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Oneascent Emrg Markets ETF (OAEM)

CUSIP: 90470L469 | NYSE | 48 institutional holders

Quarters

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

Assetmark, Inc178,454
0.0% of portfolio›$8.8M
Atria Investments, Inc132,225
0.1% of portfolio›$6.5M
First Heartland Consultants, Inc.66,691
0.2% of portfolio›$3.3M
Frontier Asset Management, LLC30,146
0.3% of portfolio›$1.5M
Creative Financial Designs Inc26,089
0.1% of portfolio›$1.3M
RFG Advisory, LLC25,857
0.0% of portfolio›$1.3M
Global Strategic Investment Solutions, LLC17,145
0.1% of portfolio›$843.7K
Plan A Wealth LLC15,681
0.3% of portfolio›$771.6K
Summit Wealth Group LLC / Co11,429
0.0% of portfolio›$562.4K
Cambridge Investment Research Advisors, Inc.11,384
0.0% of portfolio›$560
IFP Advisors, Inc9,077
0.0% of portfolio›$446.7K
EverSource Wealth Advisors, LLC7,659
0.0% of portfolio›$376.9K
StyleTurnoverLocationFiled
Assetmark, Inc
178,454$8.8M0.0%ETFLowConcord, CA2026-10-21
Atria Investments, Inc
132,225$6.5M0.1%CoreMediumCharlotte, NC2026-10-15
First Heartland Consultants, Inc.
66,691$3.3M0.2%ETFMediumLake St. Louis, MO2026-10-08
Frontier Asset Management, LLC
30,146$1.5M0.3%ETFLowSheridan, WY2026-10-28
Creative Financial Designs Inc
26,089$1.3M0.1%ETFMediumKokomo, IN2026-11-04
RFG Advisory, LLC
25,857$1.3M0.0%ETFMediumBirmingham, AL2026-11-03
Global Strategic Investment Solutions, LLC
17,145$843.7K0.1%ETFLowScottsdale, AZ2026-10-16
Plan A Wealth LLC
15,681$771.6K0.3%CoreLowLincoln, NE2026-10-08
Summit Wealth Group LLC / Co
11,429$562.4K0.0%ETFHighColorado Springs, CO2026-10-29
Cambridge Investment Research Advisors, Inc.
11,384$5600.0%ETFLowFairfield, IA2026-11-02
IFP Advisors, Inc
9,077$446.7K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
7,659$376.9K0.0%CoreMediumBirmingham, AL2026-11-04