OALC : Institutional Ownership for Oneascent Large Cap Core Etf

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Oneascent Large Cap Core Etf (OALC)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

4,773,569

% of shares held :

53.04%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

1,873,809

% of shares held change :

20.82%

Quarter Price vs. Current Price:

Quarter Price vs. Current Price:

Last Quarter's Starting Price :

N/A

Last Quarter's Ending Price :

N/A

Last Quarter's Average Price :

N/A

Change from last quarter's

avg. price to the last closing :

(%)

All Securities Held :		Positions	Shares	% Of Total Shares
	New Positions :	3	24,060	0.5%
	Increased Positions :	7	1,849,757	38.75%
	Unchanged Positions :	1	0	0%
	Decreased Positions :	1	-8	-0%
	Closed Positions :	0	0	0%
	Guru Positions :	0		0%

Charting Not Avaliable

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
OneAscent Financial Services LLC	3	-	2024-03-31	2,081,255	$56,922,000	727,505
ATRIA INVESTMENTS LLC	14	-	2023-12-31	2,177,542	$54,299,000	824,743
OneAscent Wealth Management LLC	3	-	2024-03-31	1,117,804	$30,572,000	136,592
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC	1043	-	2024-03-31	106,040	$2,900,000	22,292
Kestra Advisory Services LLC	814	-	2023-12-31	75,255	$1,877,000	38,126
RFG Advisory Group LLC	297	-	2024-03-31	48,929	$1,338,000	778
GTS SECURITIES LLC	729	-	2023-12-31	29,619	$739,000	10,453
PATRON PARTNERS ADVISORS LLC	81	*New	2023-12-31	22,879	$571,000	22,879
ROYAL BANK OF CANADA	5681	*New	2023-12-31	598	$15,000	598
EverSource Wealth Advisors LLC	1375	*New	2023-12-31	583	$15,000	583
UBS Group AG	6304	-	2023-12-31	232	$6,000	-8
PROEQUITIES INC.	9117	-	2023-12-31	0	$0	0

12 Records found

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