Oneascent Large Cap Core (OALC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Atria Investments, Inc

INCREASED

Shares316,500 from 304,411

Change+12,089 (+4%)

Value$13.0M (+$526.6K)

Filed 2026-10-15

TrueWealth Advisors, LLC

INCREASED

Shares138,744 from 132,384

Change+6,360 (+5%)

Value$5.7M (+$274.4K)

Filed 2026-10-09

LPL Financial LLC

INCREASED

Shares105,585 from 86,195

Change+19,390 (+23%)

Value$4.3M (+$805.8K)

Filed 2026-11-06

RFG Advisory, LLC

INCREASED

Shares92,513 from 85,155

Change+7,358 (+9%)

Value$3.8M (+$310.9K)

Filed 2026-11-03

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares70,549 from 76,081

Change-5,532 (-7%)

Value$2.9K (-$3.1M)

Filed 2026-11-02

First Heartland Consultants, Inc.

DECREASED

Shares64,658 from 65,914

Change-1,256 (-2%)

Value$2.7M (-$45.3K)

Filed 2026-10-08

IFP Advisors, Inc

INCREASED

Shares49,344 from 13,211

Change+36,133 (+274%)

Value$2.0M (+$1.5M)

Filed 2026-10-16

Security Financial Services, Inc.

INCREASED

Shares15,759 from 13,866

Change+1,893 (+14%)

Value$648.2K (+$79.2K)

Filed 2026-10-29

Kestra Advisory Services, LLC

DECREASED

Shares12,250 from 12,465

Change-215 (-2%)

Value$503.8K (-$7.6K)

Filed 2026-11-02

CX Institutional

NEW

Shares9,767

Change+9,767

Value$402

Filed 2026-10-02

Plan A Wealth LLC

DECREASED

Shares8,119 from 8,180

Change-61 (-1%)

Value$333.9K (-$1.7K)

Filed 2026-10-08

Global Strategic Investment Solutions, LLC

NEW

Shares7,494

Change+7,494

Value$308.2K

Filed 2026-10-16

Commonwealth Equity Services, LLC

DECREASED

Shares6,105 from 8,185

Change-2,080 (-25%)

Value$251.1K (-$84.8K)

Filed 2026-11-02

Stillwater Wealth Management Group

DECREASED

Shares5,056 from 5,256

Change-200 (-4%)

Value$208.0K (-$7.7K)

Filed 2026-10-21

Meriwether Wealth & Planning, LLC

NEW

Shares2,058

Change+2,058

Value$84.6K

Filed 2026-10-13

EverSource Wealth Advisors, LLC

UNCHANGED

Shares70 from 70

Change0 (0%)

Value$2.9K (+$7)

Filed 2026-11-04

Values First Advisors, Inc.

CLOSED

Shares0 from 4,506

Change-4,506 (-100%)

Value$0 (-$184.9K)

Filed 2026-10-23

OneAscent Financial Services LLC

N/A

Shares— from 2,879,184

Change-2,879,184 (-100%)

Value—

OneAscent Wealth Management LLC

N/A

Shares— from 1,070,324

Change-1,070,324 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 152,074

Change-152,074 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 150,498

Change-150,498 (-100%)

Value—

Patron Partners, LLC

N/A

Shares— from 147,222

Change-147,222 (-100%)

Value—

OneAscent Family Office, LLC

N/A

Shares— from 85,432

Change-85,432 (-100%)

Value—

OneAscent Investment Solutions LLC

N/A

Shares— from 25,231

Change-25,231 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 14,661

Change-14,661 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 10,582

Change-10,582 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 7,969

Change-7,969 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 7,837

Change-7,837 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 7,173

Change-7,173 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 5,650

Change-5,650 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 4,074

Change-4,074 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 2,920

Change-2,920 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Atria Investments, Inc	INCREASED	316,500	304,411	+12,089	+4%	$12.5M	$13.0M	+$526.6K	2026-10-15
TrueWealth Advisors, LLC	INCREASED	138,744	132,384	+6,360	+5%	$5.4M	$5.7M	+$274.4K	2026-10-09
LPL Financial LLC	INCREASED	105,585	86,195	+19,390	+23%	$3.5M	$4.3M	+$805.8K	2026-11-06
RFG Advisory, LLC	INCREASED	92,513	85,155	+7,358	+9%	$3.5M	$3.8M	+$310.9K	2026-11-03
Cambridge Investment Research Advisors, Inc.	DECREASED	70,549	76,081	-5,532	-7%	$3.1M	$2.9K	-$3.1M	2026-11-02
First Heartland Consultants, Inc.	DECREASED	64,658	65,914	-1,256	-2%	$2.7M	$2.7M	-$45.3K	2026-10-08
IFP Advisors, Inc	INCREASED	49,344	13,211	+36,133	+274%	$542.1K	$2.0M	+$1.5M	2026-10-16
Security Financial Services, Inc.	INCREASED	15,759	13,866	+1,893	+14%	$569.0K	$648.2K	+$79.2K	2026-10-29
Kestra Advisory Services, LLC	DECREASED	12,250	12,465	-215	-2%	$511.5K	$503.8K	-$7.6K	2026-11-02
CX Institutional	NEW	9,767	—	+9,767	—	—	$402	—	2026-10-02
Plan A Wealth LLC	DECREASED	8,119	8,180	-61	-1%	$335.7K	$333.9K	-$1.7K	2026-10-08
Global Strategic Investment Solutions, LLC	NEW	7,494	—	+7,494	—	—	$308.2K	—	2026-10-16
Commonwealth Equity Services, LLC	DECREASED	6,105	8,185	-2,080	-25%	$335.9K	$251.1K	-$84.8K	2026-11-02
Stillwater Wealth Management Group	DECREASED	5,056	5,256	-200	-4%	$215.7K	$208.0K	-$7.7K	2026-10-21
Meriwether Wealth & Planning, LLC	NEW	2,058	—	+2,058	—	—	$84.6K	—	2026-10-13
EverSource Wealth Advisors, LLC	UNCHANGED	70	70	0	0%	$2.9K	$2.9K	+$7	2026-11-04
Values First Advisors, Inc.	CLOSED	0	4,506	-4,506	-100%	$184.9K	$0	-$184.9K	2026-10-23
OneAscent Financial Services LLC	N/A	—	2,879,184	-2,879,184	-100%	$118.1M	—	—	—
OneAscent Wealth Management LLC	N/A	—	1,070,324	-1,070,324	-100%	$43.9M	—	—	—
Jones Financial Companies Lllp	N/A	—	152,074	-152,074	-100%	$6.1M	—	—	—
Envestnet Asset Management Inc	N/A	—	150,498	-150,498	-100%	$6.2M	—	—	—
Patron Partners, LLC	N/A	—	147,222	-147,222	-100%	$6.0M	—	—	—
OneAscent Family Office, LLC	N/A	—	85,432	-85,432	-100%	$3.5M	—	—	—
OneAscent Investment Solutions LLC	N/A	—	25,231	-25,231	-100%	$1.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	14,661	-14,661	-100%	$601.6K	—	—	—
AQR Capital Management LLC	N/A	—	10,582	-10,582	-100%	$434.2K	—	—	—
Equitable Holdings, Inc.	N/A	—	7,969	-7,969	-100%	$327.0K	—	—	—
Flow Traders U.S. LLC	N/A	—	7,837	-7,837	-100%	$322.0K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	7,173	-7,173	-100%	$294.4K	—	—	—
Jane Street Group, LLC	N/A	—	5,650	-5,650	-100%	$231.8K	—	—	—
SHP Wealth Management	N/A	—	4,074	-4,074	-100%	$167.2K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	2,920	-2,920	-100%	$119.8K	—	—	—
Vanguard Advisers Inc	N/A	—	1	-1	-100%	$41	—	—	—

Showing 33 of 33 institutions