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OAIM · ONEASCENT INTERNATIONAL EQUITY ETF ETF

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$49.07 +0.17 (+0.36%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 2
Total Value: $2,230,408
Total Shares: 46,632

Institutional Ownership Trend

16 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026
Top Holder
88.1%
Sep 2023 → Jun 2026 · range 22.4% – 88.1%
+52.3 pts
Top 5
100.0%
Sep 2023 → Jun 2026 · range 72.8% – 100.0%
+24.7 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 84.3% – 100.0%
+11.6 pts
HHI
7,905
Sep 2023 → Jun 2026 · range 1,296 – 7,905
Highly concentrated+6,170

Quarterly Activity

vs Mar 31, 2026
New
0
Increased
1
Decreased
1
Sold Out
46
Unchanged
0
Holder count: -46
Institutional value: -99.3%
Shares held: -99.3%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Cornerstone Financial Management LLC +7,509 41,087

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
CITADEL ADVISORS LLC −7,067 5,545

Top New Positions

vs Mar 31, 2026
No new positions this quarter.

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
OneAscent Financial Services LLC 2,550,985 $109,837,761
OneAscent Wealth Management LLC 954,737 $41,108,111
Plan A Wealth LLC 634,179 $27,305,845
LPL Financial LLC 632,242 $27,222,443
Atria Investments, Inc 596,405 $25,679,410
Filter: New 0 Increased 1 Reduced 1 Sold out 46 Unchanged 0
Showing 2 of 2
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Cornerstone Financial Management LLC OAIM $1,965,191 88.11% 41,087
CITADEL ADVISORS LLC OAIM $265,217 11.89% 5,545