Who Owns OACP?
OneAscent Core Plus Bond ETF — Institutional Ownership & 13F Holdings
$22.86
-0.04 (-0.20%)
Market Cap
$170.6M
Shares Outstanding
7,398,866
Institutional Holders
17
Total Inst. Value
$153.8M
% of Float Held
—
QoQ Holder Change
+11
Institutional data as of Q1 2025
New Positions
4
Closed Positions
3
Increased
9
Decreased
4
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $80.2M | 3,515,563 |
| 2 | OneAscent Wealth Management LLC | $50.6M | 2,221,821 |
| 3 | OneAscent Family Office, LLC | $8.2M | 357,868 |
| 4 | PATRON PARTNERS, LLCNew | $2.9M | 129,125 |
| 5 | OneAscent Investment Solutions LLCNew | $2.8M | 121,997 |
| 6 | RFG Advisory, LLC | $2.3M | 103,125 |
| 7 | Cambridge Investment Research Advisors, Inc. | $2.1M | 90,940 |
| 8 | Meriwether Wealth & Planning, LLC | $1.3M | 57,289 |
| 9 | FLOW TRADERS U.S. LLC | $916K | 40,218 |
| 10 | First Heartland Consultants, Inc. | $816K | 35,820 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OneAscent Family Office, LLC | +39K | $8.2M |
| PATRON PARTNERS, LLCNew | +129K | $2.9M |
| OneAscent Investment Solutions LLCNew | +122K | $2.8M |
| RFG Advisory, LLC | +20K | $2.3M |
| Cambridge Investment Research Advisors, Inc. | +275 | $2.1M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Atria Investments, Inc | -3.7M | $38K |
| OneAscent Financial Services LLC | -248K | $80.2M |
| OneAscent Wealth Management LLC | -79K | $50.6M |
| Meriwether Wealth & Planning, LLC | -14K | $1.3M |
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Frequently Asked Questions
How many institutional investors hold OACP?
As of Q1 2025, 17 institutional investors report holding OACP (OneAscent Core Plus Bond ETF) in their 13F filings.
Which hedge fund owns the most OACP?
The largest institutional holder of OACP is OneAscent Financial Services LLC with $80.2M in shares.
Are institutions buying or selling OACP?
This quarter, 4 institutions opened new positions in OACP and 3 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.