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