ONEASCENT EMRG MARKETS ETF (OAEM) Institutional Ownership Changes & 13F Activity

ONEASCENT EMRG MARKETS ETF (OAEM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Proficio Capital Partners Llc, Jane Street Group, Llc, Oneascent Financial Services Llc, Oneascent Wealth Management Llc, and Eversource Wealth Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+741+9.8%8,309$414.50KQ2 2026Sep 02, 2026
Proficio Capital Partners LlcBuy+305,137305,137$15.22MQ2 2026Aug 17, 2026
Jane Street Group, LlcBuy+47,900+432.9%58,965$2.94MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+9,2999,299$463.88KQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+5,4585,458$272.27KQ2 2026Aug 14, 2026
Old Mission Capital LlcSell-3,255-6.9%43,619$2.18MQ2 2026Aug 14, 2026
Inspire Advisors, LlcBuy+12,379+30.0%53,681$2.68MQ2 2026Aug 13, 2026
Ubs Group AgSell-422-58.0%305$15.21KQ2 2026Aug 13, 2026
Harbour Investments, Inc.Buy+1,5741,574$77.69KQ2 2026Aug 12, 2026
Oneascent Financial Services LlcSell-29,503-3.3%851,460$42.48MQ2 2026Aug 11, 2026
Oneascent Wealth Management LlcSell-23,484-5.2%424,946$21.20MQ2 2026Aug 11, 2026
Oneascent Investment Solutions LlcSell-6,953-25.9%19,854$990.43KQ2 2026Aug 11, 2026
Oneascent Family Office, LlcSell-3,267-4.1%76,923$3.84MQ2 2026Aug 11, 2026
Patron Partners, LlcBuy+2,822+7.9%38,640$1.93MQ2 2026Aug 11, 2026
Global Strategic Investment Solutions, LlcBuy+3,024+41.0%10,405$519.06KQ2 2026Aug 07, 2026
Frontier Asset Management, LlcSell-1,303-4.4%28,426$1.42MQ2 2026Aug 06, 2026
Valmark Advisers, Inc.Buy+154+0.7%21,964$1.10MQ2 2026Aug 06, 2026
Envestnet Asset Management IncBuy+8,576+21.3%48,790$2.43MQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Sell-4,708-26.6%12,996$648.00Q2 2026Jul 30, 2026
Summit Wealth Group Llc / CoBuy+10,67610,676$532.58KQ2 2026Jul 28, 2026
Atria Investments, IncBuy+10,454+11.2%103,903$5.18MQ2 2026Jul 28, 2026
Creative Financial Designs IncBuy+644+5.8%11,705$583.93KQ2 2026Jul 28, 2026
Advisornet Financial, IncSell-64-5.5%1,092$54.48KQ2 2026Jul 23, 2026
Ifp Advisors, IncSell-383-3.4%10,869$542.21KQ2 2026Jul 20, 2026
Envestnet Portfolio Solutions, Inc.Buy+23+0.4%6,591$328.80KQ2 2026Jul 20, 2026
Rfg Advisory, LlcSell-1,061-4.3%23,784$1.19MQ2 2026Jul 15, 2026
Plan A Wealth LlcBuy+294+1.9%15,556$776.02KQ2 2026Jul 14, 2026
First Heartland Consultants, Inc.Buy+4,017+10.6%41,978$2.09MQ2 2026Jul 08, 2026
Eversource Wealth Advisors, LlcSell-14,041-100.0%0$0.00Q2 2026May 14, 2026
Clarity Asset Management, Inc.Sell-34-100.0%0$0.00Q2 2026May 05, 2026
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Frequently asked questions about OAEM activity

  • Which institutional owners are buying OAEM?

    Institutional owners buying OAEM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in OAEM activity?

    "Buy" means an investor increased their reported position in OAEM compared to the prior reporting period. This reflects growing exposure to ONEASCENT EMRG MARKETS ETF (OAEM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in OAEM increasing?

    Institutional interest in OAEM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.