Who Owns OneAscent Core Plus Bond ETF (OACP)?Hedge Fund & Institutional Holders

$22.77-0.06 (-0.27%)Financial ServicesNYSE_ARCA

Institutional Holders

27

as of Q4 2025

Total Institutional Value

$1.120005590214e+71T

% of Float Held

—

QoQ Change in Holders

+15 / -2

Price History

$22.23$22.58$22.93$23.28$23.63Aug 24Jun 25Mar 26

OACP — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OneAscent Financial Services LLCNew Position+4.9M+$112.0M
OneAscent Wealth Management LLCNew Position+2.4M+$55.9M
OneAscent Family Office, LLCNew Position+438K+$10.0M
PATRON PARTNERS, LLCNew Position+144K+$3.0M
OneAscent Investment Solutions LLCNew Position+108K+$2.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+46K+$1.0M
Merit Financial Group, LLCNew Position+33K+$756K
Strategic Blueprint, LLCNew Position+20K+$451K
Plan A Wealth LLCNew Position+18K+$412K
WINNOW WEALTH LLCNew Position+6K+$155K
CX InstitutionalNew Position+730+$17K
UBS Group AGNew Position+462+$10K
Clarity Asset Management, Inc.New Position+250+$5K
LPL Financial LLCNew Position+15K+$0
JANE STREET GROUP, LLCNew Position+12K+$0

OACP — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Atria Investments, IncDecreased-809K-$33.2B
CITADEL ADVISORS LLCClosed Position-65K-$1.5B
LGT Financial Advisors LLCClosed Position-11K-$255.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OneAscent Financial Services LLC4,891,537$112.0M10.32%Share
2OneAscent Wealth Management LLC2,426,862$55.9M18.61%Share
3Atria Investments, Inc629,730$14.0M0.16%Share
4OneAscent Family Office, LLC437,552$10.0M6.80%Share
5PATRON PARTNERS, LLC143,942$3.0M1.34%Share
6OneAscent Investment Solutions LLC107,769$2.5M2.63%Share
7RFG Advisory, LLC101,643$2.3M0.04%Share
8First Heartland Consultants, Inc.65,171$1.5M0.11%Share
9Dynamic Advisor Solutions LLC58,468$1.3M0.04%Share
10Meriwether Wealth & Planning, LLC43,820$1.0M0.57%Share
11ENVESTNET ASSET MANAGEMENT INC45,586$1.0M0.00%Share
12Cambridge Investment Research Advisors, Inc.82,481$1.0M0.00%Share
13Merit Financial Group, LLC32,854$756K0.01%Share
14Security Financial Services, INC.24,976$575K0.09%Share
15Strategic Blueprint, LLC19,597$451K0.03%Share
16Plan A Wealth LLC17,907$412K0.20%Share
17WINNOW WEALTH LLC6,467$155K0.11%Share
18EverSource Wealth Advisors, LLC3,923$90K0.00%Share
19CX Institutional730$17K0.00%Share
20UBS Group AG462$10K0.00%Share
21Clarity Asset Management, Inc.250$5K0.00%Share
22JANE STREET GROUP, LLC11,854$00.00%Share
23Kestra Advisory Services, LLC1,301$00.00%Share
24JONES FINANCIAL COMPANIES LLLP888$00.00%Share
25JPMORGAN CHASE & CO7,535$00.00%Share
26LPL Financial LLC14,963$00.00%Share
27IFP Advisors, Inc34,143$00.00%Share

OACP Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202527$208.1M+16
Q3 202511$41.4B-10
Q2 202521$58.3B+4
Q1 202517$49.2B+1
Q4 202416$2.0T+10
Q3 20246$130.9T-2
Q2 20248$127.2T+2
Q1 20246$129.5T—

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As of Q4 2025, 27 institutional investors hold OACP (OneAscent Core Plus Bond ETF). The largest holder is OneAscent Financial Services LLC with $112.0M in shares. This quarter, 15 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own OACP?

As of Q4 2025, 27 institutional investors report holding OACP (OneAscent Core Plus Bond ETF) in their 13F filings.

Who is the largest institutional holder of OACP?

The largest institutional holder of OACP is OneAscent Financial Services LLC with $112.0M in shares.

Is institutional ownership of OACP increasing or decreasing?

This quarter, 15 institutions opened new positions in OACP and 2 closed their positions.