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OneAscent Large Cap Core ETF

29 hedge funds and large institutions have $182M invested in OneAscent Large Cap Core ETF in 2026 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 6

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

5% more capital invested

Capital invested by funds: $173M → $182M (+$9.26M)

4% more funds holding

Funds holding: 2829 (+1)

2.56% more ownership

Funds ownership: 89.48%92.05% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
18
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$97.2M +$10.4M +290,409 +11%
OWM
2
OneAscent Wealth Management
Alabama
$40M +$237K +6,646 +0.6%
AI
3
Atria Investments
North Carolina
$10.4M +$1.55M +43,567 +17%
PP
4
Patron Partners
Texas
$4.43M +$389K +10,910 +9%
OFO
5
OneAscent Family Office
Alabama
$4.03M -$233K -6,540 -5%
TA
6
TrueWealth Advisors
Alabama
$4M +$57.5K +1,613 +1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.76M +$1.51M +42,390 +63%
RA
8
RFG Advisory
Alabama
$2.88M +$225K +6,314 +8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.87M -$6.03K -169 -0.2%
LPL Financial
10
LPL Financial
California
$2.57M +$591K +16,569 +28%
Jones Financial Companies
11
Jones Financial Companies
Missouri
$2.43M +$826K +23,164 +47%
FHC
12
First Heartland Consultants
Missouri
$2.28M +$25.1K +704 +1%
Goldman Sachs
13
Goldman Sachs
New York
$910K +$946K +26,539 New
OIS
14
OneAscent Investment Solutions
Alabama
$843K +$66.1K +1,853 +8%
DAS
15
Dynamic Advisor Solutions
Arizona
$545K -$2.28K -64 -0.4%
IA
16
IFP Advisors
Florida
$460K +$5.71K +160 +1%
KAS
17
Kestra Advisory Services
Texas
$445K +$56.1K +1,573 +14%
SFS
18
Security Financial Services
Indiana
$440K -$4.56K -128 -1%
Jane Street
19
Jane Street
New York
$301K -$367K -10,298 -54%
EH
20
Equitable Holdings
New York
$292K +$40.1K +1,126 +16%
PAW
21
Plan A Wealth
Nebraska
$281K +$10.4K +292 +4%
VFA
22
Values First Advisors
Tennessee
$247K -$11K -308 -4%
Rockefeller Capital Management
23
Rockefeller Capital Management
New York
$246K +$214 +6 +0.1%
SWM
24
SHP Wealth Management
Massachusetts
$153K
ACA
25
Aptus Capital Advisors
Alabama
$99.1K +$1.75K +49 +2%