OACP icon

OneAscent Core Plus Bond ETF
OACP

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
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
–

Top Buyers

1
OFS
OneAscent Financial Services
Alabama
+$15.8M
2
AI
Atria Investments
North Carolina
+$8.83M
3
OWM
OneAscent Wealth Management
Alabama
+$1.64M
4
IA
IFP Advisors
Florida
+$580K
5
FHC
First Heartland Consultants
Missouri
+$544K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.48M
2
FTUS
Flow Traders U.S.
New York
-$916K
3
MWP
Meriwether Wealth & Planning
Louisiana
-$408K
4
WW
Winnow Wealth
Texas
-$145K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$93.4K
Name Holding Trade Value Shares
Change 		Shares
Change %
OFS
1
OneAscent Financial Services
Alabama
$96M +$15.8M +692,251 +20%
OWM
2
OneAscent Wealth Management
Alabama
$52.3M +$1.64M +71,950 +3%
AI
3
Atria Investments
North Carolina
$46.9M +$8.83M +387,547 +23%
OFO
4
OneAscent Family Office
Alabama
$8.06M -$89.7K -3,939 -1%
PP
5
Patron Partners
Texas
$2.95M +$12.1K +530 +0.4%
OIS
6
OneAscent Investment Solutions
Alabama
$2.71M -$73.2K -3,210 -3%
RA
7
RFG Advisory
Alabama
$2.39M +$45.1K +1,981 +2%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.98M -$93.4K -4,097 -5%
FHC
9
First Heartland Consultants
Missouri
$1.36M +$544K +23,888 +67%
MWP
10
Meriwether Wealth & Planning
Louisiana
$898K -$408K -17,899 -31%
DAS
11
Dynamic Advisor Solutions
Arizona
$753K -$28.2K -1,236 -4%
IA
12
IFP Advisors
Florida
$742K +$580K +25,463 +358%
Jane Street
13
Jane Street
New York
$735K +$386K +16,962 +111%
Citadel Advisors
14
Citadel Advisors
Florida
$513K -$1.48M -64,890 -74%
SB
15
Strategic Blueprint
Georgia
$390K +$390K +17,101 New
Goldman Sachs
16
Goldman Sachs
New York
$364K +$364K +15,979 New
LPL Financial
17
LPL Financial
California
$202K -$57.4K -2,518 -22%
Raymond James Financial
18
Raymond James Financial
Florida
$17.9K +$17.9K +785 New
UBS Group
19
UBS Group
Switzerland
$6.61K +$6.61K +290 New
CAM
20
Clarity Asset Management
Iowa
$5.58K +$5.58K +245 New
FTUS
21
Flow Traders U.S.
New York
– -$916K -40,218 Closed
WW
22
Winnow Wealth
Texas
– -$145K -6,353 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
– -$16.6K -726 Closed