OALC

Oneascent Large Cap Core$40.30 0.66%
UnclassifiedUSCUSIP 90470L527· EOD Jun 12, 2026◍ Confluence graph
Tracked 13F Holders
10
+3 QoQ
13F Value (tracked)
$112.3M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)7 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$40.30 0.66%5Y +61.2%
$16.82$23.31$29.79$36.28$42.772021202220232024202520262432223443432445354372
Hover for who · click for detailEnd-of-day closing prices52w $31.07 – $41.24
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Use OALC data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns OALC

This stock page is the Follow view. The Build view lets your agent query OALC owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/OALC"
Ask your agent
Use Arkolith to show who owns OALC,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

10 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1OneAscent Financial Services LLC
$97.2M
2.8M
+11%
Added · +290K sh
Q1 2026
2Atria Investments, Inc
$10.4M
303K
+17%
Added · +44K sh
Q1 2026
3RFG Advisory, LLC
$2.9M
84K
+8.1%
Added · +6K sh
Q1 2026
4Dynamic Advisor Solutions LLC
$545K
16K
−0.4%
Reduced · −64 sh
Q1 2026
5IFP Advisors, Inc
$460K
13K
+1.2%
Added · +160 sh
Q1 2026
6Kestra Advisory Services, LLC
$445K
13K
+14%
Added · +2K sh
Q1 2026
7Equitable Holdings, Inc.
$292K
8K
+16%
Added · +1K sh
Q1 2026
8Aptus Capital Advisors, LLC
$99K
3K
+1.7%
Added · +49 sh
Q1 2026
9Blue Trust, Inc.
$9K
276
New
+276 sh
Q1 2026
10VANGUARD ADVISERS INC
$34
1
New
+1 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
6
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

18 funds+12 since Q2 2022
0918Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $123.0M

Share classes

Class13F holdersValue held
OAIMmc30 funds$201.9M
MGMTmc28 funds$51.8M
OACPmc19 funds$152.6M
OALCthis pagemc18 funds$123.0M
OAEMmc17 funds$46.8M
ABEQETFs13 funds$90.4M
OASCcs8 funds$52.0M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own OALC also own

CompanyCo-held byCombined value
APPLE INCAAPL10 funds$3.6B
NVIDIA CORPNVDA10 funds$3.1B
MICROSOFT CORPMSFT10 funds$3.0B
SS SPDR S&P 500 ETF TRUST-USSPY10 funds$2.7B
AMAZON.COM INCAMZN10 funds$2.2B
ALPHABET INC-CL AGOOGL10 funds$1.9B
VANGUARD S&P 500 ETFVOO10 funds$1.9B
INVESCO QQQ TRUST SERIES 1QQQ10 funds$1.8B
ISHARES CORE S&P 500 ETFIVV10 funds$1.8B
BROADCOM INCAVGO10 funds$1.5B
ALPHABET INC-CL CGOOG10 funds$1.3B
JPMORGAN CHASE & COJPM10 funds$1.2B

Ranked by how many of OALC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for OALC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.