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OneAscent Large Cap Core ETF (OALC) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for OneAscent Large Cap Core ETF (NYSEARCA:OALC)

Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$80.55M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$52.83M
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OALC Institutional Buying and Selling by Quarter

OneAscent Large Cap Core ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025 OneAscent Wealth Management LLC980,301$31.81M11.7%+0.1%22.154%
8/6/2025 OneAscent Family Office LLC120,213$3.90M3.7%-2.9%2.717%
8/4/2025 Atria Investments Inc925,763$30.04M0.4%+10.9%20.921%
8/1/2025 Envestnet Asset Management Inc.12,854$417K0.0%N/A0.290%
7/28/2025 RFG Advisory LLC72,517$2.35M0.1%+4.1%1.639%
7/24/2025 IFP Advisors Inc14,086$457K0.0%+248.2%0.318%
7/16/2025 Patron Partners LLC115,855$3.76M1.9%-1.7%2.633%
7/11/2025 Meriwether Wealth & Planning LLC20,230$656K0.4%-19.4%0.460%
7/3/2025 TrueWealth Advisors LLC88,691$2.88M0.9%+1.3%1.982%
5/19/2025Jane Street Group LLC7,324$209K0.0%-19.9%0.165%
5/13/2025OneAscent Investment Solutions LLC17,072$488K0.6%N/A0.384%
5/7/2025First Heartland Consultants Inc.18,351$524K0.1%N/A0.412%
5/6/2025 Atria Investments Inc834,447$23.84M0.3%-64.9%18.752%
5/5/2025 OneAscent Wealth Management LLC979,614$27.99M12.1%-8.7%22.888%
5/5/2025 IFP Advisors Inc4,045$116K0.0%+31.7%0.095%
5/5/2025OneAscent Financial Services LLC2,149,278$61.53M4.0%+1.0%50.217%
5/5/2025 OneAscent Family Office LLC123,807$3.54M3.3%+62.9%2.893%
4/24/2025 Patron Partners LLC117,859$3.37M1.8%+9.8%2.754%
4/22/2025 Cambridge Investment Research Advisors Inc.95,395$2.73M0.0%-4.4%2.229%
4/21/2025 Meriwether Wealth & Planning LLC25,088$717K0.5%-7.5%0.586%
4/17/2025 Dynamic Advisor Solutions LLC27,854$796K0.0%N/A0.651%
4/10/2025 TrueWealth Advisors LLC87,526$2.50M0.8%+15.8%2.135%
4/9/2025 RFG Advisory LLC69,633$1.99M0.1%+32.4%1.698%
2/14/2025Jane Street Group LLC9,149$271K0.0%-26.2%0.235%
2/14/2025Harvest Investment Services LLC6,788$201K0.0%N/A0.174%
2/12/2025OneAscent Financial Services LLC2,128,265$63.29M5.4%N/A54.571%
2/12/2025 OneAscent Wealth Management LLC1,073,108$31.80M13.1%+3.5%27.516%
2/11/2025LPL Financial LLC18,745$555K0.0%+12.7%0.481%
2/7/2025 Meriwether Wealth & Planning LLC27,130$804K0.6%N/A0.696%
2/6/2025 Atria Investments Inc2,374,936$70.37M0.9%+4.8%60.896%
2/4/2025 IFP Advisors Inc3,071$91K0.0%+168.2%0.079%
1/24/2025 Patron Partners LLC107,340$3.18M1.7%+24.6%2.752%
1/21/2025 RFG Advisory LLC52,588$1.56M0.0%+2.0%1.348%
1/15/2025 TrueWealth Advisors LLC75,615$2.24M0.7%+20.5%1.939%
11/15/2024Jane Street Group LLC12,394$362K0.0%-73.2%0.318%
11/7/2024 OneAscent Wealth Management LLC1,036,449$30.31M11.5%-2.4%26.576%
11/5/2024 Patron Partners LLC86,125$2.52M1.4%+3.5%2.208%
11/1/2024 Atria Investments Inc2,267,064$66.29M0.8%-5.3%58.130%
10/29/2024 TrueWealth Advisors LLC62,733$1.83M0.6%N/A1.609%
10/8/2024 Dynamic Advisor Solutions LLC54,354$1.59M0.0%+26.8%1.394%
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8/6/2024 Patron Partners LLC83,249$2.33M1.4%+16.5%2.135%
7/26/2024 Cambridge Investment Research Advisors Inc.108,870$3.04M0.0%+2.7%2.792%
7/15/2024 Dynamic Advisor Solutions LLC42,866$1.20M0.0%N/A1.099%
7/15/2024 RFG Advisory LLC50,828$1.42M0.0%+3.9%1.303%
5/21/2024 Atria Investments Inc2,445,018$66.87M0.9%+12.3%62.693%
5/3/2024 Patron Partners LLC71,467$1.96M1.2%+212.4%1.866%
4/25/2024 Cambridge Investment Research Advisors Inc.106,040$2.90M0.0%+26.6%2.791%
4/16/2024OneAscent Financial Services LLC2,081,255$56.92M6.3%+53.7%54.770%
4/16/2024 OneAscent Wealth Management LLC1,117,804$30.57M11.7%+13.9%29.416%
4/11/2024 RFG Advisory LLC48,929$1.34M0.0%+1.6%1.288%
2/9/2024 Cambridge Investment Research Advisors Inc.83,748$2.09M0.0%+65.3%5.301%
1/25/2024 RFG Advisory LLC48,151$1.20M0.0%+10.7%3.048%
1/18/2024 Patron Partners LLC22,879$571K0.4%N/A1.448%
1/11/2024 OneAscent Wealth Management LLC981,212$24.57M9.8%+41.0%62.102%
1/11/2024OneAscent Financial Services LLC1,353,750$33.89M4.2%+93.3%85.680%
11/13/2023Kestra Advisory Services LLC37,129$835K0.0%+126.9%2.350%
11/7/2023 Atria Investments Inc1,352,799$30.44M0.5%+1.9%85.620%
10/24/2023 Cambridge Investment Research Advisors Inc.50,679$1.14M0.0%+1.1%3.208%
10/16/2023 RFG Advisory LLC43,502$979K0.0%+8.6%2.753%
10/13/2023OneAscent Financial Services LLC700,299$15.76M4.1%+7.5%44.323%
10/13/2023 OneAscent Wealth Management LLC695,946$15.66M6.9%-2.1%44.047%
8/4/2023 Atria Investments Inc1,327,462$30.48M0.6%+1.2%84.017%
8/3/2023 RFG Advisory LLC40,073$920K0.0%+54.6%2.536%
7/13/2023 Cambridge Investment Research Advisors Inc.50,119$1.15M0.0%+8.6%3.297%
7/10/2023 OneAscent Wealth Management LLC710,779$16.32M7.7%+2.7%46.762%
7/10/2023OneAscent Financial Services LLC651,362$14.96M6.6%+5.1%42.853%
5/10/2023 Atria Investments Inc1,311,244$28.95M0.5%-46.7%86.266%
5/9/2023 RFG Advisory LLC25,922$572K0.0%+3.9%1.705%
4/17/2023OneAscent Financial Services LLC619,749$13.68M5.6%-42.2%40.773%
4/17/2023 OneAscent Wealth Management LLC692,362$15.29M6.0%-44.2%45.550%
4/14/2023 O Connor Financial Group LLC23,232$513K0.4%N/A1.528%
2/8/2023 Cambridge Investment Research Advisors Inc.65,797$1.35M0.0%+3.6%3.500%
1/31/2023 Atria Investments Inc2,460,924$50.49M1.0%-6.5%130.900%
1/12/2023 OneAscent Wealth Management LLC1,241,649$25.58M12.0%-4.3%45.987%
1/12/2023OneAscent Financial Services LLC1,071,924$22.08M9.4%-4.1%39.701%
11/10/2022 RFG Advisory LLC24,055$481K0.0%+25.9%0.865%
11/2/2022 OneAscent Wealth Management LLC1,297,061$24.16M12.7%-0.1%46.657%
11/2/2022OneAscent Financial Services LLC1,117,571$20.82M8.3%+5.4%40.200%
11/1/2022 Atria Investments LLC2,631,710$49.02M1.1%+2.2%94.666%
10/17/2022 Cambridge Investment Research Advisors Inc.63,484$1.18M0.0%-31.1%2.267%
8/13/2022 RFG Advisory LLC19,110$407K0.0%N/A0.687%
8/11/2022 Atria Investments LLC2,575,050$50.94M1.1%+5.4%92.628%
8/8/2022OneAscent Financial Services LLC1,059,891$20.97M9.5%+7.2%38.126%
8/8/2022 OneAscent Wealth Management LLC1,298,831$25.69M13.1%+8.9%46.721%
7/13/2022 Cambridge Investment Research Advisors Inc.92,199$1.82M0.0%N/A3.317%
5/12/2022 OneAscent Wealth Management LLC1,192,170$27.33M13.6%N/A46.752%
5/12/2022OneAscent Financial Services LLC988,615$22.67M16.2%N/A38.769%
5/2/2022 Atria Investments LLC2,442,676$56.01M1.0%+2.9%95.791%
2/14/2022Rockefeller Capital Management L.P.4,377$110K0.0%N/A0.175%
(Data available from 1/1/2016 forward)

OALC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OALC shares?

During the previous two years, 18 institutional investors and hedge funds held shares of OneAscent Large Cap Core ETF. The most heavily invested institutionals were OneAscent Financial Services LLC ($61.53M), OneAscent Wealth Management LLC ($31.81M), Atria Investments Inc ($30.04M), OneAscent Family Office LLC ($3.90M), Patron Partners LLC ($3.76M), TrueWealth Advisors LLC ($2.88M), and Cambridge Investment Research Advisors Inc. ($2.73M).Learn more on OneAscent Large Cap Core ETF's institutional investors.

Which institutional investors have been buying OneAscent Large Cap Core ETF's stock?

Of the 17 institutional investors that purchased OneAscent Large Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($3.58M), Atria Investments Inc ($492.00K), OneAscent Wealth Management LLC ($459.20K), Patron Partners LLC ($117.86K), TrueWealth Advisors LLC ($88.69K), Dynamic Advisor Solutions LLC ($82.21K), and Cambridge Investment Research Advisors Inc. ($58.75K).

How much institutional buying is happening at OneAscent Large Cap Core ETF?

Institutional investors have bought a total of 2,714,431 shares in the last 24 months. This purchase volume represents approximately $80.55M in transactions.

Which of OneAscent Large Cap Core ETF's major shareholders have been selling company stock?

The following institutional investors have sold OneAscent Large Cap Core ETF stock in the last 24 months: Atria Investments Inc ($1.67M), OneAscent Wealth Management LLC ($118.59K), Jane Street Group LLC ($38.88K), Meriwether Wealth & Planning LLC ($6.90K), Cambridge Investment Research Advisors Inc. ($4.42K), OneAscent Family Office LLC ($3.59K), and Patron Partners LLC ($2.00K).

How much institutional selling is happening at OneAscent Large Cap Core ETF?

Institutional investors have sold a total of 1,842,663 shares in the last 24 months. This volume of shares sold represents approximately $52.83M in transactions.


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This page (NYSEARCA:OALC) was last updated on 8/8/2025 by MarketBeat.com Staff
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