Institutions Holding OASC (15 holders)
15 institutions currently hold OASC, ranked below by position value.
| Key Holders | Total Value | Avg Weight |
|---|---|---|
| OneAscent Financial Services LLC | $47.8M | 2.59% |
| OneAscent Wealth Management LLC | $17.3M | 5.73% |
| Atria Investments, Inc | $3.2M | 0.04% |
| OneAscent Family Office, LLC | $1.6M | 1.08% |
| First Heartland Consultants, Inc. | $904.9K | 0.07% |
| Cambridge Investment Research Advisors, Inc. | $511.0K | 0.00% |
| OneAscent Investment Solutions LLC | $480.3K | 0.48% |
| Strategic Blueprint, LLC | $390.1K | 0.02% |
| Plan A Wealth LLC | $377.2K | 0.18% |
| ENVESTNET ASSET MANAGEMENT INC | $345.4K | 0.00% |
| IFP Advisors, Inc | $181.4K | 0.00% |
| Aptus Capital Advisors, LLC | $54.9K | 0.00% |
| Values First Advisors, Inc. | $24.7K | 0.01% |
| OSAIC HOLDINGS, INC. | $9.4K | 0.00% |
| Blue Trust, Inc. | $5.4K | 0.00% |