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Oneascent Intl Eqty ETF (OAIM)

CUSIP: 90470L444 | NYSE | 72 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Plan A Wealth LLC680,107
11.6% of portfolio›$32.5M
Atria Investments, Inc333,359
0.2% of portfolio›$15.9M
Wealth Enhancement Advisory Services, LLC322,255
0.0% of portfolio›$15.1M
Investment Research Partners LLC74,044
1.2% of portfolio›$3.5M
RFG Advisory, LLC71,520
0.0% of portfolio›$3.4M
EverSource Wealth Advisors, LLC52,323
0.1% of portfolio›$2.5M
TrueWealth Advisors, LLC51,019
0.5% of portfolio›$2.4M
Cambridge Investment Research Advisors, Inc.48,692
0.0% of portfolio›$2.3K
Frontier Asset Management, LLC41,017
0.4% of portfolio›$2.0M
Global Strategic Investment Solutions, LLC40,512
0.2% of portfolio›$1.9M
First Heartland Consultants, Inc.40,104
0.1% of portfolio›$1.9M
Commonwealth Equity Services, LLC32,171
0.0% of portfolio›$1.5M
Kestra Advisory Services, LLC24,736
0.0% of portfolio›$1.2M
Firestone Capital Management14,453
0.1% of portfolio›$690.7K
IFP Advisors, Inc9,674
0.0% of portfolio›$462.3K
TrustWell Financial Advisors, LLC8,947
0.4% of portfolio›$427.6K
CX Institutional8,369
0.0% of portfolio›$400
Synergy Asset Management, LLC7,873
0.0% of portfolio›$376.3K
Abundance Wealth Counselors6,755
0.0% of portfolio›$322.8K
Strategic Blueprint, LLC5,559
0.0% of portfolio›$265.7K
Security Financial Services, Inc.5,337
0.0% of portfolio›$255.1K
XY Planning Network, Inc.5,215
0.0% of portfolio›$249.2K
Values First Advisors, Inc.4,834
0.1% of portfolio›$231.0K
Creative Financial Designs Inc3,263
0.0% of portfolio›$155.9K
Farther Finance Advisors, LLC859
0.0% of portfolio›$41.1K
Bare Financial Services, Inc309
0.0% of portfolio›$14.8K
StyleTurnoverLocationFiled
Plan A Wealth LLC
680,107$32.5M11.6%CoreLowLincoln, NE2026-10-08
Atria Investments, Inc
333,359$15.9M0.2%CoreMediumCharlotte, NC2026-10-15
Wealth Enhancement Advisory Services, LLC
322,255$15.1M0.0%CoreLowPlymouth, MN2026-10-13
Investment Research Partners LLC
74,044$3.5M1.2%CoreLowLemont, PA2026-10-19
RFG Advisory, LLC
71,520$3.4M0.0%ETFMediumBirmingham, AL2026-11-03
EverSource Wealth Advisors, LLC
52,323$2.5M0.1%CoreMediumBirmingham, AL2026-11-04
TrueWealth Advisors, LLC
51,019$2.4M0.5%ETFMediumBirmingham, AL2026-10-09
Cambridge Investment Research Advisors, Inc.
48,692$2.3K0.0%ETFLowFairfield, IA2026-11-02
Frontier Asset Management, LLC
41,017$2.0M0.4%ETFLowSheridan, WY2026-10-28
Global Strategic Investment Solutions, LLC
40,512$1.9M0.2%ETFLowScottsdale, AZ2026-10-16
First Heartland Consultants, Inc.
40,104$1.9M0.1%ETFMediumLake St. Louis, MO2026-10-08
Commonwealth Equity Services, LLC
32,171$1.5M0.0%ETFLowWaltham, MA2026-11-02
Kestra Advisory Services, LLC
24,736$1.2M0.0%CoreLowAustin, TX2026-11-02
Firestone Capital Management
14,453$690.7K0.1%ETFVery LowSouth Miami, FL2026-11-03
IFP Advisors, Inc
9,674$462.3K0.0%GrowthLowTampa, FL2026-10-16
TrustWell Financial Advisors, LLC
8,947$427.6K0.4%ETFMediumJacksonville, FL2026-10-15
CX Institutional
8,369$4000.0%CoreMediumAuburn, IN2026-10-02
Synergy Asset Management, LLC
7,873$376.3K0.0%GrowthHighVancouver, WA2026-11-05
Abundance Wealth Counselors
6,755$322.8K0.0%GrowthLowState College, PA2026-10-26
Strategic Blueprint, LLC
5,559$265.7K0.0%ETFLowAtlanta, GA2026-10-22
Security Financial Services, Inc.
5,337$255.1K0.0%ETFMediumFort Wayne, IN2026-10-29
XY Planning Network, Inc.
5,215$249.2K0.0%ETFLowBozeman, MT2026-10-14
Values First Advisors, Inc.
4,834$231.0K0.1%CoreMediumJohnson City, TN2026-10-23
Creative Financial Designs Inc
3,263$155.9K0.0%ETFMediumKokomo, IN2026-11-04
Farther Finance Advisors, LLC
859$41.1K0.0%IndexLowSan Francisco, CA2026-10-08
Bare Financial Services, Inc
309$14.8K0.0%ETFVery LowGap, PA2026-11-04