OneAscent Large Cap Core ETF
OALC
OALC
8 hedge funds and large institutions have $65.2M invested in OneAscent Large Cap Core ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 1 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
1
Increased
5
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
OWM
1
OneAscent Wealth Management
Birmingham,
Alabama
|
$15.7M |
| 2 |
2
Rockefeller Capital Management
New York
|
$0 |
| 3 |
3
UBS Group
Zurich,
Switzerland
|
$5.4K |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AI
1
Atria Investments
Charlotte,
North Carolina
| $30.4M | 1,352,799 | +25,337 | +2% |
|
|
OFS
2
OneAscent Financial Services
Birmingham,
Alabama
| $15.8M | 700,299 | +48,937 | +8% |
|
|
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $15.7M | 695,946 | -14,833 | -2% |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.14M | 50,679 | +560 | +1% |
|
|
RA
5
RFG Advisory
Birmingham,
Alabama
| $979K | 43,502 | +3,429 | +9% |
|
|
KAS
6
Kestra Advisory Services
Austin,
Texas
| $835K | 37,129 | +20,768 | +127% |
|
|
GS
7
GTS Securities
New York
| $431K | 19,166 | +19,166 | New |
|
|
8
UBS Group
Zurich,
Switzerland
| $5.4K | 240 | -172 | -42% |
|
|
9
Rockefeller Capital Management
New York
| – | – | -7,962 | Closed |
|
|
CFGS
10
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|