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Oneascent Enhanced Small and (OASC)

CUSIP: 90470L295 | NYSE | 21 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Atria Investments, Inc124,407
0.0% of portfolio›$4.2M
First Heartland Consultants, Inc.28,173
0.1% of portfolio›$954.8K
Plan A Wealth LLC14,369
0.2% of portfolio›$487.0K
Strategic Blueprint, LLC14,074
0.0% of portfolio›$477.0K
Cambridge Investment Research Advisors, Inc.13,050
0.0% of portfolio›$442
IFP Advisors, Inc11,825
0.0% of portfolio›$400.7K
StyleTurnoverLocationFiled
Atria Investments, Inc
124,407$4.2M0.0%CoreMediumCharlotte, NC2026-10-15
First Heartland Consultants, Inc.
28,173$954.8K0.1%ETFMediumLake St. Louis, MO2026-10-08
Plan A Wealth LLC
14,369$487.0K0.2%CoreLowLincoln, NE2026-10-08
Strategic Blueprint, LLC
14,074$477.0K0.0%ETFLowAtlanta, GA2026-10-22
Cambridge Investment Research Advisors, Inc.
13,050$4420.0%ETFLowFairfield, IA2026-11-02
IFP Advisors, Inc
11,825$400.7K0.0%GrowthLowTampa, FL2026-10-16