ONEASCENT INTL EQTY ETF (OAIM) Institutional Ownership Changes & 13F Activity
ONEASCENT INTL EQTY ETF (OAIM). 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 Atria Investments, Inc, Creativeone Wealth, Llc, Oneascent Financial Services Llc, Oneascent Wealth Management Llc, and Lpl Financial Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Sell | -7,067 | -56.0% | 5,545 | $265.22K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +7,509 | +22.4% | 41,087 | $1.97M | Q2 2026 | Aug 28, 2026 |
| Goldman Sachs Group Inc | Buy | +11,372 | — | 11,372 | $543.92K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +545 | — | 545 | $26.07K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +393 | — | 393 | $18.82K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Sell | -221,744 | -94.1% | 13,805 | $660.29K | Q2 2026 | Aug 13, 2026 |
| Inspire Advisors, Llc | Sell | -953 | -1.2% | 78,363 | $3.75M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +173 | — | 173 | $8.28K | Q2 2026 | Aug 13, 2026 |
| Harbour Investments, Inc. | Sell | -6,343 | -73.4% | 2,302 | $109.64K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +1,661 | — | 1,661 | $78.98K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -1,248 | -14.8% | 7,210 | $344.85K | Q2 2026 | Aug 12, 2026 |
| Oneascent Financial Services Llc | Buy | +111,540 | +4.4% | 2,662,525 | $127.35M | Q2 2026 | Aug 11, 2026 |
| Oneascent Wealth Management Llc | Buy | +72,224 | +7.6% | 1,026,961 | $49.12M | Q2 2026 | Aug 11, 2026 |
| Oneascent Investment Solutions Llc | Sell | -9,481 | -13.3% | 61,820 | $2.96M | Q2 2026 | Aug 11, 2026 |
| Patron Partners, Llc | Buy | +4,772 | +9.1% | 57,085 | $2.73M | Q2 2026 | Aug 11, 2026 |
| Oneascent Family Office, Llc | Buy | +1,439 | +0.6% | 252,565 | $12.08M | Q2 2026 | Aug 11, 2026 |
| Lpl Financial Llc | Buy | +54,914 | +8.7% | 687,156 | $32.87M | Q2 2026 | Aug 07, 2026 |
| Global Strategic Investment Solutions, Llc | Buy | +11,001 | +77.5% | 25,198 | $1.21M | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | Buy | +9,795 | +9.9% | 108,855 | $5.21M | Q2 2026 | Aug 06, 2026 |
| Frontier Asset Management, Llc | Sell | -1,009 | -2.4% | 40,709 | $1.95M | Q2 2026 | Aug 06, 2026 |
| Investment Research Partners Llc | Sell | -744 | -1.0% | 73,058 | $3.49M | Q2 2026 | Aug 04, 2026 |
| Envestnet Asset Management Inc | Buy | +29,254 | +24.5% | 148,713 | $7.11M | Q2 2026 | Aug 03, 2026 |
| Firestone Capital Management | Buy | +925 | +7.2% | 13,823 | $661.14K | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +5,005 | +11.9% | 46,970 | $2.25K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +27,781 | +519.6% | 33,128 | $1.58M | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | Sell | -295,472 | -49.5% | 300,933 | $14.39M | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -540 | -2.3% | 23,086 | $1.10M | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Sell | -116 | -3.3% | 3,387 | $162.00K | Q2 2026 | Jul 28, 2026 |
| Abundance Wealth Counselors | Buy | +6,636 | +100.0% | 13,272 | $634.80K | Q2 2026 | Jul 23, 2026 |
| Strategic Blueprint, Llc | Buy | +251 | +4.7% | 5,648 | $270.14K | Q2 2026 | Jul 23, 2026 |
Frequently asked questions about OAIM activity
Which institutional owners are buying OAIM?
Institutional owners buying OAIM 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 OAIM activity?
"Buy" means an investor increased their reported position in OAIM compared to the prior reporting period. This reflects growing exposure to ONEASCENT INTL EQTY ETF (OAIM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in OAIM increasing?
Institutional interest in OAIM 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.