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OneAscent Large Cap Core ETF
OALC

Overview Fund Activity

11 hedge funds and large institutions have $119M invested in OneAscent Large Cap Core ETF in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 0 closing their positions.

Holders
11
Holders Change
+3
Holders Change %
+37.5%
% of All Funds
0.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
7
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AI
1
Atria Investments
North Carolina
$54.3M
2
OFS
2
OneAscent Financial Services
Alabama
$33.9M
3
OWM
3
OneAscent Wealth Management
Alabama
$24.6M
4
KAS
4
Kestra Advisory Services
Texas
$1.88M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.09M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$5.79K
Name Market Value Shares Shares
Change 		Shares
Change %
AI
1
Atria Investments
North Carolina
$54.3M 2,177,542 +824,743 +61%
OFS
2
OneAscent Financial Services
Alabama
$33.9M 1,353,750 +653,451 +93%
OWM
3
OneAscent Wealth Management
Alabama
$24.6M 981,212 +285,266 +41%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.09M 83,748 +33,069 +65%
KAS
5
Kestra Advisory Services
Texas
$1.88M 75,255 +38,126 +103%
RA
6
RFG Advisory
Alabama
$1.2M 48,151 +4,649 +11%
GS
7
GTS Securities
New York
$739K 29,619 +10,453 +55%
PP
8
Patron Partners
Texas
$571K 22,879 +22,879 New
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$15K 598 +598 New
EWA
10
EverSource Wealth Advisors
Alabama
$14.5K 583 +583 New
UBS Group
11
UBS Group
Switzerland
$5.79K 232 -8 -3%
CFGS
12
Concourse Financial Group Securities
Alabama
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