OneAscent Large Cap Core
OALC • ARCA
OneAscent Large Cap Core is an exchange-traded fund on ARCA. As of Q3 2025, 26 institutional investors hold shares in this ETF, with total holdings valued at $135.4M. OneAscent Financial Services LLC is the largest holder with a position valued at $43.6M.
Overview
Overview of institutional ownership in OALC as of Q3 2025
All Institutions
- Institutions
- 26
- Value Held
- $135.4M
- Shares Held
- 3.9M
- Avg Position
- $5.2M
- Median Position
- $725.2K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in OALC as of Q3 2025
| Institution | Position Value |
|---|---|
O OneAscent Financial Services LLC RIA/Wealth | $43.6M 4.06% of portfolio |
O OneAscent Wealth Management LLC RIA/Wealth | $37.2M 12.87% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $26.6M 0.31% of portfolio |
O OneAscent Family Office, LLC Institution | $4.6M 3.80% of portfolio |
 PATRON PARTNERS ADVISORS, LLC RIA/Wealth | $4.1M 1.87% of portfolio |
 TrueWealth Advisors, LLC RIA/Wealth | $3.5M 1.03% of portfolio |
$2.8M 0.01% of portfolio | |
 RFG Advisory Group, LLC RIA/Wealth | $2.5M 0.08% of portfolio |
 First Heartland Consultants, Inc. RIA/Wealth | $2.3M 0.19% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $1.6M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for OALC in Q3 2025
- Traded
- −$34.8M
- Buyers
- 16
- Sellers
- 10
- Total Bought
- +$7.4M
- Total Sold
- −$42.2M
- Avg Position
- $4.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
O OneAscent Wealth Management LLC RIA/Wealth | +$3.1M +89.0K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$1.1M +32.0K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$586.0K +17.0K shares |
TrueWealth Advisors, LLC RIA/Wealth | +$391.4K +11.2K shares |
O OneAscent Family Office, LLC Institution | +$366.3K +10.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$359.1K +10.3K shares |
 Security Financial Services, INC. RIA/Wealth | +$341.5K +9.8K shares |
 Plan A Wealth LLC RIA/Wealth | +$282.0K +8.1K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$249.5K +7.2K shares |
 Equitable Holdings, Inc. Institution | +$247.5K +7.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
O OneAscent Financial Services LLC RIA/Wealth | −$35.6M −1.0M shares |
A ATRIA INVESTMENTS LLC Institution | −$5.7M −162.8K shares |
J JANE STREET GROUP, LLC Institution | −$469.5K −14.5K shares |
−$267.9K −7.7K shares | |
 Kestra Advisory Services, LLC RIA/Wealth | −$72.3K −2.1K shares |
D Dynamic Advisors Solutions LLC Institution | −$39.4K −1.1K shares |
RFG Advisory Group, LLC RIA/Wealth | −$19.1K −550.0 shares |
 IFP Advisors, Inc RIA/Wealth | −$17.2K −494.0 shares |
M Meriwether Wealth & Planning, LLC RIA/Wealth | −$17.0K −487.0 shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$15.9K −491.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited OALC in Q3 2025
- New Positions
- 3
- New Value
- $728.1K
- Exited Positions
- 2
- Exited Value
- $485.4K
New Positions
| Institution | Position Value |
|---|---|
Security Financial Services, INC. RIA/Wealth | $341.5K 9.8K shares |
Equitable Holdings, Inc. Institution | $247.5K 7.1K shares |
 Values First Advisors, Inc. RIA/Wealth | $139.2K 4.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $469.5K 14.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $15.9K 491.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in OALC as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with OALC as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
O OneAscent Wealth Management LLC RIA/Wealth | 12.87% $37.2M |
O OneAscent Financial Services LLC RIA/Wealth | 4.06% $43.6M |
O OneAscent Family Office, LLC Institution | 3.80% $4.6M |
PATRON PARTNERS ADVISORS, LLC RIA/Wealth | 1.87% $4.1M |
TrueWealth Advisors, LLC RIA/Wealth | 1.03% $3.5M |
O OneAscent Investment Solutions LLC Long Only Manager | 0.83% $777.7K |
M Meriwether Wealth & Planning, LLC RIA/Wealth | 0.40% $687.2K |
A ATRIA INVESTMENTS LLC Institution | 0.31% $26.6M |
First Heartland Consultants, Inc. RIA/Wealth | 0.19% $2.3M |
Plan A Wealth LLC RIA/Wealth | 0.14% $282.0K |