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Cliff Asness’s OneAscent Large Cap Core ETF OALC Stock Holding History

Cliff Asness’s Portfolio OALC Stock Details OALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$434K Buy
+10,582
New +$413K ﹤0.01% 3456

Other funds holding OALC

OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PP
Patron Partners Houston, Texas $260M AUM 31.01% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OFO
OneAscent Family Office Birmingham, Alabama $198M AUM 34.53% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Cliff Asness's OALC Position: Q2 2026 in Review

Cliff Asness opened a new position in OneAscent Large Cap Core ETF (OALC) in Q2 2026: 10,582 shares worth $434K. The stake represents ﹤0.01% of the portfolio and ranks #3456 among its holdings.

29 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

  • Cliff Asness held 10,582 shares of OneAscent Large Cap Core ETF worth $434K as of Q2 2026.
  • OneAscent Large Cap Core ETF was a new Cliff Asness position in Q2 2026.
  • OneAscent Large Cap Core ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3456 holding.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.