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OneAscent Large Cap Core ETF

20 hedge funds and large institutions have $132M invested in OneAscent Large Cap Core ETF in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
20
Holders Change
+4
Holders Change %
+25%
% of All Funds
0.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
6
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFS
1
OneAscent Financial Services
Alabama
$61.5M +$602K +21,013 +1%
OWM
2
OneAscent Wealth Management
Alabama
$28M -$2.67M -93,494 -9%
AI
3
Atria Investments
North Carolina
$23.8M -$44M -1,540,489 -65%
OFO
4
OneAscent Family Office
Alabama
$3.54M +$1.37M +47,785 +63%
PP
5
Patron Partners
Texas
$3.37M +$301K +10,519 +10%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$2.73M -$126K -4,418 -4%
TA
7
TrueWealth Advisors
Alabama
$2.5M +$340K +11,911 +16%
RA
8
RFG Advisory
Alabama
$1.99M +$487K +17,045 +32%
DAS
9
Dynamic Advisor Solutions
Arizona
$796K +$796K +27,854 New
MWP
10
Meriwether Wealth & Planning
Louisiana
$717K -$58.4K -2,042 -8%
LPL Financial
11
LPL Financial
California
$664K +$129K +4,503 +24%
FHC
12
First Heartland Consultants
Missouri
$524K +$524K +18,351 New
OIS
13
OneAscent Investment Solutions
Alabama
$488K +$488K +17,072 New
KAS
14
Kestra Advisory Services
Texas
$392K -$124K -4,322 -24%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$392K -$223K -7,805 -36%
Jane Street
16
Jane Street
New York
$209K -$52.1K -1,825 -20%
IA
17
IFP Advisors
Florida
$116K +$27.8K +974 +32%
Osaic Holdings
18
Osaic Holdings
Arizona
$56.2K +$56.2K +1,965 New
EWA
19
EverSource Wealth Advisors
Alabama
$39.8K +$39.8K +1,394 New
Jones Financial Companies
20
Jones Financial Companies
Missouri
$10.5K +$10.5K +370 New
HIS
21
Harvest Investment Services
Illinois
-$201K -6,788 Closed
UBS Group
22
UBS Group
Switzerland
-$158K -5,318 Closed