ONEASCENT LARGE CAP CORE (OALC) Institutional Ownership and Insiders Activity

ONEASCENT LARGE CAP CORE (OALC) is widely held by institutional investors, with 28 firms reporting positions valued at approximately $217.55M based on SEC Form 13F filings for the quarter ended June 30, 2026.

Oneascent Financial Services Llc is the largest disclosed holder, reporting approximately $118.14M in OALC holdings in its latest filing.

Institutional ownership remains highly concentrated, with Oneascent Financial Services Llc representing the majority of disclosed value.

Institutional Holders

28

Total Reported Value

$217.55M

Largest Holder

Oneascent Financial Services Llc

Largest Position

$118.14M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

5

Funds Exiting Positions

5