Who Owns OneAscent International Equity ETF (OAIM)?Hedge Fund & Institutional Holders

$42.39-0.40 (-0.93%)Financial ServicesNYSE_ARCA

Institutional Holders

49

as of Q4 2025

Total Institutional Value

$9.600038105253292e+130T

% of Float Held

—

QoQ Change in Holders

+15 / -4

Price History

$30.12$34.29$38.46$42.64$46.81Sep 24Jun 25Mar 26

OAIM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
OneAscent Financial Services LLCNew Position+2.3M+$96.0M
OneAscent Wealth Management LLCNew Position+921K+$38.1M
Plan A Wealth LLCNew Position+612K+$25.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+236K+$10.0M
OneAscent Family Office, LLCNew Position+250K+$10.0M
Valmark Advisers, Inc.New Position+97K+$4.0M
Inspire Advisors, LLCNew Position+77K+$3.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+93K+$3.0M
OneAscent Investment Solutions LLCNew Position+63K+$2.6M
Frontier Asset Management, LLCNew Position+43K+$1.8M
Cornerstone Financial Management LLCNew Position+28K+$1.1M
Merit Financial Group, LLCNew Position+25K+$1.0M
PATRON PARTNERS, LLCNew Position+45K+$1.0M
Firestone Capital ManagementNew Position+12K+$485K
CX InstitutionalNew Position+9K+$360K

OAIM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Atria Investments, IncDecreased-410K-$40.7B
CreativeOne Wealth, LLCDecreased-208K-$8.6B
CITADEL ADVISORS LLCDecreased-67K-$3.6B
Investment Research Partners LLCDecreased-520-$2.9B
JANE STREET GROUP, LLCClosed Position-59K-$2.4B
LPL Financial LLCDecreased-15K-$1.5B
HARBOUR INVESTMENTS, INC.Decreased-26K-$1.3B
Dynamic Advisor Solutions LLCDecreased-2K-$405.3M
Cetera Investment AdvisersDecreased-437-$357.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-9K-$351.4M
JPMORGAN CHASE & CODecreased-221-$215.3M
IFP Advisors, IncDecreased-3-$203.6M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-392-$146.3M
PRINCIPAL SECURITIES, INC.Closed Position-2K-$96.6M
FLOW TRADERS U.S. LLCClosed Position-8K-$330K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1OneAscent Financial Services LLC2,342,178$96.0M8.85%Share
2OneAscent Wealth Management LLC920,648$38.1M12.68%Share
3Plan A Wealth LLC611,968$25.3M12.39%Share
4Atria Investments, Inc602,992$24.0M0.27%Share
5WEALTH ENHANCEMENT ADVISORY SERVICES, LLC236,473$10.0M0.01%Share
6OneAscent Family Office, LLC250,171$10.0M6.80%Share
7Valmark Advisers, Inc.97,365$4.0M0.05%Share
8World Investment Advisors78,957$3.3M0.06%Share
9Inspire Advisors, LLC76,945$3.2M0.29%Share
10ENVESTNET ASSET MANAGEMENT INC93,032$3.0M0.00%Share
11Investment Research Partners LLC71,460$3.0M1.27%Share
12OneAscent Investment Solutions LLC62,902$2.6M2.76%Share
13RFG Advisory, LLC56,947$2.4M0.04%Share
14Frontier Asset Management, LLC42,959$1.8M0.41%Share
15First Heartland Consultants, Inc.41,008$1.7M0.13%Share
16Cornerstone Financial Management LLC27,596$1.1M1.07%Share
17Merit Financial Group, LLC25,183$1.0M0.01%Share
18PATRON PARTNERS, LLC45,485$1.0M0.45%Share
19Cambridge Investment Research Advisors, Inc.42,092$1.0M0.00%Share
20TrueWealth Advisors, LLC19,222$795K0.21%Share
21Firestone Capital Management11,742$485K0.10%Share
22EverSource Wealth Advisors, LLC11,115$460K0.02%Share
23CX Institutional8,686$360K0.01%Share
24Dynamic Advisor Solutions LLC8,550$353K0.01%Share
25Abundance Wealth Counselors6,636$274K0.05%Share
26HARBOUR INVESTMENTS, INC.6,194$256K0.01%Share
27Strategic Blueprint, LLC5,363$221K0.01%Share
28Values First Advisors, Inc.3,847$159K0.08%Share
29EverSource Wealth Advisors, LLC3,389$140K0.01%Share
30CREATIVE FINANCIAL DESIGNS INC /ADV3,248$134K0.01%Share
31Values First Advisors, Inc.1,041$43K0.02%Share
32Values First Advisors, Inc.930$38K0.02%Share
33EverSource Wealth Advisors, LLC690$28K0.00%Share
34CWM, LLC546$23K0.00%Share
35AdvisorNet Financial, Inc274$11K0.00%Share
36Values First Advisors, Inc.265$10K0.01%Share
37JPMORGAN CHASE & CO5,132$00.00%Share
38CITADEL ADVISORS LLC21,997$00.00%Share
39BANK OF AMERICA CORP /DE/1,416$00.00%Share
40Aptus Capital Advisors, LLC1,749$00.00%Share
41CreativeOne Wealth, LLC1,559$00.00%Share
42CreativeOne Wealth, LLC4,405$00.00%Share
43Kestra Advisory Services, LLC23,018$00.00%Share
44LPL Financial LLC23,400$00.00%Share
45COMMONWEALTH EQUITY SERVICES, LLC5,347$00.00%Share
46Cetera Investment Advisers8,454$00.00%Share
47FOUNDATIONS INVESTMENT ADVISORS, LLC6,014$00.00%Share
48GeoWealth Management, LLC1$00.00%Share
49IFP Advisors, Inc5,059$00.00%Share

OAIM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202543$236.3M+17
Q3 202526$71.2B-8
Q2 202534$75.8B+6
Q1 202528$57.7B+5
Q4 202423$3.6T+6
Q3 202417$92.8T+0
Q2 202417$92.8T+5
Q1 202412$95.3T—

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As of Q4 2025, 49 institutional investors hold OAIM (OneAscent International Equity ETF). The largest holder is OneAscent Financial Services LLC with $96.0M in shares. This quarter, 15 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own OAIM?

As of Q4 2025, 49 institutional investors report holding OAIM (OneAscent International Equity ETF) in their 13F filings.

Who is the largest institutional holder of OAIM?

The largest institutional holder of OAIM is OneAscent Financial Services LLC with $96.0M in shares.

Is institutional ownership of OAIM increasing or decreasing?

This quarter, 15 institutions opened new positions in OAIM and 4 closed their positions.