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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
| $50.5M | -$3.45M | -170,786 | -6% |
|
| 2 |
OWM
2
OneAscent Wealth Management
Birmingham,
Alabama
| $25.6M | -$1.12M | -55,412 | -4% |
|
| 3 |
OFS
3
OneAscent Financial Services
Birmingham,
Alabama
| $22.1M | -$921K | -45,647 | -4% |
|
| 4 |
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.35M | +$46.7K | +2,313 | +4% |
|
| 5 |
RA
5
RFG Advisory
Birmingham,
Alabama
| $562K | +$17.9K | +889 | +4% |
|
| 6 |
6
Rockefeller Capital Management
New York
| $163K | -$26.4K | -1,308 | -14% |
|
| 7 |
7
UBS Group
Zurich,
Switzerland
| $27K | +$15.7K | +780 | +146% |
|