OALC

Oneascent Large Cap Core

+$9.3M

Net Activity

Institutions Holding

29

Popularity Rank

#7366

Avg Weight

0.89%

Total Value

$182.1M

Ownership Trend

29 institutions currently hold OALC, with 21 net buyers and 9 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

9

Net Buying Institutions

21

Key Holders

Key Holders

Top 5 by Value

OF
OneAscent Financial Services LLC
$97.2M
OW
OneAscent Wealth Management LLC
$40.0M
AI
Atria Investments, Inc
$10.4M
PP
Patron Partners, LLC
$4.4M
OF
OneAscent Family Office, LLC
$4.0M

Top 5 by Conviction

OW
OneAscent Wealth Management LLC
13.24%
OF
OneAscent Financial Services LLC
5.26%
OF
OneAscent Family Office, LLC
2.82%
PP
Patron Partners, LLC
1.96%
TA
TrueWealth Advisors, LLC
1.01%
View all 29 holding institutions

Quarterly Activity

Recent Activity

+$173.6M

Total Buy Value

$10.0M

Total Sell Value

New buy3
Trim6
Add18
Sold out3

21

Net Buyers

9

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ONEASCENT LARGE CAP CORE (OALC)?
Major stakeholders currently include OneAscent Financial Services LLC ($97.2M), OneAscent Wealth Management LLC ($40.0M), Atria Investments, Inc ($10.4M). Based on the latest 13F filings, there are a total of 29 tracked investment funds and institutions maintaining positions in OALC.
What is the overall institutional sentiment toward OALC recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $9.3M, driven by 21 managers accumulating shares while 9 reduced their exposure.
Which institutions have been selling or reducing their OALC positions?
In the latest period, 6 funds trimmed their holdings, and 3 managers completely exited their positions. The aggregate reported sell value was $10.0M.
Are there any notable investors adding OALC to their portfolios?
Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 18 existing holders added to their shares. The total reported buy value for the quarter amounted to $173.6M.

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