Who Owns OneAscent Emerging Markets ETF (OAEM)?Hedge Fund & Institutional Holders

$40.11-0.16 (-0.40%)Financial ServicesNYSE_ARCA

Institutional Holders

27

as of Q4 2025

Total Institutional Value

$3.10001596630002e+60T

% of Float Held

QoQ Change in Holders

+15 / -5

Price History

$25.90$30.74$35.58$40.43$45.27Sep 24Jun 25Mar 26

OAEM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OneAscent Financial Services LLCNew Position+861K+$31.0M
OneAscent Wealth Management LLCNew Position+436K+$16.0M
OneAscent Family Office, LLCNew Position+77K+$2.0M
Frontier Asset Management, LLCNew Position+39K+$1.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+32K+$1.0M
PATRON PARTNERS, LLCNew Position+32K+$1.0M
OneAscent Investment Solutions LLCNew Position+26K+$965K
Valmark Advisers, Inc.New Position+22K+$789K
Plan A Wealth LLCNew Position+17K+$627K
Inspire Advisors, LLCNew Position+13K+$482K
OLD MISSION CAPITAL LLCNew Position+6K+$214K
CX InstitutionalNew Position+224+$8K
Clarity Asset Management, Inc.New Position+34+$1K
JANE STREET GROUP, LLCNew Position+16K+$0
Kestra Advisory Services, LLCNew Position+2K+$0

OAEM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Atria Investments, IncDecreased-124K-$7.7B
IFP Advisors, IncDecreased-122-$395.0M
LPL Financial LLCClosed Position-6K-$205.7M
OSAIC HOLDINGS, INC.Closed Position-6K-$197.0M
PRINCIPAL SECURITIES, INC.Closed Position-2K-$55.1M
UBS Group AGClosed Position-403-$13.9M
COMERICA BANKDecreased-40-$13.1M
LGT Financial Advisors LLCClosed Position-295-$10.2M
Cambridge Investment Research Advisors, Inc.Decreased-232-$708K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OneAscent Financial Services LLC861,297$31.0M2.86%Share
2OneAscent Wealth Management LLC435,877$16.0M5.31%Share
3Atria Investments, Inc99,279$3.0M0.03%Share
4OneAscent Family Office, LLC77,368$2.0M1.36%Share
5First Heartland Consultants, Inc.38,791$1.4M0.11%Share
6Frontier Asset Management, LLC38,616$1.4M0.33%Share
7PATRON PARTNERS, LLC31,563$1.0M0.45%Share
8ENVESTNET ASSET MANAGEMENT INC32,371$1.0M0.00%Share
9OneAscent Investment Solutions LLC26,364$965K1.02%Share
10RFG Advisory, LLC23,428$858K0.02%Share
11Valmark Advisers, Inc.21,556$789K0.01%Share
12Plan A Wealth LLC17,130$627K0.31%Share
13Inspire Advisors, LLC13,171$482K0.04%Share
14CREATIVE FINANCIAL DESIGNS INC /ADV10,544$386K0.02%Share
15OLD MISSION CAPITAL LLC5,858$214K0.00%Share
16EverSource Wealth Advisors, LLC2,208$80K0.00%Share
17AdvisorNet Financial, Inc1,232$45K0.00%Share
18COMERICA BANK340$12K0.00%Share
19CX Institutional224$8K0.00%Share
20Clarity Asset Management, Inc.34$1K0.00%Share
21IFP Advisors, Inc11,355$00.00%Share
22Aptus Capital Advisors, LLC498$00.00%Share
23JANE STREET GROUP, LLC16,048$00.00%Share
24Cambridge Investment Research Advisors, Inc.20,350$00.00%Share
25Envestnet Portfolio Solutions, Inc.14,198$00.00%Share
26CITADEL ADVISORS LLC18,654$00.00%Share
27Kestra Advisory Services, LLC1,617$00.00%Share

OAEM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202527$61.3M+11
Q3 202516$10.7B-6
Q2 202522$16.8B-1
Q1 202523$15.9B+1
Q4 202422$2.4T+7
Q3 202415$57.6T-3
Q2 202418$41.2T+1
Q1 202417$36.4T

Similar Stocks by Institutional Ownership

As of Q4 2025, 27 institutional investors hold OAEM (OneAscent Emerging Markets ETF). The largest holder is OneAscent Financial Services LLC with $31.0M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own OAEM?

As of Q4 2025, 27 institutional investors report holding OAEM (OneAscent Emerging Markets ETF) in their 13F filings.

Who is the largest institutional holder of OAEM?

The largest institutional holder of OAEM is OneAscent Financial Services LLC with $31.0M in shares.

Is institutional ownership of OAEM increasing or decreasing?

This quarter, 15 institutions opened new positions in OAEM and 5 closed their positions.