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 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

OneAscent Large Cap Core ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Equitable Holdings, Inc.
Report period
2026-06-30
Available
2026-08-18
Reported shares
7,969
Value (USD)
$326,996
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001333986-26-000042
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read OALC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read OALC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

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

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No records are available for this view.

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

Recent institutional filing receipts

See the complete 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
LPL Financial LLC2026-06-302026-08-0886,195$3,536,897None
Values First Advisors, Inc.2026-06-302026-08-05679$27,865None
Values First Advisors, Inc.2026-06-302026-08-05135$5,540None
Values First Advisors, Inc.2026-06-302026-08-051,841$75,542None
Values First Advisors, Inc.2026-06-302026-08-051,658$68,029None
Values First Advisors, Inc.2026-06-302026-08-05193$7,936None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-04150,498$6,175,464None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3176,081$3,122,000None
Values First Advisors, Inc.2026-06-302026-07-30679$27,865None
Values First Advisors, Inc.2026-06-302026-07-30135$5,540None
Values First Advisors, Inc.2026-06-302026-07-301,841$75,542None
Values First Advisors, Inc.2026-06-302026-07-301,658$68,029None
Values First Advisors, Inc.2026-06-302026-07-30193$7,936None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-308,185$335,860None
Kestra Advisory Services, LLC2026-06-302026-07-2912,465$511,485None
Atria Investments, Inc2026-06-302026-07-29304,411$12,491,065None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2876,081$3,122,000None
EverSource Wealth Advisors, LLC2026-06-302026-07-2570$2,872None
IFP Advisors, Inc2026-06-302026-07-2113,211$542,094None
RFG Advisory, LLC2026-06-302026-07-1685,155$3,494,208None
Security Financial Services, INC.2026-06-302026-07-1613,866$568,971None
Plan A Wealth LLC2026-06-302026-07-158,180$335,654None

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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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

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.

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