OACP

Oneascent Core Plus Bond Etf

Latest period2026 - Q1Total superinvestors28

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 28 superinvestors own shares of Oneascent Core Plus Bond Etf (OACP), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Oneascent Core Plus Bond Etf (OACP), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Oneascent Core Plus Bond Etf (OACP) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Oneascent Core Plus Bond Etf (OACP) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

Superinvestor	Portfolio %	Reported Value	Recent Activity
Ashleigh Swayze@Oneascent Financial Services Llc Recent Activity Increased 12.95%	6.8%	$125.527M 5.525M shares@ 22.73 avg price	Increased 12.95%
Ashleigh Swayze@Oneascent Wealth Management Llc Recent Activity Increased 5.57%	19.25%	$58.206M 2.562M shares@ 22.73 avg price	Increased 5.57%
Dan Mulvey@Atria Investments, Inc Recent Activity Increased 9.69%	0.18%	$15.693M 690,717 shares@ 22.72 avg price	Increased 9.69%
Ashleigh Swayze@Oneascent Family Office, Llc Recent Activity Decreased -5%	6.6%	$9.444M 415,648 shares@ 22.73 avg price	Decreased -5%
MICHELLE ELDRIDGE@Patron Partners, Llc Recent Activity Increased 22.58%	1.78%	$4.009M 176,434 shares@ 22.72 avg price	Increased 22.58%
Ashleigh Swayze@Oneascent Investment Solutions Llc Recent Activity Increased 15.44%	2.83%	$2.827M 124,408 shares@ 22.73 avg price	Increased 15.44%
Rick Ohlrich@Rfg Advisory, Llc Recent Activity Increased 12.51%	0.05%	$2.598M 114,356 shares@ 22.72 avg price	Increased 12.51%
Sean P. Skuja@Envestnet Asset Management Inc Recent Activity Increased 90.4%	0.01%	$1.972M 86,793 shares@ 22.72 avg price	Increased 90.4%
Andrew Walz@First Heartland Consultants, Inc. Recent Activity Increased 28.9%	0.15%	$1.909M 84,003 shares@ 22.73 avg price	Increased 28.9%
Danielle N Schaffer@Cambridge Investment Research Advisors, Inc. Recent Activity Decreased -0.09%	0.01%	$1.872M 82,401 shares@ 22.72 avg price	Decreased -0.09%

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