JY
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Jeff Yass’s OneAscent Large Cap Core ETF OALC Stock Holding History

Jeff Yass’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 		$602K Buy
+14,661
New +$572K ﹤0.01% 9470
2025
Q4 		– Sell
-18,931
Closed -$659K – 13208
2025
Q3 		$659K Buy
18,931
+10,316
+120% +$347K ﹤0.01% 8351
2025
Q2 		$280K Sell
8,615
-5,095
-37% -$151K ﹤0.01% 10505
2025
Q1 		$392K Sell
13,710
-7,805
-36% -$234K ﹤0.01% 9446
2024
Q4 		$637K Buy
21,515
+4,612
+27% +$139K ﹤0.01% 8079
2024
Q3 		$494K Sell
16,903
-4,339
-20% -$122K ﹤0.01% 8487
2024
Q2 		$593K Buy
+21,242
New +$574K ﹤0.01% 7859

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

Jeff Yass's OALC Position: Q2 2026 in Review

Jeff Yass opened a new position in OneAscent Large Cap Core ETF (OALC) in Q2 2026: 14,661 shares worth $602K. The stake represents ﹤0.01% of the portfolio and ranks #9470 among its holdings. This is a return to the name: Jeff Yass previously reported a position in OALC as recently as Q3 2025.

Jeff Yass first reported a position in OALC in Q2 2024 and has held it in 7 quarters since. The position peaked at $659K in Q3 2025. 29 funds tracked by Wall St. Rank hold OALC as of Q2 2026.

  • Jeff Yass held 14,661 shares of OneAscent Large Cap Core ETF worth $602K as of Q2 2026.
  • OneAscent Large Cap Core ETF was a new Jeff Yass position in Q2 2026.
  • OneAscent Large Cap Core ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9470 holding.
  • Jeff Yass first reported a position in OneAscent Large Cap Core ETF in Q2 2024 and has held it in 7 quarters since.
  • Jeff Yass's OneAscent Large Cap Core ETF position peaked at $659K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held OneAscent Large Cap Core ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.