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Oneascent Core Plus Bond ETF (OACP)

CUSIP: 90470L519 | NYSE | 44 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Atria Investments, Inc750,268
0.2% of portfolio›$16.2M
Creative Financial Designs Inc473,466
0.5% of portfolio›$10.2M
First Heartland Consultants, Inc.189,969
0.3% of portfolio›$4.1M
Wealth Enhancement Advisory Services, LLC163,418
0.0% of portfolio›$3.6M
RFG Advisory, LLC136,148
0.0% of portfolio›$2.9M
Cambridge Investment Research Advisors, Inc.99,520
0.0% of portfolio›$2.2K
Dynamic Advisor Solutions LLC46,904
0.0% of portfolio›$1.0M
Security Financial Services, Inc.40,766
0.1% of portfolio›$881.9K
TrustWell Financial Advisors, LLC40,386
0.7% of portfolio›$873.7K
IFP Advisors, Inc39,109
0.0% of portfolio›$846.1K
Mascoma Wealth Management LLC35,318
0.1% of portfolio›$764.1K
Strategic Blueprint, LLC25,273
0.0% of portfolio›$546.8K
EverSource Wealth Advisors, LLC20,461
0.0% of portfolio›$442.7K
Plan A Wealth LLC18,866
0.1% of portfolio›$408.2K
CX Institutional7,754
0.0% of portfolio›$168
StyleTurnoverLocationFiled
Atria Investments, Inc
750,268$16.2M0.2%CoreMediumCharlotte, NC2026-10-15
Creative Financial Designs Inc
473,466$10.2M0.5%ETFMediumKokomo, IN2026-11-04
First Heartland Consultants, Inc.
189,969$4.1M0.3%ETFMediumLake St. Louis, MO2026-10-08
Wealth Enhancement Advisory Services, LLC
163,418$3.6M0.0%CoreLowPlymouth, MN2026-10-13
RFG Advisory, LLC
136,148$2.9M0.0%ETFMediumBirmingham, AL2026-11-03
Cambridge Investment Research Advisors, Inc.
99,520$2.2K0.0%ETFLowFairfield, IA2026-11-02
Dynamic Advisor Solutions LLC
46,904$1.0M0.0%ETFLowPhoenix, AZ2026-10-13
Security Financial Services, Inc.
40,766$881.9K0.1%ETFMediumFort Wayne, IN2026-10-29
TrustWell Financial Advisors, LLC
40,386$873.7K0.7%ETFMediumJacksonville, FL2026-10-15
IFP Advisors, Inc
39,109$846.1K0.0%GrowthLowTampa, FL2026-10-16
Mascoma Wealth Management LLC
35,318$764.1K0.1%ETFVery LowHanover, NH2026-10-23
Strategic Blueprint, LLC
25,273$546.8K0.0%ETFLowAtlanta, GA2026-10-22
EverSource Wealth Advisors, LLC
20,461$442.7K0.0%CoreMediumBirmingham, AL2026-11-04
Plan A Wealth LLC
18,866$408.2K0.1%CoreLowLincoln, NE2026-10-08
CX Institutional
7,754$1680.0%CoreMediumAuburn, IN2026-10-02