Who owns OAEM (OAEM)
Which tracked institutional funds hold OAEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OAEM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on OAEM is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 2 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
OAEM’s largest tracked holder by dollar value, OneAscent Financial Services LLC, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OAEM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 28 tracked filers holding OAEM, 17 increased or opened the position and 13 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in OAEM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
Largest adds
- OneAscent Financial Services LLC$4M
- EverSource Wealth Advisors, LLC$2M
- OneAscent Wealth Management LLC$2M
- OLD MISSION CAPITAL LLC$2M
- Inspire Advisors, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$436K
Largest trims
- CITADEL ADVISORS LLC$378K
- Envestnet Portfolio Solutions, Inc.$255K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| OneAscent Financial Services LLC added | 880,963 | $36M | 44.3% | 2026-Q1 |
| OneAscent Wealth Management LLC added | 448,430 | $18M | 22.6% | 2026-Q1 |
| Atria Investments, Inc trimmed | 93,449 | $4M | 4.7% | 2026-Q1 |
| OneAscent Family Office, LLC added | 80,190 | $3M | 4.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 14,041 | $2M | 2.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 46,874 | $2M | 2.4% | 2026-Q1 |
| Inspire Advisors, LLC added | 41,302 | $2M | 2.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 40,214 | $2M | 2.0% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 37,961 | $2M | 1.9% | 2026-Q1 |
| PATRON PARTNERS, LLC added | 35,818 | $1M | 1.8% | 2026-Q1 |
| Frontier Asset Management, LLC trimmed | 29,729 | $1M | 1.5% | 2026-Q1 |
| OneAscent Investment Solutions LLC added | 26,807 | $1M | 1.3% | 2026-Q1 |
| RFG Advisory, LLC added | 24,845 | $1M | 1.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 21,810 | $879K | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 17,704 | $714K | 0.9% | 2026-Q1 |
| Plan A Wealth LLC trimmed | 15,262 | $615K | 0.8% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 11,252 | $454K | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 11,065 | $446K | 0.6% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 11,061 | $446K | 0.6% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 7,568 | $305K | 0.4% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC new | 7,381 | $298K | 0.4% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. trimmed | 6,568 | $265K | 0.3% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 1,156 | $47K | 0.1% | 2026-Q1 |
| UBS Group AG added | 727 | $29K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 501 | $20K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 340 | $14K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. new | 51 | $2K | 0.0% | 2026-Q1 |
| Clarity Asset Management, Inc. | 34 | $1K | 0.0% | 2026-Q1 |
| Strategic Blueprint, LLC trimmed | 13,159 | $426K | 0.5% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,349 | $268K | 0.3% | 2025-Q1 stale |
| LPL Financial LLC new | 5,976 | $206K | 0.3% | 2025-Q3 stale |
| OSAIC HOLDINGS, INC. trimmed | 5,724 | $197K | 0.2% | 2025-Q3 stale |
| Kestra Advisory Services, LLC trimmed | 1,617 | $59K | 0.1% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. trimmed | 1,601 | $55K | 0.1% | 2025-Q3 stale |
| COMERICA BANK trimmed | 340 | $12K | 0.0% | 2025-Q4 stale |
| LGT Financial Advisors LLC new | 295 | $10K | 0.0% | 2025-Q3 stale |
| CX Institutional new | 224 | $8K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 99 | $3K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.