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Oneascent Enhanced Small and (OASC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Atria Investments, Inc
INCREASED
Shares124,407 from 120,899
Change+3,508 (+3%)
Value$4.2M (-$129.1K)
Filed 2026-10-15
First Heartland Consultants, Inc.
INCREASED
Shares28,173 from 27,912
Change+261 (+1%)
Value$954.8K (-$48.4K)
Filed 2026-10-08
Plan A Wealth LLC
DECREASED
Shares14,369 from 14,438
Change-69 (0%)
Value$487.0K (-$32.0K)
Filed 2026-10-08
Strategic Blueprint, LLC
INCREASED
Shares14,074 from 12,732
Change+1,342 (+11%)
Value$477.0K (+$19.4K)
Filed 2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares13,050 from 10,456
Change+2,594 (+25%)
Value$442 (-$375.6K)
Filed 2026-11-02
IFP Advisors, Inc
INCREASED
Shares11,825 from 6,159
Change+5,666 (+92%)
Value$400.7K (+$179.4K)
Filed 2026-10-16
Values First Advisors, Inc.
CLOSED
Shares0 from 479
Change-479 (-100%)
Value$0 (-$17.2K)
Filed 2026-10-23
OneAscent Financial Services LLC
N/A
Shares— from 1,706,630
Change-1,706,630 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 519,509
Change-519,509 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 39,518
Change-39,518 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 18,396
Change-18,396 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 15,774
Change-15,774 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,843
Change-1,843 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 316
Change-316 (-100%)
Value—
Status
Atria Investments, Inc
INCREASED124,407120,899+3,508+3%$4.3M$4.2M-$129.1K2026-10-15
First Heartland Consultants, Inc.
INCREASED28,17327,912+261+1%$1.0M$954.8K-$48.4K2026-10-08
Plan A Wealth LLC
DECREASED14,36914,438-690%$518.9K$487.0K-$32.0K2026-10-08
Strategic Blueprint, LLC
INCREASED14,07412,732+1,342+11%$457.6K$477.0K+$19.4K2026-10-22
Cambridge Investment Research Advisors, Inc.
INCREASED13,05010,456+2,594+25%$376.0K$442-$375.6K2026-11-02
IFP Advisors, Inc
INCREASED11,8256,159+5,666+92%$221.4K$400.7K+$179.4K2026-10-16
Values First Advisors, Inc.
CLOSED0479-479-100%$17.2K$0-$17.2K2026-10-23
OneAscent Financial Services LLC
N/A—1,706,630-1,706,630-100%$61.3M———
OneAscent Wealth Management LLC
N/A—519,509-519,509-100%$18.7M———
OneAscent Family Office, LLC
N/A—39,518-39,518-100%$1.4M———
Envestnet Asset Management Inc
N/A—18,396-18,396-100%$661.2K———
OneAscent Investment Solutions LLC
N/A—15,774-15,774-100%$567.0K———
Aptus Capital Advisors, LLC
N/A—1,843-1,843-100%$66.2K———
Osaic Holdings, Inc.
N/A—316-316-100%$11.4K———
Showing 14 of 14 institutions