OACP icon

OneAscent Core Plus Bond ETF

20 hedge funds and large institutions have $219M invested in OneAscent Core Plus Bond ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
+2
Holders Change %
+11.11%
% of All Funds
0.27%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
8
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OFS
1
OneAscent Financial Services
Alabama
$96M 4,207,814 +692,251 +20%
OWM
2
OneAscent Wealth Management
Alabama
$52.3M 2,293,771 +71,950 +3%
AI
3
Atria Investments
North Carolina
$46.9M 2,058,145 +387,547 +23%
OFO
4
OneAscent Family Office
Alabama
$8.06M 353,929 -3,939 -1%
PP
5
Patron Partners
Texas
$2.95M 129,655 +530 +0.4%
OIS
6
OneAscent Investment Solutions
Alabama
$2.71M 118,787 -3,210 -3%
RA
7
RFG Advisory
Alabama
$2.39M 105,106 +1,981 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.98M 86,843 -4,097 -5%
FHC
9
First Heartland Consultants
Missouri
$1.36M 59,708 +23,888 +67%
MWP
10
Meriwether Wealth & Planning
Louisiana
$898K 39,390 -17,899 -31%
DAS
11
Dynamic Advisor Solutions
Arizona
$753K 33,068 -1,236 -4%
IA
12
IFP Advisors
Florida
$742K 32,573 +25,463 +358%
Jane Street
13
Jane Street
New York
$735K 32,276 +16,962 +111%
Citadel Advisors
14
Citadel Advisors
Florida
$513K 22,498 -64,890 -74%
SB
15
Strategic Blueprint
Georgia
$390K 17,101 +17,101 New
Goldman Sachs
16
Goldman Sachs
New York
$364K 15,979 +15,979 New
LPL Financial
17
LPL Financial
California
$202K 8,871 -2,518 -22%
Raymond James Financial
18
Raymond James Financial
Florida
$17.9K 785 +785 New
UBS Group
19
UBS Group
Switzerland
$6.61K 290 +290 New
CAM
20
Clarity Asset Management
Iowa
$5.58K 245 +245 New
FTUS
21
Flow Traders U.S.
New York
-40,218 Closed
WW
22
Winnow Wealth
Texas
-6,353 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
-726 Closed