Who Owns OALC?
OneAscent Large Cap Core ETF — Institutional Ownership & 13F Holdings
$40.09
+0.89 (+2.26%)
Market Cap
$204.8M
Shares Outstanding
5,860,099
Institutional Holders
20
Total Inst. Value
$109.0M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
8
Closed Positions
3
Increased
5
Decreased
7
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $61.5M | 2,149,278 |
| 2 | OneAscent Wealth Management LLC | $28.0M | 979,614 |
| 3 | OneAscent Family Office, LLC | $3.5M | 123,807 |
| 4 | PATRON PARTNERS, LLCNew | $3.4M | 117,859 |
| 5 | Cambridge Investment Research Advisors, Inc. | $2.7M | 95,395 |
| 6 | TrueWealth Advisors, LLCNew | $2.5M | 87,526 |
| 7 | RFG Advisory, LLC | $2.0M | 69,633 |
| 8 | JONES FINANCIAL COMPANIES LLLPNew | $1.3M | 2,063 |
| 9 | Dynamic Advisor Solutions LLCNew | $796K | 27,854 |
| 10 | Meriwether Wealth & Planning, LLC | $717K | 25,088 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OneAscent Financial Services LLC | +21K | $61.5M |
| OneAscent Family Office, LLC | +48K | $3.5M |
| PATRON PARTNERS, LLCNew | +118K | $3.4M |
| TrueWealth Advisors, LLCNew | +88K | $2.5M |
| RFG Advisory, LLC | +17K | $2.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Atria Investments, Inc | -1.5M | $24K |
| OneAscent Wealth Management LLC | -93K | $28.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -8K | $392K |
| Cambridge Investment Research Advisors, Inc. | -4K | $2.7M |
| Kestra Advisory Services, LLC | -4K | $392 |
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Frequently Asked Questions
How many institutional investors hold OALC?
As of Q1 2025, 20 institutional investors report holding OALC (OneAscent Large Cap Core ETF) in their 13F filings.
Which hedge fund owns the most OALC?
The largest institutional holder of OALC is OneAscent Financial Services LLC with $61.5M in shares.
Are institutions buying or selling OALC?
This quarter, 8 institutions opened new positions in OALC and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.