Who owns OACP
Which tracked institutional funds hold OACP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OACP company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-27). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OACP is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OACP’s largest tracked holder by dollar value, OneAscent Financial Services LLC, sizes it at 6.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OACP divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 28 tracked filers holding OACP, 22 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OACP between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- CITADEL ADVISORS LLC$635K
Full exits 1
- Meriwether Wealth & Planning, LLC$1M
Largest adds
- OneAscent Financial Services LLC$13M
- OneAscent Wealth Management LLC$2M
- Atria Investments, Inc$1M
- ENVESTNET ASSET MANAGEMENT INC$922K
- PATRON PARTNERS, LLC$693K
- First Heartland Consultants, Inc.$407K
Largest trims
- OneAscent Family Office, LLC$635K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OneAscent Financial Services LLC added | 5,524,960 | $126M | 53.7% | 2026-Q1 |
| OneAscent Wealth Management LLC added | 2,561,902 | $58M | 24.9% | 2026-Q1 |
| Atria Investments, Inc added | 690,717 | $16M | 6.7% | 2026-Q1 |
| OneAscent Family Office, LLC trimmed | 415,648 | $9M | 4.0% | 2026-Q1 |
| PATRON PARTNERS, LLC added | 176,434 | $4M | 1.7% | 2026-Q1 |
| OneAscent Investment Solutions LLC added | 124,408 | $3M | 1.2% | 2026-Q1 |
| RFG Advisory, LLC added | 114,356 | $3M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 86,793 | $2M | 0.8% | 2026-Q1 |
| First Heartland Consultants, Inc. added | 84,003 | $2M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 82,401 | $2M | 0.8% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 62,439 | $1M | 0.6% | 2026-Q1 |
| Merit Financial Group, LLC added | 37,000 | $841K | 0.4% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 32,724 | $743K | 0.3% | 2026-Q1 |
| Security Financial Services, INC. added | 28,669 | $651K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 27,948 | $635K | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 24,562 | $558K | 0.2% | 2026-Q1 |
| Strategic Blueprint, LLC added | 20,515 | $466K | 0.2% | 2026-Q1 |
| Plan A Wealth LLC added | 19,134 | $435K | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 18,383 | $418K | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 16,403 | $373K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC new | 10,733 | $245K | 0.1% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 1,536 | $161K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 4,550 | $103K | 0.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 3,435 | $78K | 0.0% | 2026-Q1 |
| SHP Wealth Management | 2,680 | $61K | 0.0% | 2026-Q1 |
| Clarity Asset Management, Inc. added | 253 | $6K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. new | 196 | $4K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2 | $45 | 0.0% | 2026-Q1 |
| Meriwether Wealth & Planning, LLC added | 43,820 | $1M | 0.4% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 40,218 | $916K | 0.4% | 2025-Q1 stale |
| LGT Financial Advisors LLC new | 11,060 | $255K | 0.1% | 2025-Q3 stale |
| WINNOW WEALTH LLC added | 6,467 | $155K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 1,301 | $30K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 785 | $18K | 0.0% | 2025-Q2 stale |
| CX Institutional new | 730 | $17K | 0.0% | 2025-Q4 stale |
| UBS Group AG added | 462 | $11K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.