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