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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
| $30.4M | +$585K | +25,337 | +2% |
|
| 2 |
OFS
2
OneAscent Financial Services
Birmingham,
Alabama
| $15.8M | +$1.13M | +48,937 | +8% |
|
| 3 |
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $15.7M | -$342K | -14,833 | -2% |
|
| 4 |
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $1.14M | +$12.9K | +560 | +1% |
|
| 5 |
RA
5
RFG Advisory
Birmingham,
Alabama
| $979K | +$79.1K | +3,429 | +9% |
|
| 6 |
KAS
6
Kestra Advisory Services
Austin,
Texas
| $835K | +$479K | +20,768 | +127% |
|
| 7 |
GS
7
GTS Securities
Miami,
Florida
| $431K | +$442K | +19,166 | New |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $5.4K | -$3.97K | -172 | -42% |
|
| 9 |
9
Rockefeller Capital Management
New York
| – | -$183K | -7,962 | Closed |
|