OneAscent Large Cap Core ETF
OALC
OALC
8 hedge funds and large institutions have $64.4M invested in OneAscent Large Cap Core ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 0 reducing their positions, and 3 closing their positions.
Holders
8
Holders Change
–
Holders Change %
0%
% of All Funds
0.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
5
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $30.5M | 1,327,462 | +16,218 | +1% |
|
|
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $16.3M | 710,779 | +18,417 | +3% |
|
|
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $15M | 651,362 | +31,613 | +5% |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.15M | 50,119 | +3,962 | +9% |
|
|
RA
5
RFG Advisory
Birmingham,
Alabama
| $920K | 40,073 | +14,151 | +55% |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $376K | 16,361 | +16,361 | New |
|
7
Rockefeller Capital Management
New York
| $183K | 7,962 | +7,962 | New |
|
8
UBS Group
Zurich,
Switzerland
| $9.46K | 412 | +412 | New |
|
|
OCFG
9
O'Connor Financial Group
Quincy,
Illinois
| – | – | -23,232 | Closed |
|
10
Citadel Advisors
Miami,
Florida
| – | – | -18,093 | Closed |
|
|
EWA
11
EverSource Wealth Advisors
Birmingham,
Alabama
| – | – | -1,022 | Closed |
|
|
CFGS
12
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|