Who owns OAIM
Which tracked institutional funds hold OAIM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See OAIM company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-15). 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 OAIM is one-sided between 2025-Q4 and 2026-Q1: 16 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
OAIM’s largest tracked holder by dollar value, OneAscent Financial Services LLC, sizes it at 5.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in OAIM 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 48 tracked filers holding OAIM, 32 increased or opened the position and 14 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 OAIM 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.
New buyers 2
- JANE STREET GROUP, LLC$786K
- Global Strategic Investment Solutions, LLC$611K
Largest adds
- LPL Financial LLC$26M
- OneAscent Financial Services LLC$13M
- CreativeOne Wealth, LLC$10M
- OneAscent Wealth Management LLC$3M
- Plan A Wealth LLC$2M
- ENVESTNET ASSET MANAGEMENT INC$1M
Largest trims
- CITADEL ADVISORS LLC$367K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$349K
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 | 2,550,985 | $110M | 35.6% | 2026-Q1 |
| OneAscent Wealth Management LLC added | 954,737 | $41M | 13.3% | 2026-Q1 |
| Plan A Wealth LLC added | 634,179 | $27M | 8.8% | 2026-Q1 |
| LPL Financial LLC added | 632,242 | $27M | 8.8% | 2026-Q1 |
| Atria Investments, Inc trimmed | 596,405 | $26M | 8.3% | 2026-Q1 |
| OneAscent Family Office, LLC added | 251,126 | $11M | 3.5% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 235,549 | $10M | 3.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 223,198 | $10M | 3.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 119,459 | $5M | 1.7% | 2026-Q1 |
| Valmark Advisers, Inc. added | 99,060 | $4M | 1.4% | 2026-Q1 |
| World Investment Advisors added | 83,880 | $4M | 1.2% | 2026-Q1 |
| Inspire Advisors, LLC added | 79,316 | $3M | 1.1% | 2026-Q1 |
| Investment Research Partners LLC added | 73,802 | $3M | 1.0% | 2026-Q1 |
| OneAscent Investment Solutions LLC added | 71,301 | $3M | 1.0% | 2026-Q1 |
| RFG Advisory, LLC added | 60,642 | $3M | 0.8% | 2026-Q1 |
| PATRON PARTNERS, LLC added | 52,313 | $2M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 41,965 | $2M | 0.6% | 2026-Q1 |
| Frontier Asset Management, LLC trimmed | 41,718 | $2M | 0.6% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 40,854 | $2M | 0.6% | 2026-Q1 |
| TrueWealth Advisors, LLC added | 35,976 | $2M | 0.5% | 2026-Q1 |
| Cornerstone Financial Management LLC added | 33,578 | $1M | 0.5% | 2026-Q1 |
| Merit Financial Group, LLC added | 26,236 | $1M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 23,626 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 18,256 | $786K | 0.3% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 9,294 | $651K | 0.2% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC new | 14,197 | $611K | 0.2% | 2026-Q1 |
| Firestone Capital Management added | 12,898 | $555K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 12,612 | $543K | 0.2% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 8,645 | $371K | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 8,458 | $364K | 0.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 8,436 | $363K | 0.1% | 2026-Q1 |
| Abundance Wealth Counselors | 6,636 | $286K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,482 | $279K | 0.1% | 2026-Q1 |
| Values First Advisors, Inc. trimmed | 5,874 | $253K | 0.1% | 2026-Q1 |
| Strategic Blueprint, LLC added | 5,397 | $232K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,347 | $230K | 0.1% | 2026-Q1 |
| IFP Advisors, Inc added | 5,151 | $222K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 5,111 | $213K | 0.1% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 3,503 | $151K | 0.0% | 2026-Q1 |
| CX Institutional trimmed | 2,929 | $126K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 1,766 | $76K | 0.0% | 2026-Q1 |
| CWM, LLC | 546 | $24K | 0.0% | 2026-Q1 |
| MATHER GROUP, LLC. new | 309 | $13K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 288 | $12K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 258 | $11K | 0.0% | 2026-Q1 |
| Blue Trust, Inc. new | 157 | $7K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC | 1 | $43 | 0.0% | 2026-Q1 |
| VANGUARD ADVISERS INC new | 1 | $43 | 0.0% | 2026-Q1 |
| StoneX Group Inc. trimmed | 31,733 | $1M | 0.4% | 2025-Q2 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 8,871 | $339K | 0.1% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC new | 8,211 | $330K | 0.1% | 2025-Q3 stale |
| HRT FINANCIAL LP new | 6,829 | $274K | 0.1% | 2025-Q3 stale |
| FOUNDATIONS INVESTMENT ADVISORS, LLC trimmed | 6,014 | $249K | 0.1% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. new | 2,403 | $97K | 0.0% | 2025-Q3 stale |
| BANK OF AMERICA CORP /DE/ new | 1,416 | $59K | 0.0% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 372 | $14K | 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.