OACP · Insider trading · 13F holders · Congress trades
Oneascent Core Plus Bond ETF (OACP)
Who is buying and selling OACP: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 7
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
OACP at a glance
- No open-market insider purchases or sales of OACP were filed in the last 90 days.
- 7 13F filers hold OACP among their 50 largest positions, worth $205.5M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (17.6%), OneAscent Financial Services LLC (6.1%) and OneAscent Family Office, LLC (5.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in OACP.
OACP insider trading
No open-market insider purchases or sales of OACP were filed in the last 90 days.
Who owns OACP? Hedge funds and superinvestors
7 13F filers hold OACP among their 50 largest positions, worth $205.5M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (17.6%), OneAscent Financial Services LLC (6.1%) and OneAscent Family Office, LLC (5.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| OneAscent Financial Services LLCWealth manager | 6.1% | $127.8M | 5,625,523 | +1.8% shares | Q2 2026 |
| OneAscent Wealth Management LLCWealth manager | 17.6% | $58.9M | 2,592,408 | +1.2% shares | Q2 2026 |
| OneAscent Family Office, LLCInstitutional asset manager | 5.0% | $9.9M | 435,281 | +4.7% shares | Q2 2026 |
| Patron Partners, LLCWealth manager | 1.7% | $4.4M | 193,449 | +9.6% shares | Q2 2026 |
| OneAscent Investment Solutions LLCMutual fund manager | 2.7% | $2.9M | 127,586 | +2.6% shares | Q2 2026 |
| TrustWell Financial Advisors, LLCWealth manager | 0.7% | $874K | 40,386 | +13.8% shares | Q3 2026 |
| Mascoma Wealth Management LLCWealth manager | 0.1% | $764K | 35,318 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 5). Screen OACP in the grand portfolio →
OACP stock trades by members of Congress
No member of Congress has disclosed a trade in OACP.
OACP questions and answers
Are insiders buying OACP stock?
No open-market insider purchases or sales of OACP were filed in the last 90 days.
Which hedge funds own OACP?
7 13F filers hold OACP among their 50 largest positions, worth $205.5M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (17.6%), OneAscent Financial Services LLC (6.1%) and OneAscent Family Office, LLC (5.0%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded OACP?
No member of Congress has disclosed a trade in OACP.
Who is the largest holder of OACP?
Among 13F filers, OneAscent Financial Services LLC reports the largest OACP position, $127.8M (5,625,523 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is OneAscent Wealth Management LLC's: 17.6% of its portfolio.
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