OneAscent Large Cap Core ETF
OALC
26 hedge funds and large institutions have $135M invested in OneAscent Large Cap Core ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
38% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 8
13% more funds holding
Funds holding: 23 → 26 (+3)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
15% less capital invested
Capital invested by funds: $159M → $135M (-$23.2M)
29.06% less ownership
Funds ownership: 109.28% → 80.22% (-29%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$2.99M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.08M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
+$570K |
| 4 |
TA
TrueWealth Advisors
Birmingham,
Alabama
|
+$378K |
| 5 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
-$34.3M |
| 2 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$5.47M |
| 3 |
Jane Street
New York
|
-$469K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$259K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$69.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWA
26
EverSource Wealth Advisors
Birmingham,
Alabama
| $348 | – | – | – |
|
|
27
Jane Street
New York
| – | -$469K | -14,467 | Closed |
|
28
Raymond James Financial
St Petersburg,
Florida
| – | -$15.9K | -491 | Closed |
|
OALC Hedge Fund Activity: Q3 2025 in Review
26 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q3 2025, worth a combined $135M — down 15% from $159M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new OALC positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 8 trimmed.
The largest buyer was OneAscent Wealth Management, adding an estimated $2.99M. The largest seller was OneAscent Financial Services, cutting an estimated $34.3M.
- 26 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q3 2025, up from 23 in Q2 2025.
- Funds reported $135M of OneAscent Large Cap Core ETF stock for Q3 2025, down 15% quarter-over-quarter.
- 5 funds opened new OneAscent Large Cap Core ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
- The largest OneAscent Large Cap Core ETF buyer in Q3 2025 was OneAscent Wealth Management, an estimated $2.99M added.
- The largest OneAscent Large Cap Core ETF seller in Q3 2025 was OneAscent Financial Services, an estimated $34.3M sold.
Based on aggregated 13F filings for Q3 2025.