Who owns OACP?
OneAscent Core Plus Bond ETF · OneAscent
29 institutions reported holding OACP, worth $254.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OACP
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| OneAscent Financial Services LLC | Birmingham, AL | $127.8M | 5,625,523 | +100,563 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $58.9M | 2,592,408 | +30,506 shares |
| Atria Investments, Inc | Charlotte, NC | $15.3M | 672,890 | −17,827 shares |
| OneAscent Family Office, LLC | Birmingham, AL | $9.9M | 435,281 | +19,633 shares |
| Creative Financial Designs Inc. | Kokomo, IN | $9.4M | 413,399 | New position |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.5M | 196,792 | +114,391 shares |
| Patron Partners, LLC | Houston, TX | $4.4M | 193,449 | +17,015 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $3.2M | 141,955 | +55,162 shares |
| First Heartland Consultants, Inc. | Lake St. Louis, MO | $3.1M | 137,229 | +53,226 shares |
| RFG Advisory, LLC | Birmingham, AL | $2.9M | 127,746 | +13,390 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OACP?
29 institutional managers reported holding OACP in Form 13F filings for June 30, 2026, worth $254.1M in total. The largest reported position was held by OneAscent Financial Services LLC, at $127.8M.
Did institutions buy or sell OACP last quarter?
Reported 13F value rose 9.8% from March 31, 2026, which includes price moves as well as buying and selling. 3 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OACP ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.