Who Owns OneAscent Large Cap Core ETF (OALC)?Hedge Fund & Institutional Holders

$35.27+0.09 (+0.26%)Financial ServicesNYSE_ARCA

Institutional Holders

20

as of QNaN NaN

Total Institutional Value

$36.6T

% of Float Held

QoQ Change in Holders

+20 / -0

Price History

$25.73$28.41$31.09$33.76$36.44Sep 24Jun 25Mar 26

OALC — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
Atria Investments, IncNew834K$23.8T100.00%
PATRON PARTNERS, LLCNew118K$3.4T1.82%
TrueWealth Advisors, LLCNew88K$2.5T0.82%
RFG Advisory, LLCNew70K$2.0T0.05%
JONES FINANCIAL COMPANIES LLLPNew2K$1.3T1.16%
Dynamic Advisor Solutions LLCNew28K$795.9B0.03%
Meriwether Wealth & Planning, LLCNew25K$716.9B0.47%
LPL Financial LLCNew23K$664.3B0.26%
First Heartland Consultants, Inc.New18K$524.4B0.05%
SUSQUEHANNA INTERNATIONAL GROUP, LLPNew14K$391.8B0.07%
JANE STREET GROUP, LLCNew7K$209.3B0.05%
IFP Advisors, IncNew4K$115.6B0.00%
OneAscent Financial Services LLCNew2.1M$61.5B4.01%
OSAIC HOLDINGS, INC.New2K$56.2B0.13%
EverSource Wealth Advisors, LLCNew1K$39.8B0.00%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1Atria Investments, Inc834,447$23.8T100.00%New
2PATRON PARTNERS, LLC117,859$3.4T1.82%New
3TrueWealth Advisors, LLC87,526$2.5T0.82%New
4RFG Advisory, LLC69,633$2.0T0.05%New
5JONES FINANCIAL COMPANIES LLLP2,063$1.3T1.16%New
6Dynamic Advisor Solutions LLC27,854$795.9B0.03%New
7Meriwether Wealth & Planning, LLC25,088$716.9B0.47%New
8LPL Financial LLC23,248$664.3B0.26%New
9First Heartland Consultants, Inc.18,351$524.4B0.05%New
10SUSQUEHANNA INTERNATIONAL GROUP, LLP13,710$391.8B0.07%New
11JANE STREET GROUP, LLC7,324$209.3B0.05%New
12IFP Advisors, Inc4,045$115.6B0.00%New
13OneAscent Financial Services LLC2,149,278$61.5B4.01%New
14OSAIC HOLDINGS, INC.1,965$56.2B0.13%New
15EverSource Wealth Advisors, LLC1,394$39.8B0.00%New
16OneAscent Wealth Management LLC979,614$28.0B12.13%New
17OneAscent Family Office, LLC123,807$3.5B3.30%New
18Cambridge Investment Research Advisors, Inc.95,395$2.7B0.01%New
19OneAscent Investment Solutions LLC17,072$488.0M0.58%New
20Kestra Advisory Services, LLC13,732$392.0M0.00%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 20 institutional investors hold OALC (OneAscent Large Cap Core ETF). The largest holder is Atria Investments, Inc with $23.8T in shares. This quarter, 20 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own OALC?

As of QNaN NaN, 20 institutional investors report holding OALC (OneAscent Large Cap Core ETF) in their 13F filings.

Who is the largest institutional holder of OALC?

The largest institutional holder of OALC is Atria Investments, Inc with $23.8T in shares.

Is institutional ownership of OALC increasing or decreasing?

This quarter, 20 institutions opened new positions in OALC and 0 closed their positions.