ONEASCENT CORE PLUS BOND ETF OACP
$22.70
+0.0% 52w: $21.67 – $23.00
Latest 13F among current holders filed 39 days ago (May 27, 2026)
Price — last 12 months
research preview data21.6722.3323.00
Jun 20, 2025 Jul 2, 2026
Institutional holders
28
+0 QoQ
13F value
$231.3M
+9.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OACP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | Wealth advisor | 5.5M | $125.5M | 6.8% | +12.9% |
| OneAscent Wealth Management LLC | Wealth advisor | 2.6M | $58.2M | 19.2% | +5.6% |
| Atria Investments, Inc | Wealth advisor | 690.7K | $15.7M | 0.2% | +9.7% |
| OneAscent Family Office, LLC | Wealth advisor | 415.6K | $9.4M | 6.6% | -5.0% |
| PATRON PARTNERS, LLC | Other | 176.4K | $4.0M | 1.8% | +22.6% |
| OneAscent Investment Solutions LLC | Other | 124.4K | $2.8M | 2.8% | +15.4% |
| RFG Advisory, LLC | Wealth advisor | 114.4K | $2.6M | 0.0% | +12.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 86.8K | $2.0M | 0.0% | +90.4% |
| First Heartland Consultants, Inc. | Wealth advisor | 84.0K | $1.9M | 0.1% | +28.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 82.4K | $1.9M | 0.0% | -0.1% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 62.4K | $1.4M | 0.0% | +6.8% |
| Merit Financial Group, LLC | Wealth advisor | 37.0K | $841K | 0.0% | +12.6% |
| IFP Advisors, Inc | Wealth advisor | 32.7K | $743K | 0.0% | -4.2% |
| Security Financial Services, INC. | Wealth advisor | 28.7K | $651K | 0.1% | +14.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 27.9K | $635K | 0.0% | New |
| JANE STREET GROUP, LLC | Market maker | 24.6K | $558K | 0.0% | +107.2% |
| Strategic Blueprint, LLC | Wealth advisor | 20.5K | $466K | 0.0% | +4.7% |
| Plan A Wealth LLC | Wealth advisor | 19.1K | $435K | 0.2% | +6.9% |
| LPL Financial LLC | Bank broker | 18.4K | $418K | 0.0% | +22.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 16.4K | $373K | 0.0% | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 10.7K | $245K | 0.0% | New |
| EverSource Wealth Advisors, LLC | Wealth advisor | 10.5K | $238K | 0.0% | +166.6% |
| JPMORGAN CHASE & CO | Bank broker | 4.5K | $103K | 0.0% | -39.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 3.4K | $78K | 0.0% | +286.8% |
| SHP Wealth Management | Wealth advisor | 2.7K | $61K | 0.0% | Held |
| Clarity Asset Management, Inc. | Wealth advisor | 253 | $6K | 0.0% | +1.2% |
| Blue Trust, Inc. | Wealth advisor | 196 | $4K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2 | $45 | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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