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-Q2 13F filings (latest filed 2026-08-14). 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 2026-Q1 and 2026-Q2: 21 added or opened and 6 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 6.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 6.1pp 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 2026-Q1 and 2026-Q2, across 50 tracked filers holding OAIM, 31 increased or opened the position and 23 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 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
- GOLDMAN SACHS GROUP INC$544K
- Synergy Asset Management, LLC$536K
Full exits 2
- Cambridge Investment Research Advisors, Inc.$2M
- JANE STREET GROUP, LLC$786K
Largest adds
- OneAscent Financial Services LLC$18M
- OneAscent Wealth Management LLC$8M
- LPL Financial LLC$6M
- Plan A Wealth LLC$4M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
Largest trims
- Atria Investments, Inc$11M
- CreativeOne Wealth, LLC$9M
- CITADEL ADVISORS LLC$278K
- HARBOUR INVESTMENTS, INC.$261K
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 | 2,662,525 | $127M | 37.5% | 2026-Q2 |
| OneAscent Wealth Management LLC added | 1,026,961 | $49M | 14.5% | 2026-Q2 |
| LPL Financial LLC added | 687,156 | $33M | 9.7% | 2026-Q2 |
| Plan A Wealth LLC added | 655,254 | $31M | 9.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 300,933 | $14M | 4.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 273,671 | $13M | 3.8% | 2026-Q2 |
| OneAscent Family Office, LLC added | 252,565 | $12M | 3.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 148,713 | $7M | 2.1% | 2026-Q2 |
| Valmark Advisers, Inc. added | 108,855 | $5M | 1.5% | 2026-Q2 |
| Inspire Advisors, LLC trimmed | 78,363 | $4M | 1.1% | 2026-Q2 |
| World Investment Advisors | 83,880 | $4M | 1.1% | 2026-Q2 |
| Investment Research Partners LLC trimmed | 73,058 | $3M | 1.0% | 2026-Q2 |
| RFG Advisory, LLC added | 62,356 | $3M | 0.9% | 2026-Q2 |
| OneAscent Investment Solutions LLC trimmed | 61,820 | $3M | 0.9% | 2026-Q2 |
| PATRON PARTNERS, LLC added | 57,085 | $3M | 0.8% | 2026-Q2 |
| TrueWealth Advisors, LLC added | 48,845 | $2M | 0.7% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 42,692 | $2M | 0.6% | 2026-Q2 |
| Cornerstone Financial Management LLC added | 41,087 | $2M | 0.6% | 2026-Q2 |
| Frontier Asset Management, LLC trimmed | 40,709 | $2M | 0.6% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 40,196 | $2M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 33,128 | $2M | 0.5% | 2026-Q2 |
| Merit Financial Group, LLC added | 31,435 | $2M | 0.4% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC added | 25,198 | $1M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 23,086 | $1M | 0.3% | 2026-Q2 |
| Firestone Capital Management added | 13,823 | $661K | 0.2% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 13,805 | $660K | 0.2% | 2026-Q2 |
| Abundance Wealth Counselors added | 13,272 | $635K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 11,372 | $544K | 0.2% | 2026-Q2 |
| Synergy Asset Management, LLC new | 11,212 | $536K | 0.2% | 2026-Q2 |
| TrustWell Financial Advisors, LLC new | 8,157 | $390K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 7,210 | $345K | 0.1% | 2026-Q2 |
| Values First Advisors, Inc. | 5,874 | $281K | 0.1% | 2026-Q2 |
| Strategic Blueprint, LLC added | 5,648 | $270K | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 5,545 | $265K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 5,133 | $246K | 0.1% | 2026-Q2 |
| Security Financial Services, INC. new | 4,490 | $215K | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 3,387 | $162K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 2,302 | $110K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 1,766 | $84K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 1,661 | $79K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC new | 859 | $41K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC new | 627 | $30K | 0.0% | 2026-Q2 |
| IFG Advisory, LLC new | 545 | $26K | 0.0% | 2026-Q2 |
| FIDUCIARY FINANCIAL ADVISORS new | 415 | $20K | 0.0% | 2026-Q2 |
| Bare Financial Services, Inc new | 309 | $15K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. | 288 | $14K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 266 | $13K | 0.0% | 2026-Q2 |
| UBS Group AG new | 173 | $8K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 168 | $8K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC | 1 | $48 | 0.0% | 2026-Q2 |
| Cambridge Investment Research Advisors, Inc. trimmed | 41,965 | $2M | 0.5% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 18,256 | $786K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Dynamic Advisor Solutions LLC trimmed | 8,436 | $363K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 6,482 | $279K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CX Institutional trimmed | 2,929 | $126K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 546 | $24K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| MATHER GROUP, LLC. new | 309 | $13K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. new | 157 | $7K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| GeoWealth Management, LLC | 1 | $43 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FOUNDATIONS INVESTMENT ADVISORS, LLC trimmed | 6,014 | $249K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ new | 1,416 | $59K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC new | 8,211 | $330K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| HRT FINANCIAL LP new | 6,829 | $274K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| PRINCIPAL SECURITIES, INC. new | 2,403 | $97K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| StoneX Group Inc. trimmed | 31,733 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 8,871 | $339K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| RAYMOND JAMES FINANCIAL INC new | 372 | $14K | 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.