Who owns OALC
Which tracked institutional funds hold OALC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OALC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-17). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
11 tracked funds added or opened OALC while 4 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OALC’s largest tracked holder by dollar value, OneAscent Financial Services LLC, sizes it at 5.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OALC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 27 tracked filers holding OALC, 14 increased or opened the position and 16 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OALC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$602K
Full exits 3
- Cambridge Investment Research Advisors, Inc.$3M
- GOLDMAN SACHS GROUP INC$910K
- Dynamic Advisor Solutions LLC$545K
Largest adds
- OneAscent Financial Services LLC$21M
- OneAscent Wealth Management LLC$4M
- JONES FINANCIAL COMPANIES LLLP$4M
- ENVESTNET ASSET MANAGEMENT INC$2M
- Atria Investments, Inc$2M
- PATRON PARTNERS, LLC$2M
Largest trims
- OneAscent Family Office, LLC$525K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OneAscent Financial Services LLC added | 2,879,184 | $118M | 53.2% | 2026-Q2 |
| OneAscent Wealth Management LLC trimmed | 1,070,324 | $44M | 19.8% | 2026-Q2 |
| Atria Investments, Inc added | 304,411 | $12M | 5.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 150,498 | $6M | 2.8% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 152,074 | $6M | 2.7% | 2026-Q2 |
| PATRON PARTNERS, LLC added | 147,222 | $6M | 2.7% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 132,384 | $5M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 86,195 | $4M | 1.6% | 2026-Q2 |
| OneAscent Family Office, LLC trimmed | 85,432 | $4M | 1.6% | 2026-Q2 |
| RFG Advisory, LLC added | 85,155 | $3M | 1.6% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 65,914 | $3M | 1.2% | 2026-Q2 |
| OneAscent Investment Solutions LLC added | 25,231 | $1M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,661 | $602K | 0.3% | 2026-Q2 |
| Security Financial Services, INC. added | 13,866 | $569K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 13,211 | $542K | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 12,465 | $511K | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 10,582 | $434K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC new | 8,185 | $336K | 0.2% | 2026-Q2 |
| Plan A Wealth LLC trimmed | 8,180 | $336K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 7,969 | $327K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 7,173 | $294K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 5,650 | $232K | 0.1% | 2026-Q2 |
| Values First Advisors, Inc. trimmed | 4,506 | $185K | 0.1% | 2026-Q2 |
| SHP Wealth Management trimmed | 4,074 | $167K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 2,920 | $120K | 0.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 70 | $3K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 1 | $41 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 83,584 | $3M | 1.3% | 2026-Q1 stale (1 quarter behind) |
| GOLDMAN SACHS GROUP INC new | 26,539 | $910K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Dynamic Advisor Solutions LLC trimmed | 15,889 | $545K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Clarity Asset Management, Inc. added | 691 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. new | 276 | $9K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Meriwether Wealth & Planning, LLC trimmed | 17,386 | $616K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| CX Institutional new | 404 | $14K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MORGAN STANLEY new | 1 | $38 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 491 | $16K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.