Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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 2026-Q1 and 2026-Q2: 12 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 2.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 2.0pp 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 2026-Q1 and 2026-Q2, across 30 tracked filers holding OAEM, 18 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 2026-Q1 and 2026-Q2 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.
New buyers 2
- Proficio Capital Partners LLC$15M
- SUMMIT WEALTH GROUP LLC / CO$533K
Full exits 1
- Cambridge Investment Research Advisors, Inc.$714K
Largest adds
- OneAscent Financial Services LLC$7M
- OneAscent Wealth Management LLC$3M
- JANE STREET GROUP, LLC$2M
- Atria Investments, Inc$1M
- Inspire Advisors, LLC$1M
- ENVESTNET ASSET MANAGEMENT INC$813K
Largest trims
- EverSource Wealth Advisors, LLC$2M
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 trimmed | 851,460 | $42M | 37.4% | 2026-Q2 |
| OneAscent Wealth Management LLC trimmed | 424,946 | $21M | 18.7% | 2026-Q2 |
| Proficio Capital Partners LLC new | 305,137 | $15M | 13.4% | 2026-Q2 |
| Atria Investments, Inc added | 103,903 | $5M | 4.6% | 2026-Q2 |
| OneAscent Family Office, LLC trimmed | 76,923 | $4M | 3.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 58,965 | $3M | 2.6% | 2026-Q2 |
| Inspire Advisors, LLC added | 53,681 | $3M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 48,790 | $2M | 2.1% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 43,619 | $2M | 1.9% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 41,978 | $2M | 1.8% | 2026-Q2 |
| PATRON PARTNERS, LLC added | 38,640 | $2M | 1.7% | 2026-Q2 |
| Frontier Asset Management, LLC trimmed | 28,426 | $1M | 1.2% | 2026-Q2 |
| RFG Advisory, LLC trimmed | 23,784 | $1M | 1.0% | 2026-Q2 |
| Valmark Advisers, Inc. added | 21,964 | $1M | 1.0% | 2026-Q2 |
| OneAscent Investment Solutions LLC trimmed | 19,854 | $990K | 0.9% | 2026-Q2 |
| Plan A Wealth LLC added | 15,556 | $776K | 0.7% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 11,705 | $584K | 0.5% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 10,869 | $542K | 0.5% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO new | 10,676 | $533K | 0.5% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC added | 10,405 | $519K | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 9,299 | $464K | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 8,309 | $414K | 0.4% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. added | 6,591 | $329K | 0.3% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 5,932 | $296K | 0.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 5,458 | $272K | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. new | 1,574 | $78K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 1,092 | $54K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 501 | $25K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 340 | $17K | 0.0% | 2026-Q2 |
| UBS Group AG trimmed | 305 | $15K | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 17,704 | $714K | 0.6% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. new | 51 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Clarity Asset Management, Inc. | 34 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Kestra Advisory Services, LLC new | 1,617 | $59K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 340 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CX Institutional new | 224 | $8K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| LPL Financial LLC new | 5,976 | $206K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| OSAIC HOLDINGS, INC. trimmed | 5,724 | $197K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. trimmed | 1,601 | $55K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| LGT Financial Advisors LLC new | 295 | $10K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Strategic Blueprint, LLC trimmed | 13,159 | $426K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 99 | $3K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.