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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
CAM
26
Clarity Asset Management
Iowa
$23.7K +$143 +4 +0.6%
BTI
27
Blue Trust Inc
Georgia
$9.46K +$9.84K +276 New
EWA
28
EverSource Wealth Advisors
Alabama
$2.4K +$2.5K +70 New
VAI
29
Vanguard Advisers Inc
Pennsylvania
$34 +$36 +1 New
MWP
30
Meriwether Wealth & Planning
Louisiana
-$616K -17,386 Closed
CI
31
CX Institutional
Indiana
-$14K -404 Closed
Morgan Stanley
32
Morgan Stanley
New York
-$38 -1 Closed

OALC Hedge Fund Activity: Q1 2026 in Review

29 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q1 2026, worth a combined $182M — up 5.4% from $173M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new OALC positions and 3 closed out — a net gain of 1 holder — while 18 added to existing stakes and 6 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $10.4M. The largest seller was Meriwether Wealth & Planning, exiting entirely with an estimated $616K sold.

  • 29 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q1 2026, up from 28 in Q4 2025.
  • Funds reported $182M of OneAscent Large Cap Core ETF stock for Q1 2026, up 5.4% quarter-over-quarter.
  • 4 funds opened new OneAscent Large Cap Core ETF positions in Q1 2026 and 3 closed out, a net change of +1 holder.
  • The largest OneAscent Large Cap Core ETF buyer in Q1 2026 was OneAscent Financial Services, an estimated $10.4M added.
  • The largest OneAscent Large Cap Core ETF seller in Q1 2026 was Meriwether Wealth & Planning, an estimated $616K sold.

Based on aggregated 13F filings for Q1 2026.