ONEASCENT INTL EQTY ETF OAIM
$46.66
-0.8% 52w: $36.20 – $48.76
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data36.2042.4848.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
48
+5 QoQ
13F value
$306.9M
+25.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns OAIM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| OneAscent Financial Services LLC | Wealth advisor | 2.6M | $109.8M | 5.9% | +8.9% |
| OneAscent Wealth Management LLC | Wealth advisor | 954.7K | $41.1M | 13.6% | +3.7% |
| Plan A Wealth LLC | Wealth advisor | 634.2K | $27.3M | 13.1% | +3.6% |
| LPL Financial LLC | Bank broker | 632.2K | $27.2M | 0.0% | +2601.9% |
| Atria Investments, Inc | Wealth advisor | 596.4K | $25.7M | 0.3% | -1.1% |
| OneAscent Family Office, LLC | Wealth advisor | 251.1K | $10.8M | 7.6% | +0.4% |
| CreativeOne Wealth, LLC | Wealth advisor | 235.5K | $10.1M | 0.2% | +3849.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 223.2K | $9.7M | 0.0% | -5.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 119.5K | $5.1M | 0.0% | +28.4% |
| Valmark Advisers, Inc. | Wealth advisor | 99.1K | $4.3M | 0.1% | +1.7% |
| World Investment Advisors | Wealth advisor | 83.9K | $3.6M | 0.1% | +6.2% |
| Inspire Advisors, LLC | Wealth advisor | 79.3K | $3.4M | 0.3% | +3.1% |
| Investment Research Partners LLC | Other | 73.8K | $3.2M | 1.3% | +3.3% |
| OneAscent Investment Solutions LLC | Other | 71.3K | $3.1M | 3.1% | +13.4% |
| RFG Advisory, LLC | Wealth advisor | 60.6K | $2.6M | 0.0% | +6.5% |
| PATRON PARTNERS, LLC | Other | 52.3K | $2.3M | 1.0% | +15.0% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 42.0K | $1.8M | 0.0% | -0.3% |
| Frontier Asset Management, LLC | Wealth advisor | 41.7K | $1.8M | 0.4% | -2.9% |
| First Heartland Consultants, Inc. | Wealth advisor | 40.9K | $1.8M | 0.1% | -0.4% |
| TrueWealth Advisors, LLC | Wealth advisor | 36.0K | $1.5M | 0.4% | +87.2% |
| Cornerstone Financial Management LLC | Wealth advisor | 33.6K | $1.4M | 1.3% | +21.7% |
| EverSource Wealth Advisors, LLC | Wealth advisor | 30.5K | $1.3M | 0.0% | +100.7% |
| Merit Financial Group, LLC | Wealth advisor | 26.2K | $1.1M | 0.0% | +4.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 23.6K | $1.0M | 0.0% | +2.6% |
| JANE STREET GROUP, LLC | Market maker | 18.3K | $786K | 0.0% | New |
| Global Strategic Investment Solutions, LLC | Wealth advisor | 14.2K | $611K | 0.1% | New |
| Firestone Capital Management | Wealth advisor | 12.9K | $555K | 0.1% | +9.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 12.6K | $543K | 0.0% | -42.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 8.6K | $371K | 0.0% | +39.6% |
| Cetera Investment Advisers | Wealth advisor | 8.5K | $364K | 0.0% | 0.0% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 8.4K | $363K | 0.0% | -1.3% |
| Abundance Wealth Counselors | Wealth advisor | 6.6K | $286K | 0.0% | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 6.5K | $279K | 0.0% | New |
| Values First Advisors, Inc. | Other | 5.9K | $253K | 0.1% | -3.4% |
| Strategic Blueprint, LLC | Wealth advisor | 5.4K | $232K | 0.0% | +0.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 5.3K | $230K | 0.0% | Held |
| IFP Advisors, Inc | Wealth advisor | 5.2K | $222K | 0.0% | +1.8% |
| JPMORGAN CHASE & CO | Bank broker | 5.1K | $213K | 0.0% | -0.4% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | Wealth advisor | 3.5K | $151K | 0.0% | +7.9% |
| CX Institutional | Wealth advisor | 2.9K | $126K | 0.0% | -66.3% |
| Aptus Capital Advisors, LLC | Wealth advisor | 1.8K | $76K | 0.0% | +1.0% |
| CWM, LLC | Wealth advisor | 546 | $24K | 0.0% | Held |
| MATHER GROUP, LLC. | Wealth advisor | 309 | $13K | 0.0% | New |
| OSAIC HOLDINGS, INC. | Wealth advisor | 288 | $12K | 0.0% | New |
| AdvisorNet Financial, Inc | Wealth advisor | 258 | $11K | 0.0% | -5.8% |
| Blue Trust, Inc. | Wealth advisor | 157 | $7K | 0.0% | New |
| VANGUARD ADVISERS INC | Wealth advisor | 1 | $43 | 0.0% | — |
| GeoWealth Management, LLC | Wealth advisor | 1 | $43 | 0.0% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.