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Oneascent Intl Eqty ETF (OAIM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares720,125 from 687,156
Change+32,969 (+5%)
Value$34.4M (+$1.5M)
Filed 2026-11-06
Plan A Wealth LLC
INCREASED
Shares680,107 from 655,254
Change+24,853 (+4%)
Value$32.5M (+$1.2M)
Filed 2026-10-08
Atria Investments, Inc
INCREASED
Shares333,359 from 300,933
Change+32,426 (+11%)
Value$15.9M (+$1.5M)
Filed 2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares322,255 from 273,671
Change+48,584 (+18%)
Value$15.1M (+$2.2M)
Filed 2026-10-13
Valmark Advisers, Inc.
DECREASED
Shares106,622 from 108,855
Change-2,233 (-2%)
Value$5.1M (-$111.1K)
Filed 2026-11-06
Investment Research Partners LLC
INCREASED
Shares74,044 from 73,058
Change+986 (+1%)
Value$3.5M (+$44.2K)
Filed 2026-10-19
RFG Advisory, LLC
INCREASED
Shares71,520 from 62,356
Change+9,164 (+15%)
Value$3.4M (+$435.5K)
Filed 2026-11-03
EverSource Wealth Advisors, LLC
INCREASED
Shares52,323 from 42,692
Change+9,631 (+23%)
Value$2.5M (+$458.6K)
Filed 2026-11-04
TrueWealth Advisors, LLC
INCREASED
Shares51,019 from 48,845
Change+2,174 (+4%)
Value$2.4M (+$101.9K)
Filed 2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares48,692 from 46,970
Change+1,722 (+4%)
Value$2.3K (-$2.2M)
Filed 2026-11-02
Frontier Asset Management, LLC
INCREASED
Shares41,017 from 40,709
Change+308 (+1%)
Value$2.0M (+$13.1K)
Filed 2026-10-28
Global Strategic Investment Solutions, LLC
INCREASED
Shares40,512 from 25,198
Change+15,314 (+61%)
Value$1.9M (+$730.8K)
Filed 2026-10-16
First Heartland Consultants, Inc.
DECREASED
Shares40,104 from 40,196
Change-92 (0%)
Value$1.9M (-$6.0K)
Filed 2026-10-08
Merit Financial Group, LLC
INCREASED
Shares32,880 from 31,435
Change+1,445 (+5%)
Value$1.6M (+$67.8K)
Filed 2026-11-06
Commonwealth Equity Services, LLC
DECREASED
Shares32,171 from 33,128
Change-957 (-3%)
Value$1.5M (-$47.1K)
Filed 2026-11-02
Kestra Advisory Services, LLC
INCREASED
Shares24,736 from 23,086
Change+1,650 (+7%)
Value$1.2M (+$77.9K)
Filed 2026-11-02
Firestone Capital Management
INCREASED
Shares14,453 from 13,823
Change+630 (+5%)
Value$690.7K (+$29.6K)
Filed 2026-11-03
Harbour Investments, Inc.
INCREASED
Shares11,028 from 2,302
Change+8,726 (+379%)
Value$527.2K (+$417.5K)
Filed 2026-11-09
IFP Advisors, Inc
INCREASED
Shares9,674 from 5,133
Change+4,541 (+88%)
Value$462.3K (+$216.8K)
Filed 2026-10-16
TrustWell Financial Advisors, LLC
INCREASED
Shares8,947 from 8,157
Change+790 (+10%)
Value$427.6K (+$37.4K)
Filed 2026-10-15
CX Institutional
INCREASED
Shares8,369 from 2,768
Change+5,601 (+202%)
Value$400 (+$268)
Filed 2026-10-02
Synergy Asset Management, LLC
DECREASED
Shares7,873 from 11,212
Change-3,339 (-30%)
Value$376.3K (-$160.0K)
Filed 2026-11-05
Abundance Wealth Counselors
INCREASED
Shares6,755 from 6,636
Change+119 (+2%)
Value$322.8K (+$5.4K)
Filed 2026-10-26
Strategic Blueprint, LLC
DECREASED
Shares5,559 from 5,648
Change-89 (-2%)
Value$265.7K (-$4.5K)
Filed 2026-10-22
Security Financial Services, Inc.
INCREASED
Shares5,337 from 4,490
Change+847 (+19%)
Value$255.1K (+$40.3K)
Filed 2026-10-29
XY Planning Network, Inc.
NEW
Shares5,215
Change+5,215
Value$249.2K
Filed 2026-10-14
Values First Advisors, Inc.
DECREASED
Shares4,834 from 5,874
Change-1,040 (-18%)
Value$231.0K (-$49.9K)
Filed 2026-10-23
Creative Financial Designs Inc
DECREASED
Shares3,263 from 3,387
Change-124 (-4%)
Value$155.9K (-$6.1K)
Filed 2026-11-04
IFG Advisory, LLC
INCREASED
Shares1,271 from 545
Change+726 (+133%)
Value$60.7K (+$34.7K)
Filed 2026-11-09
Farther Finance Advisors, LLC
UNCHANGED
Shares859 from 859
Change0 (0%)
Value$41.1K (-$34)
Filed 2026-10-08
Bare Financial Services, Inc
UNCHANGED
Shares309 from 309
Change0 (0%)
Value$14.8K (-$12)
Filed 2026-11-04
AdvisorNet Financial, Inc
CLOSED
Shares0 from 266
Change-266 (-100%)
Value$0 (-$12.7K)
Filed 2026-10-15
OneAscent Financial Services LLC
N/A
Shares— from 2,662,525
Change-2,662,525 (-100%)
Value—
OneAscent Wealth Management LLC
N/A
Shares— from 1,026,961
Change-1,026,961 (-100%)
Value—
OneAscent Family Office, LLC
N/A
Shares— from 252,565
Change-252,565 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 148,713
Change-148,713 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 83,880
Change-83,880 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 78,363
Change-78,363 (-100%)
Value—
OneAscent Investment Solutions LLC
N/A
Shares— from 61,820
Change-61,820 (-100%)
Value—
Patron Partners, LLC
N/A
Shares— from 57,085
Change-57,085 (-100%)
Value—
Cornerstone Financial Management LLC
N/A
Shares— from 41,087
Change-41,087 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 13,805
Change-13,805 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 11,372
Change-11,372 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,210
Change-7,210 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 5,545
Change-5,545 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 1,766
Change-1,766 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,661
Change-1,661 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 627
Change-627 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 415
Change-415 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 288
Change-288 (-100%)
Value—
UBS Group AG
N/A
Shares— from 173
Change-173 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
LPL Financial LLC
INCREASED720,125687,156+32,969+5%$32.9M$34.4M+$1.5M2026-11-06
Plan A Wealth LLC
INCREASED680,107655,254+24,853+4%$31.3M$32.5M+$1.2M2026-10-08
Atria Investments, Inc
INCREASED333,359300,933+32,426+11%$14.4M$15.9M+$1.5M2026-10-15
Wealth Enhancement Advisory Services, LLC
INCREASED322,255273,671+48,584+18%$12.9M$15.1M+$2.2M2026-10-13
Valmark Advisers, Inc.
DECREASED106,622108,855-2,233-2%$5.2M$5.1M-$111.1K2026-11-06
Investment Research Partners LLC
INCREASED74,04473,058+986+1%$3.5M$3.5M+$44.2K2026-10-19
RFG Advisory, LLC
INCREASED71,52062,356+9,164+15%$3.0M$3.4M+$435.5K2026-11-03
EverSource Wealth Advisors, LLC
INCREASED52,32342,692+9,631+23%$2.0M$2.5M+$458.6K2026-11-04
TrueWealth Advisors, LLC
INCREASED51,01948,845+2,174+4%$2.3M$2.4M+$101.9K2026-10-09
Cambridge Investment Research Advisors, Inc.
INCREASED48,69246,970+1,722+4%$2.2M$2.3K-$2.2M2026-11-02
Frontier Asset Management, LLC
INCREASED41,01740,709+308+1%$1.9M$2.0M+$13.1K2026-10-28
Global Strategic Investment Solutions, LLC
INCREASED40,51225,198+15,314+61%$1.2M$1.9M+$730.8K2026-10-16
First Heartland Consultants, Inc.
DECREASED40,10440,196-920%$1.9M$1.9M-$6.0K2026-10-08
Merit Financial Group, LLC
INCREASED32,88031,435+1,445+5%$1.5M$1.6M+$67.8K2026-11-06
Commonwealth Equity Services, LLC
DECREASED32,17133,128-957-3%$1.6M$1.5M-$47.1K2026-11-02
Kestra Advisory Services, LLC
INCREASED24,73623,086+1,650+7%$1.1M$1.2M+$77.9K2026-11-02
Firestone Capital Management
INCREASED14,45313,823+630+5%$661.1K$690.7K+$29.6K2026-11-03
Harbour Investments, Inc.
INCREASED11,0282,302+8,726+379%$109.6K$527.2K+$417.5K2026-11-09
IFP Advisors, Inc
INCREASED9,6745,133+4,541+88%$245.5K$462.3K+$216.8K2026-10-16
TrustWell Financial Advisors, LLC
INCREASED8,9478,157+790+10%$390.1K$427.6K+$37.4K2026-10-15
CX Institutional
INCREASED8,3692,768+5,601+202%$132$400+$2682026-10-02
Synergy Asset Management, LLC
DECREASED7,87311,212-3,339-30%$536.3K$376.3K-$160.0K2026-11-05
Abundance Wealth Counselors
INCREASED6,7556,636+119+2%$317.4K$322.8K+$5.4K2026-10-26
Strategic Blueprint, LLC
DECREASED5,5595,648-89-2%$270.1K$265.7K-$4.5K2026-10-22
Security Financial Services, Inc.
INCREASED5,3374,490+847+19%$214.8K$255.1K+$40.3K2026-10-29
XY Planning Network, Inc.
NEW5,215—+5,215——$249.2K—2026-10-14
Values First Advisors, Inc.
DECREASED4,8345,874-1,040-18%$281.0K$231.0K-$49.9K2026-10-23
Creative Financial Designs Inc
DECREASED3,2633,387-124-4%$162.0K$155.9K-$6.1K2026-11-04
IFG Advisory, LLC
INCREASED1,271545+726+133%$26.1K$60.7K+$34.7K2026-11-09
Farther Finance Advisors, LLC
UNCHANGED85985900%$41.1K$41.1K-$342026-10-08
Bare Financial Services, Inc
UNCHANGED30930900%$14.8K$14.8K-$122026-11-04
AdvisorNet Financial, Inc
CLOSED0266-266-100%$12.7K$0-$12.7K2026-10-15
OneAscent Financial Services LLC
N/A—2,662,525-2,662,525-100%$127.3M———
OneAscent Wealth Management LLC
N/A—1,026,961-1,026,961-100%$49.1M———
OneAscent Family Office, LLC
N/A—252,565-252,565-100%$12.1M———
Envestnet Asset Management Inc
N/A—148,713-148,713-100%$7.1M———
World Investment Advisors
N/A—83,880-83,880-100%$3.6M———
Inspire Advisors, LLC
N/A—78,363-78,363-100%$3.7M———
OneAscent Investment Solutions LLC
N/A—61,820-61,820-100%$3.0M———
Patron Partners, LLC
N/A—57,085-57,085-100%$2.7M———
Cornerstone Financial Management LLC
N/A—41,087-41,087-100%$2.0M———
CreativeOne Wealth, LLC
N/A—13,805-13,805-100%$660.3K———
Goldman Sachs Group Inc
N/A—11,372-11,372-100%$543.9K———
Cetera Investment Advisers
N/A—7,210-7,210-100%$344.8K———
Citadel Advisors LLC
N/A—5,545-5,545-100%$265.2K———
Aptus Capital Advisors, LLC
N/A—1,766-1,766-100%$84.5K———
JPMorgan Chase & Co
N/A—1,661-1,661-100%$79.0K———
Global Retirement Partners, LLC
N/A—627-627-100%$30.0K———
Fiduciary Financial Advisors
N/A—415-415-100%$19.9K———
Osaic Holdings, Inc.
N/A—288-288-100%$13.8K———
UBS Group AG
N/A—173-173-100%$8.3K———
Vanguard Advisers Inc
N/A—1-1-100%$48———
Showing 52 of 52 institutions