Who Owns OAEM?
OneAscent Emerging Markets ETF — Institutional Ownership & 13F Holdings
$45.82
+0.00 (+0.00%)
Market Cap
$84.2M
Shares Outstanding
1,906,746
Institutional Holders
23
Total Inst. Value
$36.9M
% of Float Held
—
QoQ Holder Change
+6
Institutional data as of Q1 2025
New Positions
3
Closed Positions
2
Increased
11
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $18.1M | 627,207 |
| 2 | OneAscent Wealth Management LLC | $7.1M | 247,299 |
| 3 | Frontier Asset Management, LLC | $2.8M | 96,743 |
| 4 | OneAscent Family Office, LLC | $1.6M | 54,551 |
| 5 | Valmark Advisers, Inc. | $914K | 31,819 |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $908K | 31,599 |
| 7 | PATRON PARTNERS, LLCNew | $853K | 29,713 |
| 8 | OneAscent Investment Solutions LLCNew | $750K | 26,117 |
| 9 | IFP Advisors, Inc | $746K | 25,978 |
| 10 | Strategic Blueprint, LLC | $702K | 24,436 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Valmark Advisers, Inc. | +5K | $914K |
| ENVESTNET ASSET MANAGEMENT INC | +2K | $908K |
| PATRON PARTNERS, LLCNew | +30K | $853K |
| OneAscent Investment Solutions LLCNew | +26K | $750K |
| IFP Advisors, Inc | +2K | $746K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Atria Investments, Inc | -825K | $7K |
| OneAscent Financial Services LLC | -190K | $18.1M |
| OneAscent Wealth Management LLC | -179K | $7.1M |
| OneAscent Family Office, LLC | -11K | $1.6M |
| Cambridge Investment Research Advisors, Inc. | -9K | $514K |
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Frequently Asked Questions
How many institutional investors hold OAEM?
As of Q1 2025, 23 institutional investors report holding OAEM (OneAscent Emerging Markets ETF) in their 13F filings.
Which hedge fund owns the most OAEM?
The largest institutional holder of OAEM is OneAscent Financial Services LLC with $18.1M in shares.
Are institutions buying or selling OAEM?
This quarter, 3 institutions opened new positions in OAEM and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.