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OneAscent Large Cap Core ETF
OALC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
OneAscent Financial Services
1
OneAscent Financial Services
Alabama
USD 118 M +USD 1.69 M +43,385 +2%
OWM
2
OneAscent Wealth Management
Alabama
USD 43.9 M -USD 3.81 M -97,741 -8%
Atria Investments
3
Atria Investments
North Carolina
USD 12.5 M +USD 59.6 k +1,528 +0.5%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 6.18 M +USD 1.59 M +40,706 +37%
Jones Financial Companies
5
Jones Financial Companies
Missouri
USD 6.1 M +USD 3.12 M +79,969 +111%
PP
6
Patron Partners
Texas
USD 6.04 M +USD 703 k +18,044 +14%
TA
7
TrueWealth Advisors
Alabama
USD 5.43 M +USD 608 k +15,600 +13%
LPL Financial
8
LPL Financial
California
USD 3.54 M +USD 433 k +11,109 +15%
OFO
9
OneAscent Family Office
Alabama
USD 3.51 M -USD 1.25 M -32,183 -27%
RFG Advisory
10
RFG Advisory
Alabama
USD 3.49 M +USD 45.3 k +1,161 +1%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
USD 3.12 M -USD 293 k -7,503 -9%
First Heartland Consultants
12
First Heartland Consultants
Missouri
USD 2.7 M -USD 29 k -745 -1%
OIS
13
OneAscent Investment Solutions
Alabama
USD 1.04 M +USD 24.4 k +627 +3%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
USD 602 k +USD 572 k +14,661 Nuevas
SFS
15
Security Financial Services
Indiana
USD 569 k +USD 40.5 k +1,038 +8%
IFP Advisors
16
IFP Advisors
Florida
USD 542 k -USD 8.11 k -208 -2%
Kestra Advisory Services
17
Kestra Advisory Services
Texas
USD 511 k -USD 20.2 k -517 -4%
AQR Capital Management
18
AQR Capital Management
Connecticut
USD 434 k +USD 413 k +10,582 Nuevas
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
USD 336 k +USD 319 k +8,185 Nuevas
PAW
20
Plan A Wealth
Nebraska
USD 336 k -USD 312 -8 -0.1%
Equitable Holdings
21
Equitable Holdings
New York
USD 327 k -USD 10.4 k -266 -3%
Flow Traders U.S.
22
Flow Traders U.S.
New York
USD 322 k +USD 306 k +7,837 Nuevas
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
USD 294 k – – –
Jane Street
24
Jane Street
New York
USD 232 k -USD 122 k -3,121 -36%
VFA
25
Values First Advisors
Tennessee
USD 185 k -USD 106 k -2,709 -38%
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