OneAscent Large Cap Core ETF (OALC)
ETF ยท NYSE Arca
OneAscent Large Cap Core ETF (OALC) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 15, 2021.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- November 15, 2021
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 29 institutions reported holding OALC, with 5.4 million shares worth $220.7 million in aggregate. The largest reported holder was Oneascent Financial Services, with 2.9 million shares worth $118.1 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Oneascent Financial Services | 2,879,184 | $118M | Added 1.53% |
| Oneascent Wealth Management | 1,070,324 | $44M | Reduced 8.37% |
| Atria Investments | 304,411 | $12M | Added 0.5% |
| Jones Financial Companies Lllp | 152,074 | $6M | Added 110.91% |
| Envestnet Asset Management | 150,498 | $6M | Added 37.08% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is OALC?
OneAscent Large Cap Core ETF (OALC) is an exchange-traded fund listed on NYSE Arca, where it has traded since November 15, 2021.
Who are the largest institutional holders of OALC?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of OALC were Oneascent Financial Services, Oneascent Wealth Management and Atria Investments.
How many institutions own OALC?
29 institutions reported a position in OALC for the quarter ended June 30, 2026, worth $220.7 million in total.
Did institutions buy or sell OALC last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for OALC.
Every reported institutional holder, plus insider and congressional trades in OALC, on SentiSense.