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OneAscent Large Cap Core ETF

23 hedge funds and large institutions have $159M invested in OneAscent Large Cap Core ETF in 2025 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.31%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
11
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OFS
1
OneAscent Financial Services
Alabama
$73.7M +$4.03M +124,389 +6%
OWM
2
OneAscent Wealth Management
Alabama
$31.8M +$22.3K +687 +0.1%
AI
3
Atria Investments
North Carolina
$30M +$2.96M +91,316 +11%
OFO
4
OneAscent Family Office
Alabama
$3.9M -$117K -3,594 -3%
PP
5
Patron Partners
Texas
$3.76M -$65K -2,004 -2%
TA
6
TrueWealth Advisors
Alabama
$2.88M +$37.8K +1,165 +1%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$2.87M -$226K -6,965 -7%
RA
8
RFG Advisory
Alabama
$2.35M +$93.6K +2,884 +4%
FHC
9
First Heartland Consultants
Missouri
$2.09M +$1.49M +46,066 +251%
LPL Financial
10
LPL Financial
California
$941K +$187K +5,763 +25%
OIS
11
OneAscent Investment Solutions
Alabama
$705K +$151K +4,641 +27%
MWP
12
Meriwether Wealth & Planning
Louisiana
$656K -$158K -4,858 -19%
DAS
13
Dynamic Advisor Solutions
Arizona
$561K -$343K -10,580 -38%
Jane Street
14
Jane Street
New York
$469K +$232K +7,143 +98%
IA
15
IFP Advisors
Florida
$457K +$326K +10,041 +248%
KAS
16
Kestra Advisory Services
Texas
$424K -$21.1K -651 -5%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$417K +$417K +12,854 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$280K -$165K -5,095 -37%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$165K +$153K +4,755 +1,285%
ACA
20
Aptus Capital Advisors
Alabama
$84.5K +$84.5K +2,605 New
CAM
21
Clarity Asset Management
Iowa
$23.7K +$23.7K +729 New
Raymond James Financial
22
Raymond James Financial
Florida
$15.9K +$15.9K +491 New
EWA
23
EverSource Wealth Advisors
Alabama
$325 -$45K -1,384 -99%
Osaic Holdings
24
Osaic Holdings
Arizona
-$56.2K -1,965 Closed