OACP : Institutional Ownership for Oneascent Core Plus Bond Etf

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Oneascent Core Plus Bond Etf (OACP)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

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Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

10,630,194

% of shares held :

11.81%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

1,450,064

% of shares held change :

1.61%

Quarter Price vs. Current Price:

Quarter Price vs. Current Price:

Last Quarter's Starting Price :

N/A

Last Quarter's Ending Price :

N/A

Last Quarter's Average Price :

N/A

Change from last quarter's

avg. price to the last closing :

(%)

All Securities Held :		Positions	Shares	% Of Total Shares
	New Positions :	2	23,491	0.22%
	Increased Positions :	7	1,508,642	14.19%
	Unchanged Positions :	1	0	0%
	Decreased Positions :	1	-42,734	-0.4%
	Closed Positions :	1	-39,335	-0.37%
	Guru Positions :	0		0%

Charting Not Avaliable

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Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
ATRIA INVESTMENTS LLC	3	-	2023-12-31	5,192,601	$119,248,000	609,805
OneAscent Financial Services LLC	2	-	2024-03-31	3,363,763	$76,605,000	375,444
OneAscent Wealth Management LLC	1	-	2024-03-31	2,377,409	$54,142,000	164,191
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC	1155	-	2024-03-31	103,863	$2,357,000	23,343
RFG Advisory Group LLC	230	-	2024-03-31	83,442	$1,894,000	-10,072
PATRON PARTNERS ADVISORS LLC	93	-	2023-12-31	21,887	$503,000	11,573
FLOW TRADERS U.S. LLC	481	*New	2023-12-31	21,383	$491,000	21,383
CITADEL ADVISORS LLC	3881	-	2023-12-31	16,117	$370,000	16,117
ROYAL BANK OF CANADA	5311	*New	2023-12-31	2,108	$48,000	2,108
UBS Group AG	6008	-	2023-12-31	527	$12,000	527
JANE STREET GROUP LLC	5579	*Closed	2023-12-31	0	$0	-39,335
PROEQUITIES INC.	9118	-	2023-12-31	0	$0	0

12 Records found

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