ONEASCENT LARGE CAP CORE (OALC) Institutional Ownership Changes & 13F Activity
ONEASCENT LARGE CAP CORE (OALC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Oneascent Wealth Management Llc, Jones Financial Companies Lllp, Oneascent Financial Services Llc, Envestnet Asset Management Inc, and Oneascent Family Office, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +40,706 | +37.1% | 150,498 | $6.18M | Q2 2026 | Sep 23, 2026 |
| Equitable Holdings, Inc. | Sell | -266 | -3.2% | 7,969 | $327.00K | Q2 2026 | Aug 17, 2026 |
| Jones Financial Companies Lllp | Buy | +79,969 | +110.9% | 152,074 | $6.10M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +14,661 | — | 14,661 | $601.59K | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +10,582 | — | 10,582 | $434.22K | Q2 2026 | Aug 14, 2026 |
| Flow Traders U.S. Llc | Buy | +7,837 | — | 7,837 | $322.00K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -3,121 | -35.6% | 5,650 | $231.84K | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, Llc | Buy | +27 | +0.9% | 2,920 | $119.82K | Q2 2026 | Aug 12, 2026 |
| Oneascent Wealth Management Llc | Sell | -97,741 | -8.4% | 1,070,324 | $43.92M | Q2 2026 | Aug 11, 2026 |
| Oneascent Financial Services Llc | Buy | +43,385 | +1.5% | 2,879,184 | $118.14M | Q2 2026 | Aug 11, 2026 |
| Oneascent Family Office, Llc | Sell | -32,183 | -27.4% | 85,432 | $3.51M | Q2 2026 | Aug 11, 2026 |
| Patron Partners, Llc | Buy | +18,044 | +14.0% | 147,222 | $6.04M | Q2 2026 | Aug 11, 2026 |
| Oneascent Investment Solutions Llc | Buy | +627 | +2.5% | 25,231 | $1.04M | Q2 2026 | Aug 11, 2026 |
| Shp Wealth Management | Sell | -376 | -8.4% | 4,074 | $167.17K | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +11,109 | +14.8% | 86,195 | $3.54M | Q2 2026 | Aug 07, 2026 |
| Values First Advisors, Inc. | Sell | -2,709 | -37.5% | 4,506 | $184.91K | Q2 2026 | Aug 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -7,503 | -9.0% | 76,081 | $3.12K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +8,185 | — | 8,185 | $335.86K | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | Buy | +1,528 | +0.5% | 304,411 | $12.49M | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -517 | -4.0% | 12,465 | $511.49K | Q2 2026 | Jul 28, 2026 |
| Ifp Advisors, Inc | Sell | -208 | -1.6% | 13,211 | $542.09K | Q2 2026 | Jul 20, 2026 |
| Security Financial Services, Inc. | Buy | +13,866 | — | 13,866 | $568.97K | Q2 2026 | Jul 15, 2026 |
| Rfg Advisory, Llc | Buy | +1,161 | +1.4% | 85,155 | $3.49M | Q2 2026 | Jul 15, 2026 |
| Plan A Wealth Llc | Sell | -8 | -0.1% | 8,180 | $335.65K | Q2 2026 | Jul 14, 2026 |
| Truewealth Advisors, Llc | Buy | +15,600 | +13.4% | 132,384 | $5.43M | Q2 2026 | Jul 08, 2026 |
| First Heartland Consultants, Inc. | Sell | -745 | -1.1% | 65,914 | $2.70M | Q2 2026 | Jul 08, 2026 |
| Goldman Sachs Group Inc | Sell | -26,539 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Eversource Wealth Advisors, Llc | Sell | -365 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Clarity Asset Management, Inc. | Sell | -691 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Blue Trust, Inc. | Sell | -276 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 20, 2026 |
Frequently asked questions about OALC activity
Which institutional owners are buying OALC?
Institutional owners buying OALC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in OALC activity?
"Buy" means an investor increased their reported position in OALC compared to the prior reporting period. This reflects growing exposure to ONEASCENT LARGE CAP CORE (OALC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OALC increasing?
Institutional interest in OALC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.