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OneAscent Large Cap Core ETF
OALC
OALC
41.79
USD
+0.38
0.92%
At close
Updated
Sep 3, 4:00 PM EDT
Pre-market
After hours
1 day
0.92%
5 days
-0.41%
1 month
1.31%
3 months
1.98%
6 months
17.32%
Year to date
17.39%
1 year
24.19%
5 years
65.18%
10 years
65.18%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
AI
1
Atria Investments
Charlotte,
North Carolina
| $49M | +$1.16M | +56,660 | +2% |
|
| 2 |
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $24.2M | -$36.3K | -1,770 | -0.1% |
|
| 3 |
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $20.8M | +$1.18M | +57,680 | +5% |
|
| 4 |
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.18M | -$588K | -28,715 | -31% |
|
| 5 |
RA
5
RFG Advisory
Birmingham,
Alabama
| $481K | +$101K | +4,945 | +26% |
|
| 6 |
6
Rockefeller Capital Management
New York
| $172K | -$10.2K | -500 | -5% |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $10K | -$25.8K | -1,260 | -70% |
|
| 8 |
8
Citadel Advisors
Miami,
Florida
| – | -$264K | -13,355 | Closed |
|