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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
| $54.3M | +$19.3M | +824,743 | +61% |
|
| 2 |
OFS
2
OneAscent Financial Services
Birmingham,
Alabama
| $33.9M | +$15.3M | +653,451 | +93% |
|
| 3 |
OWM
3
OneAscent Wealth Management
Birmingham,
Alabama
| $24.6M | +$6.68M | +285,266 | +41% |
|
| 4 |
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $2.09M | +$775K | +33,069 | +65% |
|
| 5 |
KAS
5
Kestra Advisory Services
Austin,
Texas
| $1.88M | +$893K | +38,126 | +103% |
|
| 6 |
RA
6
RFG Advisory
Birmingham,
Alabama
| $1.2M | +$109K | +4,649 | +11% |
|
| 7 |
GS
7
GTS Securities
Miami,
Florida
| $739K | +$245K | +10,453 | +55% |
|
| 8 |
PP
8
Patron Partners
Houston,
Texas
| $571K | +$536K | +22,879 | New |
|
| 9 |
9
Royal Bank of Canada
Toronto,
Ontario, Canada
| $15K | +$14K | +598 | New |
|
| 10 |
EWA
10
EverSource Wealth Advisors
Birmingham,
Alabama
| $14.5K | +$13.7K | +583 | New |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| $5.79K | -$187 | -8 | -3% |
|