ONEASCENT LARGE CAP CORE OALC
$40.33
-0.8% 52w: $30.88 – $41.24
Latest 13F among current holders filed 39 days ago (May 27, 2026)
Price — last 12 months
research preview data30.8836.0641.24
Jun 20, 2025 Jul 2, 2026
Institutional holders
29
+1 QoQ
13F value
$182.1M
+5.4% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OALC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | Wealth advisor | 2.8M | $97.2M | 5.3% | +11.4% |
| OneAscent Wealth Management LLC | Wealth advisor | 1.2M | $40.0M | 13.2% | +0.6% |
| Atria Investments, Inc | Wealth advisor | 302.9K | $10.4M | 0.1% | +16.8% |
| PATRON PARTNERS, LLC | Other | 129.2K | $4.4M | 2.0% | +9.2% |
| OneAscent Family Office, LLC | Wealth advisor | 117.6K | $4.0M | 2.8% | -5.3% |
| TrueWealth Advisors, LLC | Wealth advisor | 116.8K | $4.0M | 1.0% | +1.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 109.8K | $3.8M | 0.0% | +62.9% |
| RFG Advisory, LLC | Wealth advisor | 84.0K | $2.9M | 0.1% | +8.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 83.6K | $2.9M | 0.0% | -0.2% |
| LPL Financial LLC | Bank broker | 75.1K | $2.6M | 0.0% | +28.3% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 72.1K | $2.4M | 0.0% | +47.3% |
| First Heartland Consultants, Inc. | Wealth advisor | 66.7K | $2.3M | 0.2% | +1.1% |
| GOLDMAN SACHS GROUP INC | Bank broker | 26.5K | $910K | 0.0% | New |
| OneAscent Investment Solutions LLC | Other | 24.6K | $843K | 0.8% | +8.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 15.9K | $545K | 0.0% | -0.4% |
| IFP Advisors, Inc | Wealth advisor | 13.4K | $460K | 0.0% | +1.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 13.0K | $445K | 0.0% | +13.8% |
| Security Financial Services, INC. | Wealth advisor | 12.8K | $440K | 0.1% | -1.0% |
| JANE STREET GROUP, LLC | Market maker | 8.8K | $301K | 0.0% | -54.0% |
| Equitable Holdings, Inc. | Wealth advisor | 8.2K | $292K | 0.0% | +15.8% |
| Plan A Wealth LLC | Wealth advisor | 8.2K | $281K | 0.1% | +3.7% |
| Values First Advisors, Inc. | Other | 7.2K | $247K | 0.1% | -4.1% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 7.2K | $246K | 0.0% | +0.1% |
| SHP Wealth Management | Wealth advisor | 4.5K | $153K | 0.0% | Held |
| Aptus Capital Advisors, LLC | Wealth advisor | 2.9K | $99K | 0.0% | +1.7% |
| Clarity Asset Management, Inc. | Wealth advisor | 691 | $24K | 0.0% | +0.6% |
| Blue Trust, Inc. | Wealth advisor | 276 | $9K | 0.0% | New |
| EverSource Wealth Advisors, LLC | Wealth advisor | 70 | $2K | 0.0% | New |
| VANGUARD ADVISERS INC | Wealth advisor | 1 | $34 | 0.0% | — |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.