Who Owns ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI (OAEM)? -- Institutional Holders (2026-06-30)

33 institutions reported holding $112.4M of ONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI (OAEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: OneAscent Financial Services LLC ($42.5M), OneAscent Wealth Management LLC ($21.2M), Proficio Capital Partners LLC ($15.2M), Atria Investments, Inc ($5.2M), OneAscent Family Office, LLC ($3.8M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1OneAscent Financial Services LLC$42.5M851,460Trimmed
2OneAscent Wealth Management LLC$21.2M424,946Trimmed
3Proficio Capital Partners LLC$15.2M305,137New
4Atria Investments, Inc$5.2M103,903Added
5OneAscent Family Office, LLC$3.8M76,923Trimmed
6JANE STREET GROUP, LLC$2.9M58,965Added
7Inspire Advisors, LLC$2.7M53,681Added
8ENVESTNET ASSET MANAGEMENT INC$2.4M48,790Added
9OLD MISSION CAPITAL LLC$2.2M43,619Trimmed
10First Heartland Consultants, Inc.$2.1M41,978Added
11PATRON PARTNERS, LLC$1.9M38,640Added
12Frontier Asset Management, LLC$1.4M28,426Trimmed
13RFG Advisory, LLC$1.2M23,784Trimmed
14Valmark Advisers, Inc.$1.1M21,964Added
15OneAscent Investment Solutions LLC$990,42819,854Trimmed
16Plan A Wealth LLC$776,01915,556Added
17Cambridge Investment Research Advisors, Inc.$648,00012,996Trimmed
18CREATIVE FINANCIAL DESIGNS INC /ADV$583,93411,705Added
19IFP Advisors, Inc$542,20510,869Trimmed
20SUMMIT WEALTH GROUP LLC / CO$532,57810,676New
21Global Strategic Investment Solutions, LLC$519,05910,405Added
22SUSQUEHANNA INTERNATIONAL GROUP, LLP$463,8859,299New
23CITADEL ADVISORS LLC$414,4998,309Added
24Envestnet Portfolio Solutions, Inc.$328,7956,591Added
25EverSource Wealth Advisors, LLC$295,9455,932Added

来源：SEC 13F 申报文件 · 截至 2026-06-30