Who owns OASC
Which tracked institutional funds hold OASC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OASC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OASC is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OASC’s largest tracked holder by dollar value, OneAscent Financial Services LLC, sizes it at 2.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OASC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 13 tracked filers holding OASC, 5 increased or opened the position and 8 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OASC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Full exits 1
- Cambridge Investment Research Advisors, Inc.$511K
Largest adds
- OneAscent Financial Services LLC$14M
- OneAscent Wealth Management LLC$1M
- Atria Investments, Inc$1M
- ENVESTNET ASSET MANAGEMENT INC$316K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OneAscent Financial Services LLC added | 1,706,630 | $61M | 67.7% | 2026-Q2 |
| OneAscent Wealth Management LLC trimmed | 519,509 | $19M | 20.6% | 2026-Q2 |
| Atria Investments, Inc added | 120,899 | $4M | 4.8% | 2026-Q2 |
| OneAscent Family Office, LLC trimmed | 39,518 | $1M | 1.6% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 27,912 | $1M | 1.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 18,396 | $661K | 0.7% | 2026-Q2 |
| OneAscent Investment Solutions LLC trimmed | 15,774 | $567K | 0.6% | 2026-Q2 |
| Plan A Wealth LLC added | 14,438 | $519K | 0.6% | 2026-Q2 |
| Strategic Blueprint, LLC trimmed | 12,732 | $458K | 0.5% | 2026-Q2 |
| IFP Advisors, Inc added | 6,159 | $221K | 0.2% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 1,843 | $66K | 0.1% | 2026-Q2 |
| Values First Advisors, Inc. trimmed | 479 | $17K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 316 | $11K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 17,156 | $511K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. new | 181 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FLOW TRADERS U.S. LLC new | 18,019 | $531K | 0.6% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 9,841 | $290K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 708 | $21K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| UBS Group AG trimmed | 166 | $5K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.