OALC — ONEASCENT LARGE CAP CORE ETF

Ownership history in EverSource Wealth Advisors, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in ONEASCENT LARGE CAP CORE ETF (OALC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 10 — 0% 0.00% $348 $34.60
2025 Q2 REDUCED 10 -1,384 -99.3% 0.00% $325 $32.26
2025 Q1 ADDED 1,394 +811 +139.1% 0.00% $40K $28.40
2024 Q1 UNCHANGED 583 — 0% 0.00% $15K $27.00
2023 Q4 REDUCED 583 -439 -43.0% 0.00% $15K $24.62
2023 Q1 INITIATED 1,022 — — 0.00% $23K $21.71
% of Fund (quarterly)    OALC price (monthly, adj. close)

Other funds also holding OALC

As of 2025 Q4 — sorted by position size

OneAscent Wealth Management LLC 3Y 13.7% OneAscent Financial Services LLC 3Y 8.31% PATRON PARTNERS, LLC 3Y 1.87% TrueWealth Advisors, LLC 3Y 1.06% First Heartland Consultants, Inc. 3Y 7Y 0.18% Values First Advisors, Inc. 3Y 0.14% Plan A Wealth LLC 0.14% Atria Investments, Inc 3Y 7Y 0.1% Security Financial Services, INC. 3Y 0.07% RFG Advisory, LLC 3Y 7Y 0.05%
← Back to EverSource Wealth Advisors, LLC Holdings