OneAscent Large Cap Core ETF (OALC) Institutional Ownership $30.18 -0.12 (-0.38%) As of 03:17 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsBuy This Stock Institutional Ownership Changes (13F Filings) for OneAscent Large Cap Core ETF (NYSEARCA:OALC)Number ofInstitutional Buyers(last 12 months)15TotalInstitutional Inflows(last 12 months)$78.35MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$52.49M Get OALC Insider Trade Alerts Want to know when executives and insiders are buying or selling OneAscent Large Cap Core ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data OALC Institutional Buying and Selling by Quarter OneAscent Large Cap Core ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 Jane Street Group LLC7,324$209K0.0%-19.9%0.165% 5/13/2025 OneAscent Investment Solutions LLC17,072$488K0.6%N/A0.384% 5/7/2025 First 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% 5/5/2025 OneAscent 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% Get the Latest News and Ratings for OALC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for OneAscent Large Cap Core ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 2/14/2025 Jane Street Group LLC9,149$271K0.0%-26.2%0.235% 2/14/2025 Harvest Investment Services LLC6,788$201K0.0%N/A0.174% 2/12/2025 OneAscent 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% 2/11/2025 LPL 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% 11/15/2024 Jane 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% 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% 4/16/2024 OneAscent 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% Now I look stupid. Real stupid... (Ad)I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again. Here’s the full story for you.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% 1/11/2024 OneAscent Financial Services LLC1,353,750$33.89M4.2%+93.3%85.680% 11/13/2023 Kestra 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% 10/13/2023 OneAscent 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% 7/10/2023 OneAscent 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% 4/17/2023 OneAscent 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% 1/12/2023 OneAscent 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% 11/2/2022 OneAscent 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% 8/8/2022 OneAscent 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% 5/12/2022 OneAscent 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% 2/14/2022 Rockefeller 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, 17 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 ($27.99M), Atria Investments Inc ($23.84M), OneAscent Family Office LLC ($3.54M), Patron Partners LLC ($3.37M), Cambridge Investment Research Advisors Inc. ($2.73M), and TrueWealth Advisors LLC ($2.50M).Learn more on OALC's institutional investors. Which institutional investors have been buying OneAscent Large Cap Core ETF stock? Of the 16 institutional investors that purchased OneAscent Large Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($3.61M), OneAscent Wealth Management LLC ($476.93K), Atria Investments Inc ($416.90K), Patron Partners LLC ($117.86K), TrueWealth Advisors LLC ($87.53K), Dynamic Advisor Solutions LLC ($82.21K), and Cambridge Investment Research Advisors Inc. ($62.71K). How much institutional buying is happening at OneAscent Large Cap Core ETF? Institutional investors have bought a total of 5,040,798 shares in the last 24 months. This purchase volume represents approximately $140.34M in transactions. Which OneAscent Large Cap Core ETF 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 ($133.42K), Jane Street Group LLC ($38.88K), Cambridge Investment Research Advisors Inc. ($4.42K), and Meriwether Wealth & Planning LLC ($2.04K). How much institutional selling is happening at OneAscent Large Cap Core ETF? Institutional investors have sold a total of 1,847,040 shares in the last 24 months. This volume of shares sold represents approximately $52.82M in transactions. Related Companies AllianzIM U.S. Large Cap Buffer10 Oct ETF Major Shareholders ProShares Short Dow30 Major Shareholders BNY Mellon Emerging Markets Equity ETF Major Shareholders Timothy Plan International ETF Major Shareholders Invesco S&P 500 BuyWrite ETF Major Shareholders Pacer Lunt Large Cap Alternator ETF Major Shareholders Hartford Disciplined US Equity ETF Major Shareholders ProShares Nasdaq-100 High Income ETF Major Shareholders Inspire Global Hope ETF Major Shareholders Direxion Daily CSI 300 China A Share Bull 2x Shares Major Shareholders This page (NYSEARCA:OALC) was last updated on 5/23/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... A single announcement by July 22nd could soon b...Altimetry | SponsoredTrump’s treachery Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...Porter & Company | SponsoredBuffett’s favorite chart just hit 209% – here’s what that means for goldA Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...Golden Portfolio | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredTrump’s Bitcoin Reserve is No Accident…Bitcoin's supply is being drained at unprecedented rates, but while most investors focus solely on Bitcoin, th...Crypto 101 Media | SponsoredIs President Trump Lying To You With This?President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to ...Colonial Metals | SponsoredJuly 2025 Rule Change to Impact Retirement InvestorsThere's a massive change from a new rule going into effect this July. And it's one the Big Banks are alread...Premier Gold Co | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding OneAscent Large Cap Core ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share OneAscent Large Cap Core ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Buy OALC Stock Free OALC Stock Alerts