Who owns OAIM?
OneAscent International Equity ETF · OneAscent
52 institutions reported holding OAIM, worth $337.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of OAIM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| OneAscent Financial Services LLC | Birmingham, AL | $127.3M | 2,662,525 | +111,540 shares |
| OneAscent Wealth Management LLC | Birmingham, AL | $49.1M | 1,026,961 | +72,224 shares |
| LPL Financial LLC | Fort Mill, SC | $32.9M | 687,156 | +54,914 shares |
| Plan A Wealth LLC | Lincoln, NE | $31.3M | 655,254 | +21,075 shares |
| Atria Investments, Inc | Charlotte, NC | $14.4M | 300,933 | −295,472 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $12.9M | 273,671 | +50,473 shares |
| OneAscent Family Office, LLC | Birmingham, AL | $12.1M | 252,565 | +1,439 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $7.1M | 148,713 | +29,254 shares |
| Valmark Advisers, Inc. | Akron, OH | $5.2M | 108,855 | +9,795 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.5M | 93,940 | +51,975 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns OAIM?
52 institutional managers reported holding OAIM in Form 13F filings for June 30, 2026, worth $337.8M in total. The largest reported position was held by OneAscent Financial Services LLC, at $127.3M.
Did institutions buy or sell OAIM last quarter?
Reported 13F value rose 10.1% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is OAIM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.