OneAscent Large Cap Core ETF
OALC
28 hedge funds and large institutions have $173M invested in OneAscent Large Cap Core ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
28% more capital invested
Capital invested by funds: $135M → $173M (+$37.5M)
9.26% more ownership
Funds ownership: 80.22% → 89.48% (+9.3%)
8% more funds holding
Funds holding: 26 → 28 (+2)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OFS
OneAscent Financial Services
Birmingham,
Alabama
|
+$45.6M |
| 2 |
OWM
OneAscent Wealth Management
Birmingham,
Alabama
|
+$3.25M |
| 3 |
LPL Financial
San Diego,
California
|
+$977K |
| 4 |
Jones Financial Companies
Des Peres,
Missouri
|
+$946K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$793K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
-$17.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$659K |
| 3 |
OFO
OneAscent Family Office
Birmingham,
Alabama
|
-$232K |
| 4 |
MWP
Meriwether Wealth & Planning
Minden,
Louisiana
|
-$83K |
| 5 |
PP
Patron Partners
Houston,
Texas
|
-$13.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAM
26
Clarity Asset Management
Ames,
Iowa
| $24.4K | -$1.48K | -42 | -6% |
|
|
CI
27
CX Institutional
Auburn,
Indiana
| $14K | +$14.2K | +404 | New |
|
28
Morgan Stanley
New York
| $38 | +$35 | +1 | New |
|
|
29
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$659K | -18,931 | Closed |
|
|
EWA
30
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$348 | -10 | Closed |
|
OALC Hedge Fund Activity: Q4 2025 in Review
28 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in OneAscent Large Cap Core ETF (OALC) for Q4 2025, worth a combined $173M — up 28% from $135M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OALC positions and 2 closed out — a net gain of 2 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was OneAscent Financial Services, adding an estimated $45.6M. The largest seller was Atria Investments, cutting an estimated $17.7M.
- 28 institutional investors held OneAscent Large Cap Core ETF (OALC) as of Q4 2025, up from 26 in Q3 2025.
- Funds reported $173M of OneAscent Large Cap Core ETF stock for Q4 2025, up 28% quarter-over-quarter.
- 4 funds opened new OneAscent Large Cap Core ETF positions in Q4 2025 and 2 closed out, a net change of +2 holders.
- The largest OneAscent Large Cap Core ETF buyer in Q4 2025 was OneAscent Financial Services, an estimated $45.6M added.
- The largest OneAscent Large Cap Core ETF seller in Q4 2025 was Atria Investments, an estimated $17.7M sold.
Based on aggregated 13F filings for Q4 2025.