Oneascent Emrg Markets ETF (OAEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Assetmark, Inc

NEW

Shares178,454

Change+178,454

Value$8.8M

Filed 2026-10-21

Atria Investments, Inc

INCREASED

Shares132,225 from 103,903

Change+28,322 (+27%)

Value$6.5M (+$1.3M)

Filed 2026-10-15

First Heartland Consultants, Inc.

INCREASED

Shares66,691 from 41,978

Change+24,713 (+59%)

Value$3.3M (+$1.2M)

Filed 2026-10-08

Frontier Asset Management, LLC

INCREASED

Shares30,146 from 28,426

Change+1,720 (+6%)

Value$1.5M (+$65.4K)

Filed 2026-10-28

Creative Financial Designs Inc

INCREASED

Shares26,089 from 11,705

Change+14,384 (+123%)

Value$1.3M (+$699.9K)

Filed 2026-11-04

RFG Advisory, LLC

INCREASED

Shares25,857 from 23,784

Change+2,073 (+9%)

Value$1.3M (+$85.9K)

Filed 2026-11-03

Valmark Advisers, Inc.

DECREASED

Shares21,409 from 21,964

Change-555 (-3%)

Value$1.1M (-$42.2K)

Filed 2026-11-06

Global Strategic Investment Solutions, LLC

INCREASED

Shares17,145 from 10,405

Change+6,740 (+65%)

Value$843.7K (+$324.6K)

Filed 2026-10-16

Plan A Wealth LLC

INCREASED

Shares15,681 from 15,556

Change+125 (+1%)

Value$771.6K (-$4.4K)

Filed 2026-10-08

Summit Wealth Group LLC / Co

INCREASED

Shares11,429 from 10,676

Change+753 (+7%)

Value$562.4K (+$29.8K)

Filed 2026-10-29

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares11,384 from 12,996

Change-1,612 (-12%)

Value$560 (-$647.4K)

Filed 2026-11-02

IFP Advisors, Inc

DECREASED

Shares9,077 from 10,869

Change-1,792 (-16%)

Value$446.7K (-$95.5K)

Filed 2026-10-16

Harbour Investments, Inc.

INCREASED

Shares8,261 from 1,574

Change+6,687 (+425%)

Value$406.7K (+$329.1K)

Filed 2026-11-09

EverSource Wealth Advisors, LLC

INCREASED

Shares7,659 from 5,932

Change+1,727 (+29%)

Value$376.9K (+$81.0K)

Filed 2026-11-04

Fifth Third Bancorp

UNCHANGED

Shares340 from 340

Change0 (0%)

Value$16.7K (-$230)

Filed 2026-11-05

AdvisorNet Financial, Inc

CLOSED

Shares0 from 1,092

Change-1,092 (-100%)

Value$0 (-$54.5K)

Filed 2026-10-15

OneAscent Financial Services LLC

N/A

Shares— from 851,460

Change-851,460 (-100%)

Value—

OneAscent Wealth Management LLC

N/A

Shares— from 424,946

Change-424,946 (-100%)

Value—

Proficio Capital Partners LLC

N/A

Shares— from 305,137

Change-305,137 (-100%)

Value—

OneAscent Family Office, LLC

N/A

Shares— from 76,923

Change-76,923 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 58,965

Change-58,965 (-100%)

Value—

Inspire Advisors, LLC

N/A

Shares— from 53,681

Change-53,681 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 48,790

Change-48,790 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 43,619

Change-43,619 (-100%)

Value—

Patron Partners, LLC

N/A

Shares— from 38,640

Change-38,640 (-100%)

Value—

OneAscent Investment Solutions LLC

N/A

Shares— from 19,854

Change-19,854 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 9,299

Change-9,299 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 8,309

Change-8,309 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 6,591

Change-6,591 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 5,458

Change-5,458 (-100%)

Value—

Aptus Capital Advisors, LLC

N/A

Shares— from 501

Change-501 (-100%)

Value—

UBS Group AG

N/A

Shares— from 305

Change-305 (-100%)

Value—

	Status
Assetmark, Inc	NEW	178,454	—	+178,454	—	—	$8.8M	—	2026-10-21
Atria Investments, Inc	INCREASED	132,225	103,903	+28,322	+27%	$5.2M	$6.5M	+$1.3M	2026-10-15
First Heartland Consultants, Inc.	INCREASED	66,691	41,978	+24,713	+59%	$2.1M	$3.3M	+$1.2M	2026-10-08
Frontier Asset Management, LLC	INCREASED	30,146	28,426	+1,720	+6%	$1.4M	$1.5M	+$65.4K	2026-10-28
Creative Financial Designs Inc	INCREASED	26,089	11,705	+14,384	+123%	$583.9K	$1.3M	+$699.9K	2026-11-04
RFG Advisory, LLC	INCREASED	25,857	23,784	+2,073	+9%	$1.2M	$1.3M	+$85.9K	2026-11-03
Valmark Advisers, Inc.	DECREASED	21,409	21,964	-555	-3%	$1.1M	$1.1M	-$42.2K	2026-11-06
Global Strategic Investment Solutions, LLC	INCREASED	17,145	10,405	+6,740	+65%	$519.1K	$843.7K	+$324.6K	2026-10-16
Plan A Wealth LLC	INCREASED	15,681	15,556	+125	+1%	$776.0K	$771.6K	-$4.4K	2026-10-08
Summit Wealth Group LLC / Co	INCREASED	11,429	10,676	+753	+7%	$532.6K	$562.4K	+$29.8K	2026-10-29
Cambridge Investment Research Advisors, Inc.	DECREASED	11,384	12,996	-1,612	-12%	$648.0K	$560	-$647.4K	2026-11-02
IFP Advisors, Inc	DECREASED	9,077	10,869	-1,792	-16%	$542.2K	$446.7K	-$95.5K	2026-10-16
Harbour Investments, Inc.	INCREASED	8,261	1,574	+6,687	+425%	$77.7K	$406.7K	+$329.1K	2026-11-09
EverSource Wealth Advisors, LLC	INCREASED	7,659	5,932	+1,727	+29%	$295.9K	$376.9K	+$81.0K	2026-11-04
Fifth Third Bancorp	UNCHANGED	340	340	0	0%	$17.0K	$16.7K	-$230	2026-11-05
AdvisorNet Financial, Inc	CLOSED	0	1,092	-1,092	-100%	$54.5K	$0	-$54.5K	2026-10-15
OneAscent Financial Services LLC	N/A	—	851,460	-851,460	-100%	$42.5M	—	—	—
OneAscent Wealth Management LLC	N/A	—	424,946	-424,946	-100%	$21.2M	—	—	—
Proficio Capital Partners LLC	N/A	—	305,137	-305,137	-100%	$15.2M	—	—	—
OneAscent Family Office, LLC	N/A	—	76,923	-76,923	-100%	$3.8M	—	—	—
Jane Street Group, LLC	N/A	—	58,965	-58,965	-100%	$2.9M	—	—	—
Inspire Advisors, LLC	N/A	—	53,681	-53,681	-100%	$2.7M	—	—	—
Envestnet Asset Management Inc	N/A	—	48,790	-48,790	-100%	$2.4M	—	—	—
Old Mission Capital LLC	N/A	—	43,619	-43,619	-100%	$2.2M	—	—	—
Patron Partners, LLC	N/A	—	38,640	-38,640	-100%	$1.9M	—	—	—
OneAscent Investment Solutions LLC	N/A	—	19,854	-19,854	-100%	$990.4K	—	—	—
Susquehanna International Group, LLP	N/A	—	9,299	-9,299	-100%	$463.9K	—	—	—
Citadel Advisors LLC	N/A	—	8,309	-8,309	-100%	$414.5K	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	6,591	-6,591	-100%	$328.8K	—	—	—
Goldman Sachs Group Inc	N/A	—	5,458	-5,458	-100%	$272.3K	—	—	—
Aptus Capital Advisors, LLC	N/A	—	501	-501	-100%	$25.0K	—	—	—
UBS Group AG	N/A	—	305	-305	-100%	$15.2K	—	—	—

Showing 32 of 32 institutions