Oneascent Core Plus Bond ETFOACPETF
13F holders, Q1 2024 (March 31)9holders
1famous investor
$22.73avg. 13F price*
At the end of Q1 2024, 9 institutions reported holding Oneascent Core Plus Bond ETF (OACP) in their 13F filings. The largest holders were Atria Investments, Inc ($127.1M), OneAscent Financial Services LLC ($76.6M) and OneAscent Wealth Management LLC ($54.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Oneascent Core Plus Bond ETF
- Filed as
- UNIFIED SER TR (Q1 2024)
- CUSIP
- 90470L519
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $48K |
Ownership 9 holders
| Atria Investments, Inc | 1.75% | Add +7.8% | 5,599,635 | $127.1M |
| OneAscent Financial Services LLC | 8.47% | Add +12.6% | 3,363,763 | $76.6M |
| OneAscent Wealth Management LLC | 20.78% | Add +7.4% | 2,377,409 | $54.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +29.0% | 103,863 | $2.4M |
| RFG Advisory, LLC | 0.06% | Reduce -10.8% | 83,442 | $1.9M |
| Patron Partners, LLC | 1.02% | Add +237.4% | 73,839 | $1.7M |
| Citadel Advisors | 0.00% | Add +52.0% | 24,490 | $556K |
| Flow Traders U.S. LLC | 0.02% | Reduce -12.7% | 18,668 | $424K |
| UBS Group AG | 0.00% | Reduce -88.2% | 62 | $1K |
"% of holder's portfolio" is OACP's weight in each manager's 13F, not the share of Oneascent Core Plus Bond ETF the manager owns.