Who Owns OAIM?
OneAscent International Equity ETF — Institutional Ownership & 13F Holdings
$46.23
+0.71 (+1.57%)
Market Cap
$298.7M
Shares Outstanding
6,801,943
Institutional Holders
28
Total Inst. Value
$131.6M
% of Float Held
—
QoQ Holder Change
+16
Institutional data as of Q1 2025
New Positions
7
Closed Positions
2
Increased
13
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | OneAscent Financial Services LLC | $69.3M | 2,072,304 |
| 2 | OneAscent Wealth Management LLC | $31.8M | 952,921 |
| 3 | OneAscent Family Office, LLC | $7.0M | 209,840 |
| 4 | CreativeOne Wealth, LLC | $7.0M | 207,993 |
| 5 | Cambridge Investment Research Advisors, Inc. | $3.2M | 94,292 |
| 6 | Valmark Advisers, Inc. | $2.6M | 76,847 |
| 7 | OneAscent Investment Solutions LLCNew | $2.5M | 73,697 |
| 8 | PATRON PARTNERS, LLCNew | $1.6M | 48,656 |
| 9 | RFG Advisory, LLC | $1.6M | 46,969 |
| 10 | LPL Financial LLC | $902K | 26,994 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| OneAscent Financial Services LLC | +86K | $69.3M |
| OneAscent Wealth Management LLC | +113K | $31.8M |
| OneAscent Family Office, LLC | +32K | $7.0M |
| CreativeOne Wealth, LLC | +151K | $7.0M |
| Cambridge Investment Research Advisors, Inc. | +6K | $3.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Atria Investments, Inc | -1.4M | $39K |
| First Heartland Consultants, Inc. | -897 | $827K |
| Kestra Advisory Services, LLC | -521 | $815 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | -500 | $279K |
| JANE STREET GROUP, LLC | -156 | $322K |
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Frequently Asked Questions
How many institutional investors hold OAIM?
As of Q1 2025, 28 institutional investors report holding OAIM (OneAscent International Equity ETF) in their 13F filings.
Which hedge fund owns the most OAIM?
The largest institutional holder of OAIM is OneAscent Financial Services LLC with $69.3M in shares.
Are institutions buying or selling OAIM?
This quarter, 7 institutions opened new positions in OAIM and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.