ONEASCENT INTL EQTY ETF (OAIM) Institutional Shareholders
ONEASCENT INTL EQTY ETF (OAIM) 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 $331.25M in OAIM holdings during the latest filing period.
Oneascent Financial Services Llc is currently the largest disclosed institutional shareholder of OAIM tracked by InsiderSet, reporting ownership valued at approximately $127.35M 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 $128.41M, representing an estimated gain of +0.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed OAIM value among the investors covered in this analysis. Major shareholders include Oneascent Financial Services Llc, Oneascent Wealth Management Llc, Lpl Financial Llc, and several other long-term asset managers with concentrated positions in ONEASCENT INTL EQTY ETF (OAIM).
This page ranks the largest institutional OAIM 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
49
Total Reported Value
$331.25M
Largest Holder
Oneascent Financial Services Llc
Largest Position
$127.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
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 | 6.09% | 2,662,525 | $127,348,594 | $128,413,581 | +$1,064,987 | +0.84% | |
| Oneascent Wealth Management Llc | 14.64% | 1,026,961 | $49,119,524 | $49,530,329 | +$410,805 | +0.84% | |
| Lpl Financial Llc | 0.01% | 687,156 | $32,866,680 | $33,141,534 | +$274,854 | +0.84% | |
| Plan A Wealth Llc | 13.33% | 655,254 | $31,340,818 | $31,602,900 | +$262,082 | +0.84% | |
| Atria Investments, Inc | 0.14% | 300,933 | $14,393,647 | $14,513,999 | +$120,352 | +0.84% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 273,671 | $12,928,136 | $13,199,152 | +$271,016 | +2.10% | |
| Oneascent Family Office, Llc | 6.10% | 252,565 | $12,080,175 | $12,181,210 | +$101,035 | +0.84% | |
| Envestnet Asset Management Inc | 0.00% | 148,713 | $7,112,927 | $7,172,428 | +$59,501 | +0.84% | |
| Valmark Advisers, Inc. | 0.06% | 108,855 | $5,206,535 | $5,250,077 | +$43,542 | +0.84% | |
| Inspire Advisors, Llc | 0.26% | 78,363 | $3,748,094 | $3,779,447 | +$31,353 | +0.84% | |
| World Investment Advisors | 0.06% | 83,880 | $3,611,622 | $4,045,532 | +$433,910 | +12.01% | |
| Investment Research Partners Llc | 1.18% | 73,058 | $3,494,379 | $3,523,587 | +$29,208 | +0.84% | |
| Rfg Advisory, Llc | 0.05% | 62,356 | $2,982,487 | $3,007,430 | +$24,943 | +0.84% | |
| Oneascent Investment Solutions Llc | 2.80% | 61,820 | $2,956,863 | $2,981,579 | +$24,716 | +0.84% | |
| Patron Partners, Llc | 1.05% | 57,085 | $2,730,376 | $2,753,210 | +$22,834 | +0.84% | |
| Truewealth Advisors, Llc | 0.53% | 48,845 | $2,336,256 | $2,355,794 | +$19,538 | +0.84% | |
| Cornerstone Financial Management Llc | 1.58% | 41,087 | $1,965,209 | $1,981,626 | +$16,417 | +0.84% | |
| Frontier Asset Management, Llc | 0.35% | 40,709 | $1,947,100 | $1,963,395 | +$16,295 | +0.84% | |
| First Heartland Consultants, Inc. | 0.12% | 40,196 | $1,922,573 | $1,938,653 | +$16,080 | +0.84% | |
| Commonwealth Equity Services, Llc | 0.00% | 33,128 | $1,584,510 | $1,597,763 | +$13,253 | +0.84% | |
| Merit Financial Group, Llc | 0.01% | 31,435 | $1,503,520 | $1,516,110 | +$12,590 | +0.84% | |
| Global Strategic Investment Solutions, Llc | 0.11% | 25,198 | $1,205,220 | $1,215,300 | +$10,080 | +0.84% | |
| Kestra Advisory Services, Llc | 0.00% | 23,086 | $1,104,205 | $1,113,438 | +$9,233 | +0.84% | |
| Firestone Capital Management | 0.12% | 13,823 | $661,143 | $666,683 | +$5,540 | +0.84% | |
| Creativeone Wealth, Llc | 0.01% | 13,805 | $660,294 | $665,815 | +$5,521 | +0.84% | |
| Abundance Wealth Counselors | 0.04% | 13,272 | $634,800 | $640,109 | +$5,309 | +0.84% | |
| Goldman Sachs Group Inc | 0.00% | 11,372 | $543,923 | $548,472 | +$4,549 | +0.84% | |
| Synergy Asset Management, Llc | 0.05% | 11,212 | $536,270 | $540,755 | +$4,485 | +0.84% | |
| Trustwell Financial Advisors, Llc | 0.33% | 8,157 | $390,149 | $393,412 | +$3,263 | +0.84% | |
| Cetera Investment Advisers | 0.00% | 7,210 | $344,846 | $347,738 | +$2,892 | +0.84% | |
| Values First Advisors, Inc. | 0.13% | 5,874 | $280,958 | $283,303 | +$2,345 | +0.83% | |
| Strategic Blueprint, Llc | 0.01% | 5,648 | $270,137 | $272,403 | +$2,266 | +0.84% | |
| Citadel Advisors Llc | 0.00% | 5,545 | $265,217 | $267,435 | +$2,218 | +0.84% | |
| Ifp Advisors, Inc | 0.00% | 5,133 | $245,511 | $247,565 | +$2,054 | +0.84% | |
| Security Financial Services, Inc. | 0.03% | 4,490 | $214,757 | $216,553 | +$1,796 | +0.84% | |
| Creative Financial Designs Inc | 0.01% | 3,387 | $161,995 | $163,355 | +$1,360 | +0.84% | |
| Cx Institutional | 0.00% | 2,768 | $132,000 | $133,501 | +$1,501 | +1.14% | |
| Harbour Investments, Inc. | 0.00% | 2,302 | $109,637 | $111,025 | +$1,388 | +1.27% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,766 | $84,468 | $85,174 | +$706 | +0.84% | |
| Jpmorgan Chase & Co | 0.00% | 1,661 | $78,979 | $80,110 | +$1,131 | +1.43% | |
| Farther Finance Advisors, Llc | 0.00% | 859 | $41,086 | $41,430 | +$344 | +0.84% | |
| Ifg Advisory, Llc | 0.00% | 545 | $26,067 | $26,285 | +$218 | +0.84% | |
| Cwm, Llc | 0.00% | 546 | $23,509 | $26,334 | +$2,825 | +12.01% | |
| Action Point Financial Planning, Llc | 0.00% | 393 | $18,817 | $18,954 | +$137 | +0.73% | |
| Osaic Holdings, Inc. | 0.00% | 288 | $13,775 | $13,890 | +$115 | +0.84% | |
| Advisornet Financial, Inc | 0.00% | 266 | $12,723 | $12,829 | +$106 | +0.83% | |
| Ubs Group Ag | 0.00% | 173 | $8,275 | $8,344 | +$69 | +0.83% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 46,970 | $2,247 | $2,265,363 | +$2,263,116 | +100717.23% | |
| Vanguard Advisers Inc | 0.00% | 1 | $48 | $48 | +$0 | +0.48% |
Frequently asked questions about OAIM
Who owns the most OAIM stock?
The largest holders of OAIM 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 INTL EQTY ETF (OAIM).
Is OAIM widely held by superinvestors?
Many widely followed stocks like OAIM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly OAIM 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.