Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Unified Ser Tr (OASC)

15 + Investors. Track Smart Money conviction in OASC. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
43%

Smart Money Signals — OASC

Based on 15 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
15 hedge funds hold OASC right now — the highest count in 2.2 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +50% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+50% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟠

More sellers than buyers — 43% buying

6 buying8 selling
Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 5 → 3 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 33% entered in last year

■ 13% conviction (2yr+) ■ 53% medium ■ 33% new
Only 2 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +23% but shares only +2% — price-driven

Value
+22%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +23%, but actual share count only changed +2%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

3 → 1 → 5 → 3 → 1 new funds/Q
New funds entering each quarter: 1 → 5 → 3 → 1. OASC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 60% of holders entered in last year

■ 0% veterans ■ 40% 1-2yr ■ 60% new
Of 15 current holders: 9 (60%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
1 of 15 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — OASC

In 2026 Q2, 6 hedge funds were net buyers of OASC (1 opened a new position, 5 added to an existing one), while 8 reduced or exited (7 trimmed, 1 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 15.

Hedge Fund Ownership: OASC

How many hedge funds hold OASC — quarterly history vs. share price
Quarterly hedge fund ownership of OASC vs. share price

Market Analysis: OASC

Analyst Price Targets

Avg. Price Target
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Analyst Recommendations

Stock Performance

Real-time

Company Profile: OASC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: OASC
15 + Investors

Track Smart Money conviction in OASC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 15 15 -
13F Shares 2M 2M 1.64%
Total Value $89M $73M 22.93%
New Positions 1 3 -2
Increased Positions 5 9 -4
Closed Positions 1 3 -2
Reduced Positions 7 3 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OASC

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Institutional Holders (2026 Q2)

15 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OASC. Verified SEC 13F-HR filings.

QUARTER:
Top 14 OASC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 OneAscent Wealth Management LLC 5.56% 519,509 $18.7M
2 OneAscent Financial Services LLC 2.93% 1,706,630 $61.3M
3 OneAscent Family Office, LLC 0.72% 39,518 $1.4M
4 OneAscent Investment Solutions LLC 0.54% 15,774 $567K
5 Plan A Wealth LLC 0.22% 14,438 $519K
6 First Heartland Consultants, Inc. 0.06% 27,912 $1.0M
7 Atria Investments, Inc 0.04% 120,899 $4.3M
8 Strategic Blueprint, LLC 0.02% 12,732 $458K
9 Values First Advisors, Inc. 0.01% 479 $17K
10 IFP Advisors, Inc 0.00% 6,159 $221K
11 Aptus Capital Advisors, LLC 0.00% 1,843 $66K
12 Envestnet Asset Management Inc 0.00% 18,396 $661K
13 Mercer Global Advisors Inc /Adv 0.00% 1,069 $38K
14 Osaic Holdings, INC. 0.00% 316 $11K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Unified Ser Tr (OASC)

What does the Smart Money Trend signal show for OASC?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for OASC?

More sellers than buyers — 43% buying: Last quarter: 8 funds reduced or exited vs 6 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for OASC holders?

Smaller funds dominant — 1% AUM from top-100: 1 of 15 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OASC?

Mostly new holders — 33% entered in last year: Only 2 funds (13%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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