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OneAscent Core Plus Bond ETF
OACP

Overview Fund Activity

18 hedge funds and large institutions have $194M invested in OneAscent Core Plus Bond ETF in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
18
Holders Change
+1
Holders Change %
+5.88%
% of All Funds
0.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
3
Increased
10
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OIS
1
OneAscent Investment Solutions
Alabama
$2.78M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.99M
3
OFO
3
OneAscent Family Office
Alabama
$8.16M
4
DAS
4
Dynamic Advisor Solutions
Arizona
$781K
5
RA
5
RFG Advisory
Alabama
$2.35M

Top Sellers

1
AI
1
Atria Investments
North Carolina
$38.1M
2
OFS
2
OneAscent Financial Services
Alabama
$80.2M
3
OWM
3
OneAscent Wealth Management
Alabama
$50.6M
4
MWP
4
Meriwether Wealth & Planning
Louisiana
$1.3M
5
DFP
5
Defined Financial Planning
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OFS
1
OneAscent Financial Services
Alabama
$80.2M 3,515,563 -248,088 -7%
OWM
2
OneAscent Wealth Management
Alabama
$50.6M 2,221,821 -78,781 -3%
AI
3
Atria Investments
North Carolina
$38.1M 1,670,598 -3,719,206 -69%
OFO
4
OneAscent Family Office
Alabama
$8.16M 357,868 +38,701 +12%
PP
5
Patron Partners
Texas
$2.94M 129,125 +15,498 +14%
OIS
6
OneAscent Investment Solutions
Alabama
$2.78M 121,997 +121,997 New
RA
7
RFG Advisory
Alabama
$2.35M 103,125 +20,426 +25%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$2.07M 90,940 +275 +0.3%
Citadel Advisors
9
Citadel Advisors
Florida
$1.99M 87,388 +64,591 +283%
MWP
10
Meriwether Wealth & Planning
Louisiana
$1.3M 57,289 -13,916 -20%
FTUS
11
Flow Traders U.S.
New York
$916K 40,218 +2,474 +7%
FHC
12
First Heartland Consultants
Missouri
$816K 35,820 +6,673 +23%
DAS
13
Dynamic Advisor Solutions
Arizona
$781K 34,304 +34,304 New
Jane Street
14
Jane Street
New York
$349K 15,314 +3,032 +25%
LPL Financial
15
LPL Financial
California
$259K 11,389 +948 +9%
IA
16
IFP Advisors
Florida
$162K 7,110 +2,362 +50%
WW
17
Winnow Wealth
Texas
$145K 6,353 -245 -4%
Osaic Holdings
18
Osaic Holdings
Arizona
$16.6K 726 +726 New
DFP
19
Defined Financial Planning
California
– – -9,824 Closed
UBS Group
20
UBS Group
Switzerland
– – -12 Closed
CFGS
21
Concourse Financial Group Securities
Alabama
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