Oneascent Core Plus Bond ETFOACPETF
13F holders, Q4 2024 (December 31)18holders +8
4new positions
1sold out
1famous investor
$22.49avg. 13F price*
At the end of Q4 2024, 18 institutions reported holding Oneascent Core Plus Bond ETF (OACP) in their 13F filings, up 8 from Q3 2024. 4 opened new positions and 1 sold out. The largest holders were Atria Investments, Inc ($121.2M), OneAscent Financial Services LLC ($84.8M) and OneAscent Wealth Management LLC ($51.7M). 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 (Q4 2024)
- CUSIP
- 90470L519
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $85.6M |
| Exits | 1 | $2.2M |
All 13F filers, Q3 2024 → Q4 2024: 3,882,621 shares bought and 167,359 shares sold, net +3,715,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Atria Investments, Inc | 1.51% | Add +0.5% | 5,389,804 | $121.2M |
| OneAscent Financial Services LLC | 7.21% | New | 3,763,651 | $84.8M |
| OneAscent Wealth Management LLC | 21.33% | Reduce -2.0% | 2,300,602 | $51.7M |
| OneAscent Family Office, LLC | 13.03% | — | 319,167 | $7.2M |
| Patron Partners, LLC | 1.38% | Add +23.6% | 113,627 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.6% | 90,665 | $2.0M |
| RFG Advisory, LLC | 0.05% | Add +4.5% | 82,699 | $1.9M |
| Meriwether Wealth & Planning, LLC | 1.14% | — | 71,205 | $1.6M |
| Flow Traders U.S. LLC | 0.03% | Add +147.3% | 37,744 | $849K |
| First Heartland Consultants, Inc. | 0.07% | New | 29,147 | $655K |
| Citadel Advisors | 0.00% | Reduce -1.2% | 22,797 | $513K |
| Plan A Wealth LLC | 0.35% | — | 16,932 | $381K |
| Jane Street Group, LLC | 0.00% | Reduce -65.5% | 12,282 | $276K |
| LPL Financial LLC | 0.00% | New | 10,441 | $235K |
| Defined Financial Planning LLC | 0.24% | — | 9,824 | $221K |
| Winnacle Wealth LLC | 0.15% | — | 6,598 | $148K |
| IFP Advisors, Inc | 0.00% | Add +276.2% | 4,748 | $107K |
| UBS Group AG | 0.00% | New | 12 | $270 |
"% 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.