§ EQUITY
USDOAIM
ONEASCENT INTL EQTY ETF
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
34 increased/new, 15 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| OneAscent Financial Services LLC | 2.6M | 5.9% | +9% |
| OneAscent Wealth Management LLC | 955K | 13.6% | +4% |
| Plan A Wealth LLC | 634K | 13.1% | +4% |
| LPL Financial LLC | 632K | 0.0% | +2602% |
| Atria Investments, Inc | 596K | 0.3% | −1% |
| OneAscent Family Office, LLC | 251K | 7.6% | +0% |
◇ AC INTELLIGENCE
Top institutional owners for OAIM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER99.8% · 46 holders
TACTICAL / MACRO0.2% · 1 holder
DEALER / BANK0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for OAIM in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention OAIM yet.