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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcSell-7,067-56.0%5,545$265.22KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+7,509+22.4%41,087$1.97MQ2 2026Aug 28, 2026
Goldman Sachs Group IncBuy+11,37211,372$543.92KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+545545$26.07KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+393393$18.82KQ2 2026Aug 14, 2026
Creativeone Wealth, LlcSell-221,744-94.1%13,805$660.29KQ2 2026Aug 13, 2026
Inspire Advisors, LlcSell-953-1.2%78,363$3.75MQ2 2026Aug 13, 2026
Ubs Group AgBuy+173173$8.28KQ2 2026Aug 13, 2026
Harbour Investments, Inc.Sell-6,343-73.4%2,302$109.64KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+1,6611,661$78.98KQ2 2026Aug 12, 2026
Cetera Investment AdvisersSell-1,248-14.8%7,210$344.85KQ2 2026Aug 12, 2026
Oneascent Financial Services LlcBuy+111,540+4.4%2,662,525$127.35MQ2 2026Aug 11, 2026
Oneascent Wealth Management LlcBuy+72,224+7.6%1,026,961$49.12MQ2 2026Aug 11, 2026
Oneascent Investment Solutions LlcSell-9,481-13.3%61,820$2.96MQ2 2026Aug 11, 2026
Patron Partners, LlcBuy+4,772+9.1%57,085$2.73MQ2 2026Aug 11, 2026
Oneascent Family Office, LlcBuy+1,439+0.6%252,565$12.08MQ2 2026Aug 11, 2026
Lpl Financial LlcBuy+54,914+8.7%687,156$32.87MQ2 2026Aug 07, 2026
Global Strategic Investment Solutions, LlcBuy+11,001+77.5%25,198$1.21MQ2 2026Aug 07, 2026
Valmark Advisers, Inc.Buy+9,795+9.9%108,855$5.21MQ2 2026Aug 06, 2026
Frontier Asset Management, LlcSell-1,009-2.4%40,709$1.95MQ2 2026Aug 06, 2026
Investment Research Partners LlcSell-744-1.0%73,058$3.49MQ2 2026Aug 04, 2026
Envestnet Asset Management IncBuy+29,254+24.5%148,713$7.11MQ2 2026Aug 03, 2026
Firestone Capital ManagementBuy+925+7.2%13,823$661.14KQ2 2026Aug 03, 2026
Cambridge Investment Research Advisors, Inc.Buy+5,005+11.9%46,970$2.25KQ2 2026Jul 30, 2026
Commonwealth Equity Services, LlcBuy+27,781+519.6%33,128$1.58MQ2 2026Jul 29, 2026
Atria Investments, IncSell-295,472-49.5%300,933$14.39MQ2 2026Jul 28, 2026
Kestra Advisory Services, LlcSell-540-2.3%23,086$1.10MQ2 2026Jul 28, 2026
Creative Financial Designs IncSell-116-3.3%3,387$162.00KQ2 2026Jul 28, 2026
Abundance Wealth CounselorsBuy+6,636+100.0%13,272$634.80KQ2 2026Jul 23, 2026
Strategic Blueprint, LlcBuy+251+4.7%5,648$270.14KQ2 2026Jul 23, 2026
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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.