OAIM Institutional Ownership & Shareholders
ONEASCENT INTL EQTY ETF (OAIM) is currently held by 49 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $337.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $121.41M, representing an estimated loss of -4.67% 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
$337.52M
Largest Holder
Oneascent Financial Services Llc
Largest Position
$127.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
60
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 | $121,406,081 | -$5,942,513 | -4.67% | |
| Oneascent Wealth Management Llc | 14.64% | 1,026,961 | $49,119,524 | $46,827,470 | -$2,292,054 | -4.67% | |
| Lpl Financial Llc | 0.01% | 687,156 | $32,866,680 | $31,333,008 | -$1,533,672 | -4.67% | |
| Plan A Wealth Llc | 11.60% | 680,107 | $32,502,339 | $31,011,587 | -$1,490,752 | -4.59% | |
| Atria Investments, Inc | 0.16% | 333,359 | $15,931,249 | $15,200,537 | -$730,712 | -4.59% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 322,255 | $15,085,047 | $14,694,216 | -$390,831 | -2.59% | |
| Oneascent Family Office, Llc | 6.10% | 252,565 | $12,080,175 | $11,516,484 | -$563,691 | -4.67% | |
| Envestnet Asset Management Inc | 0.00% | 148,713 | $7,112,927 | $6,781,030 | -$331,897 | -4.67% | |
| Valmark Advisers, Inc. | 0.06% | 108,855 | $5,206,535 | $4,963,581 | -$242,954 | -4.67% | |
| Inspire Advisors, Llc | 0.26% | 78,363 | $3,748,094 | $3,573,204 | -$174,890 | -4.67% | |
| World Investment Advisors | 0.06% | 83,880 | $3,611,622 | $3,824,769 | +$213,147 | +5.90% | |
| Investment Research Partners Llc | 1.20% | 74,044 | $3,538,577 | $3,376,266 | -$162,311 | -4.59% | |
| Rfg Advisory, Llc | 0.05% | 62,356 | $2,982,487 | $2,843,315 | -$139,172 | -4.67% | |
| Oneascent Investment Solutions Llc | 2.80% | 61,820 | $2,956,863 | $2,818,875 | -$137,988 | -4.67% | |
| Patron Partners, Llc | 1.05% | 57,085 | $2,730,376 | $2,602,968 | -$127,408 | -4.67% | |
| Truewealth Advisors, Llc | 0.55% | 51,019 | $2,438,177 | $2,326,369 | -$111,808 | -4.59% | |
| Cornerstone Financial Management Llc | 1.58% | 41,087 | $1,965,209 | $1,873,489 | -$91,720 | -4.67% | |
| Frontier Asset Management, Llc | 0.37% | 41,017 | $1,960,216 | $1,870,297 | -$89,919 | -4.59% | |
| Global Strategic Investment Solutions, Llc | 0.17% | 40,512 | $1,936,068 | $1,847,270 | -$88,798 | -4.59% | |
| First Heartland Consultants, Inc. | 0.13% | 40,104 | $1,916,569 | $1,828,666 | -$87,903 | -4.59% | |
| Commonwealth Equity Services, Llc | 0.00% | 33,128 | $1,584,510 | $1,510,574 | -$73,936 | -4.67% | |
| Merit Financial Group, Llc | 0.01% | 31,435 | $1,503,520 | $1,433,376 | -$70,144 | -4.67% | |
| Kestra Advisory Services, Llc | 0.00% | 23,086 | $1,104,205 | $1,052,678 | -$51,527 | -4.67% | |
| Firestone Capital Management | 0.12% | 13,823 | $661,143 | $630,303 | -$30,840 | -4.66% | |
| Creativeone Wealth, Llc | 0.01% | 13,805 | $660,294 | $629,482 | -$30,812 | -4.67% | |
| Goldman Sachs Group Inc | 0.00% | 11,372 | $543,923 | $518,542 | -$25,381 | -4.67% | |
| Synergy Asset Management, Llc | 0.05% | 11,212 | $536,270 | $511,246 | -$25,024 | -4.67% | |
| Ifp Advisors, Inc | 0.01% | 9,674 | $462,320 | $441,116 | -$21,204 | -4.59% | |
| Trustwell Financial Advisors, Llc | 0.36% | 8,947 | $427,578 | $407,966 | -$19,612 | -4.59% | |
| Cetera Investment Advisers | 0.00% | 7,210 | $344,846 | $328,762 | -$16,084 | -4.66% | |
| Abundance Wealth Counselors | 0.05% | 6,755 | $322,821 | $308,015 | -$14,806 | -4.59% | |
| Strategic Blueprint, Llc | 0.01% | 5,559 | $265,658 | $253,480 | -$12,178 | -4.58% | |
| Citadel Advisors Llc | 0.00% | 5,545 | $265,217 | $252,841 | -$12,376 | -4.67% | |
| Security Financial Services, Inc. | 0.03% | 5,337 | $255,074 | $243,357 | -$11,717 | -4.59% | |
| Xy Planning Network, Inc. | 0.03% | 5,215 | $249,225 | $237,794 | -$11,431 | -4.59% | |
| Values First Advisors, Inc. | 0.11% | 4,834 | $231,025 | $220,421 | -$10,604 | -4.59% | |
| Creative Financial Designs Inc | 0.01% | 3,387 | $161,995 | $154,441 | -$7,554 | -4.66% | |
| Harbour Investments, Inc. | 0.00% | 2,302 | $109,637 | $104,967 | -$4,670 | -4.26% | |
| Aptus Capital Advisors, Llc | 0.00% | 1,766 | $84,468 | $80,526 | -$3,942 | -4.67% | |
| Jpmorgan Chase & Co | 0.00% | 1,661 | $78,979 | $75,738 | -$3,241 | -4.10% | |
| Farther Finance Advisors, Llc | 0.00% | 859 | $41,052 | $39,169 | -$1,883 | -4.59% | |
| Ifg Advisory, Llc | 0.00% | 545 | $26,067 | $24,851 | -$1,216 | -4.67% | |
| Cwm, Llc | 0.00% | 546 | $23,509 | $24,897 | +$1,388 | +5.90% | |
| Action Point Financial Planning, Llc | 0.00% | 393 | $18,817 | $17,920 | -$897 | -4.77% | |
| Osaic Holdings, Inc. | 0.00% | 288 | $13,775 | $13,132 | -$643 | -4.67% | |
| Ubs Group Ag | 0.00% | 173 | $8,275 | $7,888 | -$387 | -4.67% | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 46,970 | $2,247 | $2,141,743 | +$2,139,496 | +95215.65% | |
| Cx Institutional | 0.01% | 8,369 | $400 | $381,610 | +$381,210 | +95302.62% | |
| Vanguard Advisers Inc | 0.00% | 1 | $48 | $46 | -$2 | -5.00% |
Frequently asked questions about OAIM
Who are the largest institutional holders of OAIM?
The largest institutional holders of OAIM reported in the latest SEC Form 13F filings include Oneascent Financial Services Llc, Oneascent Wealth Management Llc, Lpl Financial Llc, Plan A Wealth Llc, and Atria Investments, Inc. InsiderSet ranks institutional holders by their latest reported OAIM position.
What is OAIM institutional ownership?
This page tracks OAIM positions reported by institutional investment managers through SEC Form 13F. ONEASCENT INTL EQTY ETF (OAIM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own OAIM?
InsiderSet currently tracks 49 institutional managers reporting OAIM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of OAIM shareholders.
How much OAIM stock do institutions own?
Institutional investment managers disclosed approximately $337.52M in OAIM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was OAIM institutional ownership last updated?
The latest OAIM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional OAIM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its OAIM position after the reporting date.
Are institutions buying or selling OAIM?
Institutional buying and selling can be analyzed by comparing OAIM positions across consecutive 13F reporting periods. InsiderSet's OAIM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View OAIM ownership changes.
How has OAIM institutional ownership changed over time?
InsiderSet tracks OAIM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.