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Public ownership evidence

OneAscent Large Cap Core ETF (OALC) Ownership Disclosures

Read OALC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Equitable Holdings, Inc.2026-06-302026-08-187,969$326,996None
JANE STREET GROUP, LLC2026-06-302026-08-155,650$231,839None
FLOW TRADERS U.S. LLC2026-06-302026-08-157,837$322,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1514,661$601,592None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-15152,074$6,095,126None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1510,582$434,220None
Rockefeller Capital Management L.P.2026-06-302026-08-147,173$294,373None
VANGUARD ADVISERS INC2026-06-302026-08-141$41None
Aptus Capital Advisors, LLC2026-06-302026-08-132,920$119,818None
OneAscent Family Office, LLC2026-06-302026-08-1285,432$3,505,564None
OneAscent Investment Solutions LLC2026-06-302026-08-1225,231$1,035,322None
OneAscent Wealth Management LLC2026-06-302026-08-121,070,324$43,919,158None
PATRON PARTNERS, LLC2026-06-302026-08-12147,222$6,041,034None
SHP Wealth Management2026-06-302026-08-124,074$167,170None
OneAscent Financial Services LLC2026-06-302026-08-122,879,184$118,142,982None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-121,756$72,055None

90-day public filing window, up to 50 source positions.

Equitable Holdings, Inc. ↗JANE STREET GROUP, LLC ↗FLOW TRADERS U.S. LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗JONES FINANCIAL COMPANIES LLLP ↗AQR CAPITAL MANAGEMENT LLC ↗Rockefeller Capital Management L.P. ↗VANGUARD ADVISERS INC ↗Aptus Capital Advisors, LLC ↗OneAscent Family Office, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.