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OASC UNIFIED SER TR

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ONEA ENH SMA ETF (fund)

12 managers (15 13F filers) reported a position in OASC shares at 2026-03-31, 2,455,881 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
12
13F filers
15
New
3
Added
9
Reduced
3
Sold out
3
Shares held by filers
2,455,881

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
OneAscent Financial Services LLCgroup of 4 filers holding2,253,842$67.2M+188,339Timeline
Atria Investments, Inc107,918$3.22M0.04%+4,84713F-HRTimeline
First Heartland Consultants, Inc.30,366$905K0.07%-1,12113F-HRTimeline
Cambridge Investment Research Advisors,…17,156$511K<0.01%-39413F-HRTimeline
Strategic Blueprint, LLC13,092$390K0.02%+28113F-HRTimeline
Plan A Wealth LLC12,659$377K0.18%+29413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,591$345K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc6,088$181K<0.01%-13613F-HRTimeline
Aptus Capital Advisors, LLC1,843$54.9K<0.01%+1013F-HRTimeline
Values First Advisors, Inc.829$24.7K0.01%+413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.316$9.42K<0.01%new13F-HRTimelineGroup
Blue Trust, Inc.181$5.39K<0.01%new13F-HRTimeline