Who Owns ONEASCENT CORE PLUS BOND ETF (OACP)? -- Institutional Holders (2026-06-30)

31 institutions reported holding $251.9M of ONEASCENT CORE PLUS BOND ETF (OACP) in SEC 13F filings for 2026-06-30. Largest institutional holders: OneAscent Financial Services LLC ($127.8M), OneAscent Wealth Management LLC ($58.9M), Atria Investments, Inc ($15.3M), OneAscent Family Office, LLC ($9.9M), CREATIVE FINANCIAL DESIGNS INC /ADV ($9.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OneAscent Financial Services LLC$127.8M5.6MAdded
2OneAscent Wealth Management LLC$58.9M2.6MAdded
3Atria Investments, Inc$15.3M672,890Trimmed
4OneAscent Family Office, LLC$9.9M435,281Added
5CREATIVE FINANCIAL DESIGNS INC /ADV$9.4M413,399New
6PATRON PARTNERS, LLC$4.4M193,449Added
7ENVESTNET ASSET MANAGEMENT INC$3.2M141,955Added
8First Heartland Consultants, Inc.$3.1M137,229Added
9RFG Advisory, LLC$2.9M127,746Added
10OneAscent Investment Solutions LLC$2.9M127,586Added
11Cambridge Investment Research Advisors, Inc.$2.2M98,396Added
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.5M65,988Added
13JPMORGAN CHASE & CO$1.3M58,658Added
14Dynamic Advisor Solutions LLC$1.1M48,263Trimmed
15GOLDMAN SACHS GROUP INC$979,19843,108Added
16Merit Financial Group, LLC$915,17640,289Added
17JANE STREET GROUP, LLC$857,37837,745Added
18TrustWell Financial Advisors, LLC$806,38235,500New
19IFP Advisors, Inc$764,13333,640Added
20Security Financial Services, INC.$748,48232,951Added
21CITADEL ADVISORS LLC$622,68627,413Trimmed
22LPL Financial LLC$491,48421,637Added
23Strategic Blueprint, LLC$481,49021,197Added
24Plan A Wealth LLC$409,21118,015Trimmed
25JONES FINANCIAL COMPANIES LLLP$383,64316,797Added

来源：SEC 13F 申报文件 · 截至 2026-06-30