ONEASCENT CORE PLUS BOND ETF (OACP) Institutional Ownership Changes & 13F Activity

ONEASCENT CORE PLUS BOND ETF (OACP). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creative Financial Designs Inc, Oneascent Financial Services Llc, Jpmorgan Chase & Co, Wealth Enhancement Advisory Services, Llc, and Envestnet Asset Management Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+55,162+63.6%141,955$3.22MQ2 2026Sep 23, 2026
Citadel Advisors LlcSell-535-1.9%27,413$622.69KQ2 2026Sep 02, 2026
Goldman Sachs Group IncBuy+26,705+162.8%43,108$979.20KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+13,362+389.0%16,797$383.64KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+13,183+53.7%37,745$857.38KQ2 2026Aug 14, 2026
Jpmorgan Chase & CoBuy+58,658—58,658$1.34MQ2 2026Aug 12, 2026
Oneascent Financial Services LlcBuy+100,563+1.8%5,625,523$127.78MQ2 2026Aug 11, 2026
Oneascent Wealth Management LlcBuy+30,506+1.2%2,592,408$58.89MQ2 2026Aug 11, 2026
Oneascent Family Office, LlcBuy+19,633+4.7%435,281$9.89MQ2 2026Aug 11, 2026
Patron Partners, LlcBuy+17,015+9.6%193,449$4.39MQ2 2026Aug 11, 2026
Oneascent Investment Solutions LlcBuy+3,178+2.6%127,586$2.90MQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+3,254+17.7%21,637$491.48KQ2 2026Aug 07, 2026
Cambridge Investment Research Advisors, Inc.Buy+15,995+19.4%98,396$2.23KQ2 2026Jul 30, 2026
Creative Financial Designs IncBuy+413,399—413,399$9.39MQ2 2026Jul 28, 2026
Atria Investments, IncSell-17,827-2.6%672,890$15.28MQ2 2026Jul 28, 2026
Mascoma Wealth Management LlcBuy+3,148—3,148$71.51KQ2 2026Jul 24, 2026
Strategic Blueprint, LlcBuy+682+3.3%21,197$481.49KQ2 2026Jul 23, 2026
Trustwell Financial Advisors, LlcBuy+35,500—35,500$806.38KQ2 2026Jul 22, 2026
Merit Financial Group, LlcBuy+3,289+8.9%40,289$915.18KQ2 2026Jul 20, 2026
Ifp Advisors, IncBuy+916+2.8%33,640$764.13KQ2 2026Jul 20, 2026
Wealth Enhancement Advisory Services, LlcBuy+55,255+514.8%65,988$1.49MQ2 2026Jul 15, 2026
Security Financial Services, Inc.Buy+32,951—32,951$748.48KQ2 2026Jul 15, 2026
Rfg Advisory, LlcBuy+13,390+11.7%127,746$2.90MQ2 2026Jul 15, 2026
Plan A Wealth LlcSell-1,119-5.8%18,015$409.21KQ2 2026Jul 14, 2026
First Heartland Consultants, Inc.Buy+53,226+63.4%137,229$3.12MQ2 2026Jul 08, 2026
Dynamic Advisor Solutions LlcSell-14,176-22.7%48,263$1.10MQ2 2026Jul 07, 2026
Eversource Wealth Advisors, LlcSell-1,536-100.0%0$0.00Q2 2026May 14, 2026
Clarity Asset Management, Inc.Sell-253-100.0%0$0.00Q2 2026May 05, 2026
Blue Trust, Inc.Sell-196-100.0%0$0.00Q2 2026Apr 20, 2026
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Frequently asked questions about OACP activity

  • Which institutional owners are buying OACP?

    Institutional owners buying OACP include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in OACP activity?

    "Buy" means an investor increased their reported position in OACP compared to the prior reporting period. This reflects growing exposure to ONEASCENT CORE PLUS BOND ETF (OACP) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in OACP increasing?

    Institutional interest in OACP can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.