ONEASCENT EMRG MARKETS ETF (OAEM) Institutional Shareholders
ONEASCENT EMRG MARKETS ETF (OAEM) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $111.48M in OAEM holdings during the latest filing period.
Oneascent Financial Services Llc is currently the largest disclosed institutional shareholder of OAEM tracked by InsiderSet, reporting ownership valued at approximately $42.48M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $41.56M, representing an estimated loss of -2.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed OAEM value among the investors covered in this analysis. Major shareholders include Oneascent Financial Services Llc, Oneascent Wealth Management Llc, Proficio Capital Partners Llc, and several other long-term asset managers with concentrated positions in ONEASCENT EMRG MARKETS ETF (OAEM).
This page ranks the largest institutional OAEM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
30
Total Reported Value
$111.48M
Largest Holder
Oneascent Financial Services Llc
Largest Position
$42.48M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Oneascent Financial Services Llc | 2.03% | 851,460 | $42,475,489 | $41,564,786 | -$910,703 | -2.14% | |
| Oneascent Wealth Management Llc | 6.32% | 424,946 | $21,198,658 | $20,744,121 | -$454,537 | -2.14% | |
| Proficio Capital Partners Llc | 0.55% | 305,137 | $15,221,912 | $14,895,537 | -$326,375 | -2.14% | |
| Atria Investments, Inc | 0.05% | 103,903 | $5,183,278 | $5,072,118 | -$111,160 | -2.14% | |
| Oneascent Family Office, Llc | 1.94% | 76,923 | $3,837,357 | $3,755,065 | -$82,292 | -2.14% | |
| Jane Street Group, Llc | 0.00% | 58,965 | $2,941,499 | $2,878,430 | -$63,069 | -2.14% | |
| Inspire Advisors, Llc | 0.19% | 53,681 | $2,677,896 | $2,620,486 | -$57,410 | -2.14% | |
| Envestnet Asset Management Inc | 0.00% | 48,790 | $2,433,913 | $2,381,728 | -$52,185 | -2.14% | |
| Old Mission Capital Llc | 0.06% | 43,619 | $2,175,955 | $2,129,301 | -$46,654 | -2.14% | |
| First Heartland Consultants, Inc. | 0.14% | 41,978 | $2,094,094 | $2,049,194 | -$44,900 | -2.14% | |
| Patron Partners, Llc | 0.74% | 38,640 | $1,927,576 | $1,886,246 | -$41,330 | -2.14% | |
| Frontier Asset Management, Llc | 0.25% | 28,426 | $1,418,027 | $1,387,641 | -$30,386 | -2.14% | |
| Rfg Advisory, Llc | 0.02% | 23,784 | $1,186,477 | $1,161,037 | -$25,440 | -2.14% | |
| Valmark Advisers, Inc. | 0.01% | 21,964 | $1,095,685 | $1,072,192 | -$23,493 | -2.14% | |
| Oneascent Investment Solutions Llc | 0.94% | 19,854 | $990,428 | $969,191 | -$21,237 | -2.14% | |
| Plan A Wealth Llc | 0.33% | 15,556 | $776,019 | $759,380 | -$16,639 | -2.14% | |
| Creative Financial Designs Inc | 0.03% | 11,705 | $583,934 | $571,390 | -$12,544 | -2.15% | |
| Ifp Advisors, Inc | 0.01% | 10,869 | $542,205 | $530,580 | -$11,625 | -2.14% | |
| Summit Wealth Group Llc / Co | 0.04% | 10,676 | $532,578 | $521,159 | -$11,419 | -2.14% | |
| Global Strategic Investment Solutions, Llc | 0.05% | 10,405 | $519,059 | $507,929 | -$11,130 | -2.14% | |
| Susquehanna International Group, Llp | 0.00% | 9,299 | $463,885 | $453,939 | -$9,946 | -2.14% | |
| Citadel Advisors Llc | 0.00% | 8,309 | $414,499 | $405,611 | -$8,888 | -2.14% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 6,591 | $328,795 | $321,746 | -$7,049 | -2.14% | |
| Goldman Sachs Group Inc | 0.00% | 5,458 | $272,275 | $266,437 | -$5,838 | -2.14% | |
| Harbour Investments, Inc. | 0.00% | 1,574 | $77,687 | $76,836 | -$851 | -1.10% | |
| Advisornet Financial, Inc | 0.00% | 1,092 | $54,475 | $53,307 | -$1,168 | -2.14% | |
| Aptus Capital Advisors, Llc | 0.00% | 501 | $24,993 | $24,457 | -$536 | -2.15% | |
| Fifth Third Bancorp | 0.00% | 340 | $16,961 | $16,597 | -$364 | -2.14% | |
| Ubs Group Ag | 0.00% | 305 | $15,215 | $14,889 | -$326 | -2.14% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 12,996 | $648 | $634,411 | +$633,763 | +97803.00% |
Frequently asked questions about OAEM
Who owns the most OAEM stock?
The largest holders of OAEM are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ONEASCENT EMRG MARKETS ETF (OAEM).
Is OAEM widely held by superinvestors?
Many widely followed stocks like OAEM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OAEM is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.