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OneAscent Core Plus Bond ETF

28 hedge funds and large institutions have $231M invested in OneAscent Core Plus Bond ETF in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 4

9% more capital invested

Capital invested by funds: $212M → $231M (+$19.1M)

0% more funds holding

Funds holding: 2828 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.12% less ownership

Funds ownership: 98.56%97.43% (-1.1%)

Holders
28
Holders Change
Holders Change %
0%
% of All Funds
0.34%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
18
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$126M +$14.6M +633,423 +13%
OWM
2
OneAscent Wealth Management
Alabama
$58.2M +$3.11M +135,040 +6%
AI
3
Atria Investments
North Carolina
$15.7M +$1.4M +60,987 +10%
OFO
4
OneAscent Family Office
Alabama
$9.44M -$504K -21,904 -5%
PP
5
Patron Partners
Texas
$4.01M +$748K +32,492 +23%
OIS
6
OneAscent Investment Solutions
Alabama
$2.83M +$383K +16,639 +15%
RA
7
RFG Advisory
Alabama
$2.6M +$293K +12,713 +13%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.97M +$949K +41,207 +90%
FHC
9
First Heartland Consultants
Missouri
$1.91M +$434K +18,832 +29%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.87M -$1.84K -80 -0.1%
DAS
11
Dynamic Advisor Solutions
Arizona
$1.42M +$91.4K +3,971 +7%
MFG
12
Merit Financial Group
Georgia
$841K +$95.4K +4,146 +13%
IA
13
IFP Advisors
Florida
$743K -$32.7K -1,419 -4%
SFS
14
Security Financial Services
Indiana
$651K +$85K +3,693 +15%
Citadel Advisors
15
Citadel Advisors
Florida
$635K +$643K +27,948 New
Jane Street
16
Jane Street
New York
$558K +$293K +12,708 +107%
SB
17
Strategic Blueprint
Georgia
$466K +$21.1K +918 +5%
PAW
18
Plan A Wealth
Nebraska
$435K +$28.2K +1,227 +7%
LPL Financial
19
LPL Financial
California
$418K +$78.7K +3,420 +23%
Goldman Sachs
20
Goldman Sachs
New York
$373K +$378K +16,403 New
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$245K +$247K +10,733 New
EWA
22
EverSource Wealth Advisors
Alabama
$238K +$150K +6,536 +167%
JP Morgan Chase
23
JP Morgan Chase
New York
$103K -$68.7K -2,985 -40%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$77.8K +$58.6K +2,547 +287%
SWM
25
SHP Wealth Management
Massachusetts
$60.9K

OACP Hedge Fund Activity: Q1 2026 in Review

28 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in OneAscent Core Plus Bond ETF (OACP) for Q1 2026, worth a combined $231M — up 9% from $212M a quarter earlier.

Fund positioning in OACP was balanced in Q1 2026: 5 funds opened new positions, 5 closed out, 18 added to existing stakes and 4 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $14.6M. The largest seller was Meriwether Wealth & Planning, exiting entirely with an estimated $1.01M sold.

  • 28 institutional investors held OneAscent Core Plus Bond ETF (OACP) as of Q1 2026, unchanged from Q4 2025.
  • Funds reported $231M of OneAscent Core Plus Bond ETF stock for Q1 2026, up 9% quarter-over-quarter.
  • 5 funds opened new OneAscent Core Plus Bond ETF positions in Q1 2026 and 5 closed out, a net change of 0 holders.
  • The largest OneAscent Core Plus Bond ETF buyer in Q1 2026 was OneAscent Financial Services, an estimated $14.6M added.
  • The largest OneAscent Core Plus Bond ETF seller in Q1 2026 was Meriwether Wealth & Planning, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2026.