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icono de OACP

OneAscent Core Plus Bond ETF
OACP

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
OneAscent Financial Services
1
OneAscent Financial Services
Alabama
USD 128 M +USD 2.29 M +100,563 +2%
OWM
2
OneAscent Wealth Management
Alabama
USD 58.9 M +USD 694 k +30,506 +1%
Atria Investments
3
Atria Investments
North Carolina
USD 15.3 M -USD 405 k -17,827 -3%
OFO
4
OneAscent Family Office
Alabama
USD 9.9 M +USD 447 k +19,633 +5%
Creative Financial Designs
5
Creative Financial Designs
Indiana
USD 9.39 M +USD 9.4 M +413,399 Nuevas
PP
6
Patron Partners
Texas
USD 4.39 M +USD 387 k +17,015 +10%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
USD 3.22 M +USD 1.25 M +55,162 +64%
First Heartland Consultants
8
First Heartland Consultants
Missouri
USD 3.12 M +USD 1.21 M +53,226 +63%
RFG Advisory
9
RFG Advisory
Alabama
USD 2.9 M +USD 305 k +13,390 +12%
OIS
10
OneAscent Investment Solutions
Alabama
USD 2.9 M +USD 72.3 k +3,178 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
USD 2.24 M +USD 364 k +15,995 +19%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 1.49 M +USD 1.26 M +55,255 +515%
JP Morgan Chase
13
JP Morgan Chase
New York
USD 1.34 M +USD 1.23 M +54,108 +1,189%
Dynamic Advisor Solutions
14
Dynamic Advisor Solutions
Arizona
USD 1.1 M -USD 322 k -14,176 -23%
Goldman Sachs
15
Goldman Sachs
New York
USD 979 k +USD 607 k +26,705 +163%
Merit Financial Group
16
Merit Financial Group
Georgia
USD 915 k +USD 74.8 k +3,289 +9%
Jane Street
17
Jane Street
New York
USD 857 k +USD 300 k +13,183 +54%
TFA
18
TrustWell Financial Advisors
Florida
USD 806 k +USD 807 k +35,500 Nuevas
IFP Advisors
19
IFP Advisors
Florida
USD 764 k +USD 20.8 k +916 +3%
SFS
20
Security Financial Services
Indiana
USD 748 k +USD 97.4 k +4,282 +15%
Citadel Advisors
21
Citadel Advisors
Florida
USD 623 k -USD 12.2 k -535 -2%
LPL Financial
22
LPL Financial
California
USD 491 k +USD 74 k +3,254 +18%
Strategic Blueprint
23
Strategic Blueprint
Georgia
USD 481 k +USD 15.5 k +682 +3%
PAW
24
Plan A Wealth
Nebraska
USD 409 k -USD 25.5 k -1,119 -6%
Jones Financial Companies
25
Jones Financial Companies
Missouri
USD 384 k +USD 304 k +13,362 +389%
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