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OneAscent Large Cap Core ETF

22 hedge funds and large institutions have $158M invested in OneAscent Large Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
22
Holders Change
+2
Holders Change %
+10%
% of All Funds
0.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
11
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OFS
1
OneAscent Financial Services
Alabama
$73.7M 2,273,667 +124,389 +6%
OWM
2
OneAscent Wealth Management
Alabama
$31.8M 980,301 +687 +0.1%
AI
3
Atria Investments
North Carolina
$30M 925,763 +91,316 +11%
OFO
4
OneAscent Family Office
Alabama
$3.9M 120,213 -3,594 -3%
PP
5
Patron Partners
Texas
$3.76M 115,855 -2,004 -2%
TA
6
TrueWealth Advisors
Alabama
$2.88M 88,691 +1,165 +1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.87M 88,430 -6,965 -7%
RA
8
RFG Advisory
Alabama
$2.35M 72,517 +2,884 +4%
FHC
9
First Heartland Consultants
Missouri
$2.09M 64,417 +46,066 +251%
LPL Financial
10
LPL Financial
California
$941K 29,011 +5,763 +25%
OIS
11
OneAscent Investment Solutions
Alabama
$705K 21,713 +4,641 +27%
MWP
12
Meriwether Wealth & Planning
Louisiana
$656K 20,230 -4,858 -19%
DAS
13
Dynamic Advisor Solutions
Arizona
$561K 17,274 -10,580 -38%
Jane Street
14
Jane Street
New York
$469K 14,467 +7,143 +98%
IA
15
IFP Advisors
Florida
$457K 14,086 +10,041 +248%
KAS
16
Kestra Advisory Services
Texas
$424K 13,081 -651 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$417K 12,854 +12,854 New
Jones Financial Companies
18
Jones Financial Companies
Missouri
$165K 5,125 +4,755 +1,285%
ACA
19
Aptus Capital Advisors
Alabama
$84.5K 2,605 +2,605 New
CAM
20
Clarity Asset Management
Iowa
$23.7K 729 +729 New
Raymond James Financial
21
Raymond James Financial
Florida
$15.9K 491 +491 New
EWA
22
EverSource Wealth Advisors
Alabama
$325 10 -1,384 -99%
Osaic Holdings
23
Osaic Holdings
Arizona
-1,965 Closed