OASC

Oneascent Small Cap Core Etf

Latest period2026 - Q1Total superinvestors15

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 15 superinvestors own shares of Oneascent Small Cap Core Etf (OASC), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Oneascent Small Cap Core Etf (OASC), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Oneascent Small Cap Core Etf (OASC) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Oneascent Small Cap Core Etf (OASC) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Ashleigh Swayze@Oneascent Financial Services Llc
Recent Activity
Increased 9.13%
2.59%
$47.813M
1.604M shares@ 29.81 avg price
Ashleigh Swayze@Oneascent Wealth Management Llc
Recent Activity
Increased 9.5%
5.73%
$17.321M
581,253 shares@ 29.8 avg price
Dan Mulvey@Atria Investments, Inc
Recent Activity
Increased 4.71%
0.04%
$3.216M
107,918 shares@ 29.81 avg price
Ashleigh Swayze@Oneascent Family Office, Llc
Recent Activity
Increased 4.53%
1.09%
$1.55M
52,020 shares@ 29.81 avg price
Andrew Walz@First Heartland Consultants, Inc.
Recent Activity
Decreased -3.56%
0.07%
$904,907
30,366 shares@ 29.81 avg price
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc.
Recent Activity
Decreased -2.24%
0.01%
$511,000
17,156 shares@ 29.79 avg price
Ashleigh Swayze@Oneascent Investment Solutions Llc
Recent Activity
Increased 10.16%
0.49%
$480,269
16,116 shares@ 29.81 avg price
Sarah Easley@Strategic Blueprint, Llc
Recent Activity
Increased 2.2%
0.03%
$390,142
13,092 shares@ 29.81 avg price
Becky Wiegand@Plan A Wealth Llc
Recent Activity
Increased 2.38%
0.19%
$377,238
12,659 shares@ 29.8 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
New Position
0.01%
$345,408
11,591 shares@ 29.8 avg price

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