Who owns OALC?
OneAscent Large Cap Core ETF · OneAscent
29 institutions reported holding OALC, worth $223.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OALC
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| OneAscent Financial Services LLC | Birmingham, AL | $118.1M | 2,879,184 | +43,385 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $43.9M | 1,070,324 | −97,741 shares |
| Atria Investments, Inc | Charlotte, NC | $12.5M | 304,411 | +1,528 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $6.2M | 152,162 | +68,578 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $6.2M | 150,498 | +40,706 shares |
| Jones Financial Companies LLLP | Des Peres, MO | $6.1M | 152,074 | +79,969 shares |
| Patron Partners, LLC | Houston, TX | $6.0M | 147,222 | +18,044 shares |
| TrueWealth Advisors, LLC | Birmingham, AL | $5.4M | 132,384 | +15,600 shares |
| LPL Financial LLC | Fort Mill, SC | $3.5M | 86,195 | +11,109 shares |
| OneAscent Family Office, LLC | Birmingham, AL | $3.5M | 85,432 | −32,183 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OALC?
29 institutional managers reported holding OALC in Form 13F filings for June 30, 2026, worth $223.8M in total. The largest reported position was held by OneAscent Financial Services LLC, at $118.1M.
Did institutions buy or sell OALC last quarter?
Reported 13F value rose 22.9% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OALC ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.