ONEASCENT LARGE CAP CORE (OALC) Institutional Shareholders
ONEASCENT LARGE CAP CORE (OALC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $217.55M in OALC holdings during the latest filing period.
Oneascent Financial Services Llc is currently the largest disclosed institutional shareholder of OALC tracked by InsiderSet, reporting ownership valued at approximately $118.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $118.74M, representing an estimated gain of +0.50% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed OALC value among the investors covered in this analysis. Major shareholders include Oneascent Financial Services Llc, Oneascent Wealth Management Llc, Atria Investments, Inc, and several other long-term asset managers with concentrated positions in ONEASCENT LARGE CAP CORE (OALC).
This page ranks the largest institutional OALC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
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
36
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oneascent Financial Services Llc | 5.65% | 2,879,184 | $118,142,982 | $118,737,548 | +$594,566 | +0.50% | |
| Oneascent Wealth Management Llc | 13.09% | 1,070,324 | $43,919,158 | $44,140,162 | +$221,004 | +0.50% | |
| Atria Investments, Inc | 0.13% | 304,411 | $12,491,065 | $12,553,910 | +$62,845 | +0.50% | |
| Envestnet Asset Management Inc | 0.00% | 150,498 | $6,175,464 | $6,206,538 | +$31,074 | +0.50% | |
| Jones Financial Companies Lllp | 0.00% | 152,074 | $6,095,126 | $6,271,532 | +$176,406 | +2.89% | |
| Patron Partners, Llc | 2.32% | 147,222 | $6,041,034 | $6,071,435 | +$30,401 | +0.50% | |
| Truewealth Advisors, Llc | 1.22% | 132,384 | $5,432,179 | $5,459,516 | +$27,337 | +0.50% | |
| Lpl Financial Llc | 0.00% | 86,195 | $3,536,897 | $3,554,682 | +$17,785 | +0.50% | |
| Oneascent Family Office, Llc | 1.77% | 85,432 | $3,505,564 | $3,523,216 | +$17,652 | +0.50% | |
| Rfg Advisory, Llc | 0.05% | 85,155 | $3,494,208 | $3,511,792 | +$17,584 | +0.50% | |
| First Heartland Consultants, Inc. | 0.18% | 65,914 | $2,704,682 | $2,718,293 | +$13,611 | +0.50% | |
| Oneascent Investment Solutions Llc | 0.98% | 25,231 | $1,035,322 | $1,040,526 | +$5,204 | +0.50% | |
| Susquehanna International Group, Llp | 0.00% | 14,661 | $601,592 | $604,620 | +$3,028 | +0.50% | |
| Security Financial Services, Inc. | 0.08% | 13,866 | $568,971 | $571,834 | +$2,863 | +0.50% | |
| Ifp Advisors, Inc | 0.01% | 13,211 | $542,094 | $544,822 | +$2,728 | +0.50% | |
| Kestra Advisory Services, Llc | 0.00% | 12,465 | $511,485 | $514,057 | +$2,572 | +0.50% | |
| Aqr Capital Management Llc | 0.00% | 10,582 | $434,220 | $436,402 | +$2,182 | +0.50% | |
| Commonwealth Equity Services, Llc | 0.00% | 8,185 | $335,860 | $337,549 | +$1,689 | +0.50% | |
| Plan A Wealth Llc | 0.14% | 8,180 | $335,654 | $337,343 | +$1,689 | +0.50% | |
| Equitable Holdings, Inc. | 0.00% | 7,969 | $326,996 | $328,642 | +$1,646 | +0.50% | |
| Flow Traders U.S. Llc | 0.01% | 7,837 | $322,000 | $323,198 | +$1,198 | +0.37% | |
| Rockefeller Capital Management L.P. | 0.00% | 7,173 | $294,373 | $295,815 | +$1,442 | +0.49% | |
| Jane Street Group, Llc | 0.00% | 5,650 | $231,839 | $233,006 | +$1,167 | +0.50% | |
| Values First Advisors, Inc. | 0.08% | 4,506 | $184,912 | $185,827 | +$915 | +0.50% | |
| Shp Wealth Management | 0.01% | 4,074 | $167,170 | $168,012 | +$842 | +0.50% | |
| Aptus Capital Advisors, Llc | 0.00% | 2,920 | $119,818 | $120,421 | +$603 | +0.50% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 76,081 | $3,122 | $3,137,580 | +$3,134,458 | +100399.05% | |
| Vanguard Advisers Inc | 0.00% | 1 | $41 | $41 | +$0 | +0.59% |
Frequently asked questions about OALC
Who owns the most OALC stock?
The largest holders of OALC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ONEASCENT LARGE CAP CORE (OALC).
Is OALC widely held by superinvestors?
Many widely followed stocks like OALC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OALC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.