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OneAscent Emerging Markets ETF

27 hedge funds and large institutions have $66.7M invested in OneAscent Emerging Markets ETF in 2025 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

25% more capital invested

Capital invested by funds: $53.5M → $66.7M (+$13.2M)

0% more funds holding

Funds holding: 2727 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

5.45% less ownership

Funds ownership: 90.1%84.65% (-5.4%)

Holders
27
Holders Change
Holders Change %
0%
% of All Funds
0.33%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
12
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$31.5M +$10M +286,557 +50%
OWM
2
OneAscent Wealth Management
Alabama
$16M +$1.29M +36,813 +9%
AI
3
Atria Investments
North Carolina
$3.64M -$4.33M -123,713 -55%
OFO
4
OneAscent Family Office
Alabama
$2.83M +$464K +13,270 +21%
FHC
5
First Heartland Consultants
Missouri
$1.42M +$618K +17,682 +84%
FAM
6
Frontier Asset Management
Wyoming
$1.41M -$60.7K -1,736 -4%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.19M +$182K +5,199 +19%
PP
8
Patron Partners
Texas
$1.16M -$17.6K -504 -2%
OIS
9
OneAscent Investment Solutions
Alabama
$966K +$3.01K +86 +0.3%
RA
10
RFG Advisory
Alabama
$858K +$67.7K +1,937 +9%
VA
11
Valmark Advisers
Ohio
$790K -$252K -7,204 -25%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$745K -$8.11K -232 -1%
Citadel Advisors
13
Citadel Advisors
Florida
$683K +$387K +11,077 +146%
PAW
14
Plan A Wealth
Nebraska
$627K -$23.2K -663 -4%
Jane Street
15
Jane Street
New York
$588K +$561K +16,048 New
Envestnet Portfolio Solutions
16
Envestnet Portfolio Solutions
Illinois
$520K +$93.2K +2,664 +23%
IA
17
Inspire Advisors
Idaho
$482K +$461K +13,171 New
IA
18
IFP Advisors
Florida
$416K -$4.27K -122 -1%
CFD
19
Creative Financial Designs
Indiana
$386K +$45.2K +1,292 +14%
OMC
20
Old Mission Capital
Illinois
$215K +$205K +5,858 New
EWA
21
EverSource Wealth Advisors
Alabama
$80.9K +$18.4K +525 +31%
KAS
22
Kestra Advisory Services
Texas
$59.2K +$56.6K +1,617 New
AF
23
Advisornet Financial
Minnesota
$45.1K +$315 +9 +0.7%
ACA
24
Aptus Capital Advisors
Alabama
$18.2K
Comerica Bank
25
Comerica Bank
Texas
$12.5K -$1.4K -40 -11%

OAEM Hedge Fund Activity: Q4 2025 in Review

27 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in OneAscent Emerging Markets ETF (OAEM) for Q4 2025, worth a combined $66.7M — up 25% from $53.5M a quarter earlier.

Fund positioning in OAEM was balanced in Q4 2025: 5 funds opened new positions, 5 closed out, 12 added to existing stakes and 8 trimmed.

The largest buyer was OneAscent Financial Services, adding an estimated $10M. The largest seller was Atria Investments, cutting an estimated $4.33M.

  • 27 institutional investors held OneAscent Emerging Markets ETF (OAEM) as of Q4 2025, unchanged from Q3 2025.
  • Funds reported $66.7M of OneAscent Emerging Markets ETF stock for Q4 2025, up 25% quarter-over-quarter.
  • 5 funds opened new OneAscent Emerging Markets ETF positions in Q4 2025 and 5 closed out, a net change of 0 holders.
  • The largest OneAscent Emerging Markets ETF buyer in Q4 2025 was OneAscent Financial Services, an estimated $10M added.
  • The largest OneAscent Emerging Markets ETF seller in Q4 2025 was Atria Investments, an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2025.