IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Oneascent Large Cap Core (OALC)

CUSIP: 90470L527 | NYSE | 47 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Atria Investments, Inc316,500
0.1% of portfolio›$13.0M
TrueWealth Advisors, LLC138,744
1.3% of portfolio›$5.7M
RFG Advisory, LLC92,513
0.1% of portfolio›$3.8M
Cambridge Investment Research Advisors, Inc.70,549
0.0% of portfolio›$2.9K
First Heartland Consultants, Inc.64,658
0.2% of portfolio›$2.7M
IFP Advisors, Inc49,344
0.0% of portfolio›$2.0M
Security Financial Services, Inc.15,759
0.1% of portfolio›$648.2K
Kestra Advisory Services, LLC12,250
0.0% of portfolio›$503.8K
CX Institutional9,767
0.0% of portfolio›$402
Plan A Wealth LLC8,119
0.1% of portfolio›$333.9K
Global Strategic Investment Solutions, LLC7,494
0.0% of portfolio›$308.2K
Commonwealth Equity Services, LLC6,105
0.0% of portfolio›$251.1K
Stillwater Wealth Management Group5,056
0.1% of portfolio›$208.0K
Meriwether Wealth & Planning, LLC2,058
0.0% of portfolio›$84.6K
EverSource Wealth Advisors, LLC70
0.0% of portfolio›$2.9K
StyleTurnoverLocationFiled
Atria Investments, Inc
316,500$13.0M0.1%CoreMediumCharlotte, NC2026-10-15
TrueWealth Advisors, LLC
138,744$5.7M1.3%ETFMediumBirmingham, AL2026-10-09
RFG Advisory, LLC
92,513$3.8M0.1%ETFMediumBirmingham, AL2026-11-03
Cambridge Investment Research Advisors, Inc.
70,549$2.9K0.0%ETFLowFairfield, IA2026-11-02
First Heartland Consultants, Inc.
64,658$2.7M0.2%ETFMediumLake St. Louis, MO2026-10-08
IFP Advisors, Inc
49,344$2.0M0.0%GrowthLowTampa, FL2026-10-16
Security Financial Services, Inc.
15,759$648.2K0.1%ETFMediumFort Wayne, IN2026-10-29
Kestra Advisory Services, LLC
12,250$503.8K0.0%CoreLowAustin, TX2026-11-02
CX Institutional
9,767$4020.0%CoreMediumAuburn, IN2026-10-02
Plan A Wealth LLC
8,119$333.9K0.1%CoreLowLincoln, NE2026-10-08
Global Strategic Investment Solutions, LLC
7,494$308.2K0.0%ETFLowScottsdale, AZ2026-10-16
Commonwealth Equity Services, LLC
6,105$251.1K0.0%ETFLowWaltham, MA2026-11-02
Stillwater Wealth Management Group
5,056$208.0K0.1%GrowthMediumJuno Beach, FL2026-10-21
Meriwether Wealth & Planning, LLC
2,058$84.6K0.0%ETFMediumMinden, LA2026-10-13
EverSource Wealth Advisors, LLC
70$2.9K0.0%CoreMediumBirmingham, AL2026-11-04