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OneAscent Large Cap Core ETF (OALC) Institutional Ownership

$42.44 -0.08 (-0.19%)
As of 12:29 PM Eastern
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Institutional Ownership Changes (13F Filings) for OneAscent Large Cap Core ETF (NYSEARCA:OALC)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$59.96M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$119.65M
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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
7/8/2026 First Heartland Consultants Inc.65,914$2.71M0.2%-1.1%1.093%
7/8/2026 TrueWealth Advisors LLC132,384$5.43M1.2%+13.4%2.195%
4/30/2026 Kestra Advisory Services LLC12,982$445K0.0%+13.8%0.229%
4/20/2026 RFG Advisory LLC83,994$2.88M0.1%+8.1%1.479%
4/17/2026 Values First Advisors Inc.7,215$247K0.1%-4.1%0.127%
3/4/2026 SHP Wealth Management4,450$158K0.0%N/A0.080%
2/13/2026 Kestra Advisory Services LLC11,409$404K0.0%+3.7%0.206%
2/12/2026Jane Street Group LLC19,069$676K0.0%N/A0.345%
2/11/2026 LPL Financial LLC58,517$2.07M0.0%+90.1%1.058%
2/11/2026 Patron Partners LLC118,268$4.19M1.9%-0.3%2.139%
2/11/2026 OneAscent Wealth Management LLC1,161,419$41.17M13.7%+8.6%21.002%
2/11/2026 OneAscent Investment Solutions LLC22,751$807K0.9%+1.8%0.411%
2/11/2026 OneAscent Financial Services LLC2,545,390$90.23M8.3%+103.3%46.029%
2/11/2026 OneAscent Family Office LLC124,155$4.40M3.0%-5.0%2.245%
2/6/2026 IFP Advisors Inc13,259$470K0.0%-2.4%0.240%
2/5/2026 Atria Investments Inc259,316$9.19M0.1%-66.0%4.689%
2/3/2026 RFG Advisory LLC77,680$2.75M0.1%+7.9%1.395%
1/30/2026 Values First Advisors Inc.7,523$267K0.1%+88.2%0.135%
1/27/2026 Security Financial Services INC.12,956$459K0.1%+32.1%0.233%
1/14/2026 Meriwether Wealth & Planning LLC17,386$616K0.3%-11.9%0.316%
1/9/2026 First Heartland Consultants Inc.65,955$2.34M0.2%+0.8%1.199%
1/7/2026 TrueWealth Advisors LLC115,171$4.08M1.1%+15.2%2.113%
11/17/2025Susquehanna International Group LLP18,931$659K0.0%+119.7%0.376%
11/14/2025Equitable Holdings Inc.7,109$247K0.0%N/A0.141%
11/10/2025 First Heartland Consultants Inc.65,406$2.28M0.2%+1.5%1.300%
11/6/2025 Atria Investments Inc762,988$26.56M0.3%-17.6%15.169%
11/6/2025 Plan A Wealth LLC8,102$282K0.1%N/A0.161%
11/6/2025 RFG Advisory LLC71,967$2.51M0.1%-0.8%1.431%
11/5/2025 Envestnet Asset Management Inc.44,887$1.56M0.0%+249.2%0.892%
11/4/2025Jones Financial Companies Lllp22,077$763K0.0%+330.8%0.439%
11/4/2025 OneAscent Investment Solutions LLC22,344$778K0.8%+2.9%0.444%
10/31/2025 OneAscent Wealth Management LLC1,069,282$37.22M12.5%+9.1%21.258%
10/31/2025 Patron Partners LLC118,651$4.13M1.9%+2.4%2.359%
10/31/2025 OneAscent Financial Services LLC1,251,783$43.57M4.0%-44.9%24.886%
10/31/2025 OneAscent Family Office LLC130,736$4.55M3.7%+8.8%2.599%
10/22/2025 OneAscent Financial Services LLC547,274$19.05M2.8%-75.9%11.012%
10/21/2025 Values First Advisors Inc.3,998$139K0.1%N/A0.080%
10/15/2025 TrueWealth Advisors LLC99,936$3.48M0.9%+12.7%2.019%
10/15/2025 Meriwether Wealth & Planning LLC19,743$687K0.4%-2.4%0.400%
10/14/2025 Security Financial Services INC.9,810$341K0.1%N/A0.199%
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10/9/2025 Dynamic Advisor Solutions LLC16,141$562K0.0%-6.6%0.329%
8/14/2025Jane Street Group LLC14,467$469K0.0%+97.5%0.325%
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%
5/6/2025Atria Investments Inc834,447$23.84M0.3%-64.9%18.752%
5/5/2025OneAscent Wealth Management LLC979,614$27.99M12.1%-8.7%22.888%
5/5/2025IFP Advisors Inc4,045$116K0.0%+31.7%0.095%
5/5/2025OneAscent Financial Services LLC2,149,278$61.53M4.0%+1.0%50.217%
5/5/2025OneAscent Family Office LLC123,807$3.54M3.3%+62.9%2.893%
4/24/2025Patron Partners LLC117,859$3.37M1.8%+9.8%2.754%
4/22/2025Cambridge Investment Research Advisors Inc.95,395$2.73M0.0%-4.4%2.229%
4/21/2025Meriwether Wealth & Planning LLC25,088$717K0.5%-7.5%0.586%
4/17/2025Dynamic Advisor Solutions LLC27,854$796K0.0%N/A0.651%
4/10/2025TrueWealth Advisors LLC87,526$2.50M0.8%+15.8%2.135%
4/9/2025RFG 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%
2/12/2025OneAscent Wealth Management LLC1,073,108$31.80M13.1%+3.5%27.516%
2/11/2025LPL Financial LLC18,745$555K0.0%+12.7%0.481%
2/7/2025Meriwether Wealth & Planning LLC27,130$804K0.6%N/A0.696%
2/6/2025Atria Investments Inc2,374,936$70.37M0.9%+4.8%60.896%
2/4/2025IFP Advisors Inc3,071$91K0.0%+168.2%0.079%
1/24/2025Patron Partners LLC107,340$3.18M1.7%+24.6%2.752%
1/21/2025RFG Advisory LLC52,588$1.56M0.0%+2.0%1.348%
1/15/2025TrueWealth Advisors LLC75,615$2.24M0.7%+20.5%1.939%
11/15/2024Jane Street Group LLC12,394$362K0.0%-73.2%0.318%
11/7/2024OneAscent Wealth Management LLC1,036,449$30.31M11.5%-2.4%26.576%
11/5/2024Patron Partners LLC86,125$2.52M1.4%+3.5%2.208%
11/1/2024Atria Investments Inc2,267,064$66.29M0.8%-5.3%58.130%
10/29/2024TrueWealth Advisors LLC62,733$1.83M0.6%N/A1.609%
10/8/2024Dynamic Advisor Solutions LLC54,354$1.59M0.0%+26.8%1.394%
8/6/2024Patron Partners LLC83,249$2.33M1.4%+16.5%2.135%
7/26/2024Cambridge Investment Research Advisors Inc.108,870$3.04M0.0%+2.7%2.792%
7/15/2024Dynamic Advisor Solutions LLC42,866$1.20M0.0%N/A1.099%
7/15/2024RFG Advisory LLC50,828$1.42M0.0%+3.9%1.303%
5/21/2024Atria Investments Inc2,445,018$66.87M0.9%+12.3%62.693%
5/3/2024Patron Partners LLC71,467$1.96M1.2%+212.4%1.866%
4/25/2024Cambridge 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%
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4/16/2024OneAscent Wealth Management LLC1,117,804$30.57M11.7%+13.9%29.416%
4/11/2024RFG Advisory LLC48,929$1.34M0.0%+1.6%1.288%
2/9/2024Cambridge Investment Research Advisors Inc.83,748$2.09M0.0%+65.3%5.301%
1/25/2024RFG Advisory LLC48,151$1.20M0.0%+10.7%3.048%
1/18/2024Patron Partners LLC22,879$571K0.4%N/A1.448%
1/11/2024OneAscent 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%
11/7/2023Atria Investments Inc1,352,799$30.44M0.5%+1.9%85.620%
10/24/2023Cambridge Investment Research Advisors Inc.50,679$1.14M0.0%+1.1%3.208%


OALC Institutional Ownership - Frequently Asked Questions

During the previous two years, 25 institutional investors and hedge funds held shares of OneAscent Large Cap Core ETF. The most heavily invested institutionals were OneAscent Financial Services LLC ($90.23M), OneAscent Wealth Management LLC ($41.17M), Atria Investments Inc ($9.19M), TrueWealth Advisors LLC ($5.43M), OneAscent Family Office LLC ($4.40M), Patron Partners LLC ($4.19M), and RFG Advisory LLC ($2.88M).Learn more on OneAscent Large Cap Core ETF's institutional investors.

Of the 24 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 ($3.44M), OneAscent Wealth Management LLC ($218.46K), Atria Investments Inc ($199.19K), TrueWealth Advisors LLC ($130.77K), OneAscent Family Office LLC ($58.31K), Envestnet Asset Management Inc. ($44.89K), and Dynamic Advisor Solutions LLC ($39.34K).

Institutional investors have bought a total of 1,692,954 shares in the last 24 months. This purchase volume represents approximately $59.96M in transactions.

Of the 10 institutional investors that sold OneAscent Large Cap Core ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OneAscent Financial Services LLC ($2.75M), Atria Investments Inc ($666.45K), OneAscent Family Office LLC ($6.58K), Meriwether Wealth & Planning LLC ($2.84K), Dynamic Advisor Solutions LLC ($1.13K), First Heartland Consultants Inc. ($745.00), and RFG Advisory LLC ($550.00).

Institutional investors have sold a total of 3,427,601 shares in the last 24 months. This volume of shares sold represents approximately $119.65M in transactions.


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Institutional ownership data for NYSEARCA:OALC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/8/2026. New 13F filings are added each quarter as they're published.
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