1M | 0.14% | +80,171 | 13F-HRTimeline |
| First Heartland Consultants, Inc. | 52,897 | $1.51M | 0.12% | -437 | 13F-HRTimeline |
| Strategic Blueprint, LLC | 11,983 | $342K | 0.01% | +1,835 | 13F-HRTimeline |
| Cambridge Investment Research Advisors,… | 8,591 | $245K | <0.01% | new | 13F-HRTimeline |
| Plan A Wealth LLC | 7,329 | $209K | 0.11% | new | 13F-HRTimeline |
| IFP Advisors, Inc | 6,343 | $181K | <0.01% | +35 | 13F-HR/ATimeline |
| Aptus Capital Advisors, LLC | 1,729 | $49.4K | <0.01% | +108 | 13F-HRTimeline |
| UBS Group AGin group UBS Group AG | 166 | $4.74K | <0.01% | -1,434 | 13F-HRTimelineGroup |