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OneAscent Large Cap Core ETF

8 hedge funds and large institutions have $100M invested in OneAscent Large Cap Core ETF in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and closing their positions.

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
3
Increased
5
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AI
1
Atria Investments
North Carolina
$50.9M 2,575,050 +132,374 +5%
OWM
2
OneAscent Wealth Management
Alabama
$25.7M 1,298,831 +106,661 +9%
OFS
3
OneAscent Financial Services
Alabama
$21M 1,059,891 +71,276 +7%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.82M 92,199 +92,199 New
RA
5
RFG Advisory
Alabama
$407K 19,110 +19,110 New
Citadel Advisors
6
Citadel Advisors
Florida
$264K 13,355 +13,355 New
Rockefeller Capital Management
7
Rockefeller Capital Management
New York
$193K 9,766 +2,526 +35%
UBS Group
8
UBS Group
Switzerland
$36K 1,796 +1,589 +768%
CFGS
9
Concourse Financial Group Securities
Alabama