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OALC · ONEASCENT LARGE CAP CORE ETF ETF

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$41.77 -0.02 (-0.05%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $30,964,426
Total Shares: 1,402,438

Institutional Ownership Trend

6 quarters

Holder Concentration

Across 6 13F filers · Δ vs Dec 31, 2022
Top Holder
93.5%
Dec 2021 → Mar 2023 · range 50.5% – 99.8%
+43.0 pts
Top 5
100.0%
Dec 2021 → Mar 2023 · range 99.5% – 100.0%
+0.2 pts
Top 10
100.0%
Dec 2021 → Mar 2023 · range 100.0% – 100.0%
0.0 pts
HHI
8,758
Dec 2021 → Mar 2023 · range 3,676 – 9,958
Highly concentrated+5,074

Quarterly Activity

vs Dec 31, 2022
New
2
Increased
1
Decreased
2
Sold Out
4
Unchanged
1
Holder count: -2
Institutional value: -69.0%
Shares held: -71.2%

Top Buyers

vs Dec 31, 2022
Institution Added Now Holds Open
RFG Advisory, LLC +978 25,922

Top Sellers

vs Dec 31, 2022
Institution Sold Now Holds Open
Atria Investments, Inc −1,149,680 1,311,244
Cambridge Investment Research Advisors, Inc. −19,640 46,157

Top New Positions

vs Dec 31, 2022
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 18,093 $399,475
EverSource Wealth Advisors, LLC 1,022 $22,564

Top Sold-Out Positions

vs Dec 31, 2022
Institution Previously Held Last Value (USD) Open
OneAscent Wealth Management LLC 1,241,649 $25,473,670
OneAscent Financial Services LLC 1,071,924 $21,991,592
Rockefeller Capital Management L.P. 7,958 $163,266
UBS Group AG 1,316 $26,999
Filter: New 2 Increased 1 Reduced 2 Sold out 4 Unchanged 1
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Atria Investments, Inc OALC $28,950,956 93.50% 1,311,244
Cambridge Investment Research Advisors, Inc. OALC $1,019,100 3.29% 46,157
RFG Advisory, LLC OALC $572,331 1.85% 25,922
CITADEL ADVISORS LLC OALC $399,475 1.29% 18,093
EverSource Wealth Advisors, LLC OALC $22,564 0.07% 1,022
PROEQUITIES, INC. OALC $0 0.00% 0