Who Owns ONEASCENT LARGE CAP CORE ETF (OALC)? -- Institutional Holders (2026-06-30)

33 institutions reported holding $220.7M of ONEASCENT LARGE CAP CORE ETF (OALC) in SEC 13F filings for 2026-06-30. Largest institutional holders: OneAscent Financial Services LLC ($118.1M), OneAscent Wealth Management LLC ($43.9M), Atria Investments, Inc ($12.5M), ENVESTNET ASSET MANAGEMENT INC ($6.2M), JONES FINANCIAL COMPANIES LLLP ($6.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	OneAscent Financial Services LLC	$118.1M	2.9M	Added
2	OneAscent Wealth Management LLC	$43.9M	1.1M	Trimmed
3	Atria Investments, Inc	$12.5M	304,411	Added
4	ENVESTNET ASSET MANAGEMENT INC	$6.2M	150,498	Added
5	JONES FINANCIAL COMPANIES LLLP	$6.1M	152,074	Added
6	PATRON PARTNERS, LLC	$6.0M	147,222	Added
7	TrueWealth Advisors, LLC	$5.4M	132,384	Added
8	LPL Financial LLC	$3.5M	86,195	Added
9	OneAscent Family Office, LLC	$3.5M	85,432	Trimmed
10	RFG Advisory, LLC	$3.5M	85,155	Added
11	Cambridge Investment Research Advisors, Inc.	$3.1M	76,081	Trimmed
12	First Heartland Consultants, Inc.	$2.7M	65,914	Trimmed
13	OneAscent Investment Solutions LLC	$1.0M	25,231	Added
14	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$601,592	14,661	New
15	Security Financial Services, INC.	$568,971	13,866	Added
16	IFP Advisors, Inc	$542,094	13,211	Trimmed
17	Kestra Advisory Services, LLC	$511,485	12,465	Trimmed
18	AQR CAPITAL MANAGEMENT LLC	$434,220	10,582	New
19	COMMONWEALTH EQUITY SERVICES, LLC	$335,860	8,185	New
20	Plan A Wealth LLC	$335,654	8,180	Trimmed
21	Equitable Holdings, Inc.	$326,996	7,969	Trimmed
22	FLOW TRADERS U.S. LLC	$322,000	7,837	New
23	Rockefeller Capital Management L.P.	$294,373	7,173	Hold
24	JANE STREET GROUP, LLC	$231,839	5,650	Trimmed
25	Values First Advisors, Inc.	$184,912	4,506	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30