OAIM institutional holders

OneAscent International Equity ETF · 53 reporting institutions · $333.2M reported value

Funds that can replace OAIM · OAIM return decomposition

Institutional holdings

Institutions reporting OAIM, largest first
InstitutionReported positionAdvisors at firmReport period
Oneascent Financial Services LLC$127.3M852026-06-30
Oneascent Wealth Management$49.1M122026-06-30
Lpl Financial LLC$32.9M23,4582026-06-30
Plan A Wealth LLC$31.3M82026-06-30
Atria Investments, Inc$14.4M62026-06-30
Wealth Enhancement Advisory Services, LLC$12.9M1,0262026-06-30
Oneascent Family Offices$12.1M92026-06-30
Envestnet Pmc$7.1M602026-06-30
Valmark Advisers, Inc.$5.2M2952026-06-30
Inspire Advisors, LLC$3.7M752026-06-30
World Investment Advisors$3.6M3592026-06-30
Investment Research Partners$3.5M72026-06-30
Rfg Advisory, LLC$3M1912026-06-30
Oneascent Investment Solutions, LLC$3M12026-06-30
Patron Partners, LLC$2.7M22026-06-30
Truewealth Advisors, LLC$2.3M142026-06-30
Eversource Wealth Advisors, LLC$2M772026-06-30
Cornerstone Financial Management LLC$2M42026-06-30
Frontier Asset Management, LLC$1.9M92026-06-30
First Heartland Consultants, Inc.$1.9M992026-06-30
Commonwealth Equity Services, LLC$1.6M2,8632026-06-30
Merit Financial Group, LLC$1.5M2952026-06-30
Global Strategic Investment Solutions, LLC$1.2M42026-06-30
Kestra Advisory Services, LLC$1.1M1,4792026-06-30
Firestone Capital Management$661.1K62026-06-30
Creativeone Wealth, LLC$660.3K2212026-06-30
Abundance Wealth Counselors, LLC$634.8K122026-06-30
Goldman Sachs Group Inc$543.9K02026-06-30
Synergy Asset Management, LLC$536.3K102026-06-30
Trustwell Financial Advisors, LLC$390.1K52026-06-30
Cetera Investment Advisers$344.8K10,3702026-06-30
Values First Advisors, Inc.$281K72026-06-30
Strategic Blueprint, LLC$270.1K552026-06-30
Citadel Advisors LLC$265.2K02026-06-30
Ifp Advisors, Inc$245.5K3182026-06-30
Security Financial Services, Inc.$214.8K102026-06-30
Creative Financial Designs Inc /adv$162K02026-06-30
Harbour Investments, Inc.$109.6K2472026-06-30
Aptus Capital Advisors, LLC$84.5K212026-06-30
Jpmorgan Chase & Co$79K02026-06-30
Farther Finance Advisors, LLC$41.1K3342026-06-30
Global Retirement Partners LLC$30K4912026-06-30
Ifg Advisory, LLC$26.1K1102026-06-30
Cwm, LLC$23.5K6672026-03-31
Fiduciary Financial Advisors$19.9K512026-06-30
Bare Financial Services, Inc$14.8K102026-06-30
Osaic Holdings, Inc.$13.8K02026-06-30
Advisornet Wealth Partners$12.7K582026-06-30
UBS Group AG$8.3K02026-06-30
Integrated Wealth Concepts LLC$8K4802026-06-30
Cambridge Investment Research Advisors, Inc.$1.8K3,9402026-03-31
Cx Institutional$132802026-06-30
Vanguard Advisers Inc$482,4692026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-03-31 to 2026-06-30