We are live on ! Find out more
OACP icon

OneAscent Core Plus Bond ETF

28 hedge funds and large institutions have $212M invested in OneAscent Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 2

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

27% more funds holding

Funds holding: 2228 (+6)

18% more capital invested

Capital invested by funds: $180M → $212M (+$32.4M)

7.87% more ownership

Funds ownership: 90.68%98.56% (+7.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
28
Holders Change
+6
Holders Change %
+27.27%
% 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
8
Increased
18
Reduced
2
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$113M +$45.7M +1,973,987 +68%
OWM
2
OneAscent Wealth Management
Alabama
$55.9M +$2.79M +120,535 +5%
AI
3
Atria Investments
North Carolina
$14.5M -$18.7M -809,366 -56%
OFO
4
OneAscent Family Office
Alabama
$10.1M +$1.47M +63,668 +17%
PP
5
Patron Partners
Texas
$3.32M +$422K +18,219 +14%
OIS
6
OneAscent Investment Solutions
Alabama
$2.48M -$7.43K -321 -0.3%
RA
7
RFG Advisory
Alabama
$2.34M +$24.5K +1,059 +1%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.9M +$146K +6,303 +8%
FHC
9
First Heartland Consultants
Missouri
$1.5M +$56.7K +2,452 +4%
DAS
10
Dynamic Advisor Solutions
Arizona
$1.35M +$862K +37,265 +176%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.05M +$427K +18,458 +68%
MWP
12
Meriwether Wealth & Planning
Louisiana
$1.01M +$102K +4,417 +11%
IA
13
IFP Advisors
Florida
$786K +$11.8K +510 +2%
MFG
14
Merit Financial Group
Georgia
$757K +$153K +6,620 +25%
SFS
15
Security Financial Services
Indiana
$575K +$118K +5,110 +26%
SB
16
Strategic Blueprint
Georgia
$451K +$5.14K +222 +1%
PAW
17
Plan A Wealth
Nebraska
$412K +$8.51K +368 +2%
LPL Financial
18
LPL Financial
California
$345K +$346K +14,963 New
Jane Street
19
Jane Street
New York
$273K +$274K +11,854 New
JP Morgan Chase
20
JP Morgan Chase
New York
$174K +$174K +7,535 New
WW
21
Winnow Wealth
Texas
$155K +$925 +40 +0.6%
EWA
22
EverSource Wealth Advisors
Alabama
$90.4K +$47.1K +2,035 +108%
SWM
23
SHP Wealth Management
Massachusetts
$61.7K +$62K +2,680 New
KAS
24
Kestra Advisory Services
Texas
$30K +$30.1K +1,301 New
Jones Financial Companies
25
Jones Financial Companies
Missouri
$20.5K +$20.5K +888 New

OACP Hedge Fund Activity: Q4 2025 in Review

28 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in OneAscent Core Plus Bond ETF (OACP) for Q4 2025, worth a combined $212M — up 18% from $180M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OACP positions and 2 closed out — a net gain of 6 holders — while 18 added to existing stakes and 2 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $45.7M. The largest seller was Atria Investments, cutting an estimated $18.7M.

  • 28 institutional investors held OneAscent Core Plus Bond ETF (OACP) as of Q4 2025, up from 22 in Q3 2025.
  • Funds reported $212M of OneAscent Core Plus Bond ETF stock for Q4 2025, up 18% quarter-over-quarter.
  • 8 funds opened new OneAscent Core Plus Bond ETF positions in Q4 2025 and 2 closed out, a net change of +6 holders.
  • The largest OneAscent Core Plus Bond ETF buyer in Q4 2025 was OneAscent Financial Services, an estimated $45.7M added.
  • The largest OneAscent Core Plus Bond ETF seller in Q4 2025 was Atria Investments, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2025.