Who Owns OneAscent International Equity ETF (OAIM)?Hedge Fund & Institutional Holders

$42.39-0.40 (-0.93%)Financial ServicesNYSE_ARCA

Institutional Holders

49

as of Q4 2025

Total Institutional Value

$2.5329000240000002e+178T

% of Float Held

—

QoQ Change in Holders

+13 / -5

Price History

$30.12$34.29$38.46$42.64$46.81Sep 24Jun 25Mar 26

OAIM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Plan A Wealth LLCNew Position+612K+$25.3B
Valmark Advisers, Inc.New Position+97K+$4.0B
Inspire Advisors, LLCNew Position+77K+$3.2B
Frontier Asset Management, LLCNew Position+43K+$1.8B
PATRON PARTNERS, LLCNew Position+45K+$1.0B
Values First Advisors, Inc.New Position+6K+$250.0M
Strategic Blueprint, LLCNew Position+5K+$221.0M
First Heartland Consultants, Inc.Increased+2K+$137.6M
OneAscent Financial Services LLCNew Position+2.3M+$96.0M
OneAscent Wealth Management LLCNew Position+921K+$38.1M
TrueWealth Advisors, LLCIncreased+284+$33.3M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+236K+$10.0M
OneAscent Family Office, LLCNew Position+250K+$10.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+93K+$3.0M
OneAscent Investment Solutions LLCNew Position+63K+$2.6M

OAIM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Atria Investments, IncDecreased-410K-$16.8B
CreativeOne Wealth, LLCDecreased-208K-$8.6B
CITADEL ADVISORS LLCDecreased-67K-$3.6B
JANE STREET GROUP, LLCClosed Position-59K-$2.4B
LPL Financial LLCDecreased-15K-$1.5B
HARBOUR INVESTMENTS, INC.Decreased-26K-$1.3B
Dynamic Advisor Solutions LLCDecreased-2K-$405.3M
Cetera Investment AdvisersDecreased-437-$357.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLPClosed Position-9K-$351.4M
JPMORGAN CHASE & CODecreased-221-$215.0M
IFP Advisors, IncDecreased-3-$203.6M
CREATIVE FINANCIAL DESIGNS INC /ADVDecreased-392-$12.4M
FLOW TRADERS U.S. LLCClosed Position-8K-$330K
HRT FINANCIAL LPClosed Position-7K-$274K
PRINCIPAL SECURITIES, INC.Closed Position-2K-$96K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Plan A Wealth LLC611,968$25.3B12.39%Share
2Atria Investments, Inc602,992$24.0B0.27%Share
3Valmark Advisers, Inc.97,365$4.0B0.05%Share
4Inspire Advisors, LLC76,945$3.2B0.29%Share
5Investment Research Partners LLC71,460$3.0B1.27%Share
6Frontier Asset Management, LLC42,959$1.8B0.41%Share
7First Heartland Consultants, Inc.41,008$1.7B0.13%Share
8PATRON PARTNERS, LLC45,485$1.0B0.45%Share
9TrueWealth Advisors, LLC19,222$795.0M0.21%Share
10Strategic Blueprint, LLC5,363$221.0M0.01%Share
11Values First Advisors, Inc.3,847$159.0M0.08%Share
12CREATIVE FINANCIAL DESIGNS INC /ADV3,248$134.0M0.01%Share
13OneAscent Financial Services LLC2,342,178$96.0M8.85%Share
14Values First Advisors, Inc.1,041$43.0M0.02%Share
15OneAscent Wealth Management LLC920,648$38.1M12.68%Share
16Values First Advisors, Inc.930$38.0M0.02%Share
17AdvisorNet Financial, Inc274$11.0M0.00%Share
18WEALTH ENHANCEMENT ADVISORY SERVICES, LLC236,473$10.0M0.01%Share
19Values First Advisors, Inc.265$10.0M0.01%Share
20OneAscent Family Office, LLC250,171$10.0M6.80%Share
21World Investment Advisors78,957$3.3M0.06%Share
22ENVESTNET ASSET MANAGEMENT INC93,032$3.0M0.00%Share
23OneAscent Investment Solutions LLC62,902$2.6M2.76%Share
24RFG Advisory, LLC56,947$2.4M0.04%Share
25Cornerstone Financial Management LLC27,596$1.1M1.07%Share
26Merit Financial Group, LLC25,183$1.0M0.01%Share
27Cambridge Investment Research Advisors, Inc.42,092$1.0M0.00%Share
28Firestone Capital Management11,742$485K0.10%Share
29EverSource Wealth Advisors, LLC11,115$460K0.00%Share
30CX Institutional8,686$360K0.01%Share
31Dynamic Advisor Solutions LLC8,550$353K0.01%Share
32Abundance Wealth Counselors6,636$274K0.05%Share
33HARBOUR INVESTMENTS, INC.6,194$256K0.01%Share
34EverSource Wealth Advisors, LLC3,389$140K0.00%Share
35EverSource Wealth Advisors, LLC690$28K0.00%Share
36CWM, LLC546$23K0.00%Share
37GeoWealth Management, LLC1$00.00%Share
38IFP Advisors, Inc5,059$00.00%Share
39CreativeOne Wealth, LLC1,559$00.00%Share
40CreativeOne Wealth, LLC4,405$00.00%Share
41CITADEL ADVISORS LLC21,997$00.00%Share
42Aptus Capital Advisors, LLC1,749$00.00%Share
43COMMONWEALTH EQUITY SERVICES, LLC5,347$00.00%Share
44FOUNDATIONS INVESTMENT ADVISORS, LLC6,014$00.00%Share
45Cetera Investment Advisers8,454$00.00%Share
46BANK OF AMERICA CORP /DE/1,416$00.00%Share
47Kestra Advisory Services, LLC23,018$00.00%Share
48JPMORGAN CHASE & CO5,132$00.00%Share
49LPL Financial LLC23,400$00.00%Share

OAIM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202543$65.6B+17
Q3 202526$70.2B-8
Q2 202534$74.8B+6
Q1 202528$56.5B+5
Q4 202423$1.2T+6
Q3 202417$4.3T+0
Q2 202417$9.7T+5
Q1 202412$3.7T—

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As of Q4 2025, 49 institutional investors hold OAIM (OneAscent International Equity ETF). The largest holder is Plan A Wealth LLC with $25.3B in shares. This quarter, 13 institutions opened new positions and 5 closed their positions.

Frequently Asked Questions

How many hedge funds own OAIM?

As of Q4 2025, 49 institutional investors report holding OAIM (OneAscent International Equity ETF) in their 13F filings.

Who is the largest institutional holder of OAIM?

The largest institutional holder of OAIM is Plan A Wealth LLC with $25.3B in shares.

Is institutional ownership of OAIM increasing or decreasing?

This quarter, 13 institutions opened new positions in OAIM and 5 closed their positions.