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OneAscent International Equity ETF

48 hedge funds and large institutions have $307M invested in OneAscent International Equity ETF in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

136% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 11

25% more capital invested

Capital invested by funds: $246M → $307M (+$61.4M)

12% more funds holding

Funds holding: 4348 (+5)

2.76% more ownership

Funds ownership: 95.19%97.95% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.59%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
7
Increased
26
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
1
OneAscent Financial Services
Alabama
$110M +$9.14M +208,807 +9%
OWM
2
OneAscent Wealth Management
Alabama
$41.1M +$1.49M +34,089 +4%
PAW
3
Plan A Wealth
Nebraska
$27.3M +$972K +22,211 +4%
LPL Financial
4
LPL Financial
California
$27.2M +$26.6M +608,842 +2,602%
AI
5
Atria Investments
North Carolina
$25.7M -$288K -6,587 -1%
OFO
6
OneAscent Family Office
Alabama
$10.8M +$41.8K +955 +0.4%
CW
7
CreativeOne Wealth
Kansas
$10.1M +$10M +229,585 +3,850%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$9.68M -$581K -13,275 -6%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$5.14M +$1.16M +26,427 +28%
VA
10
Valmark Advisers
Ohio
$4.27M +$74.2K +1,695 +2%
WIA
11
World Investment Advisors
California
$3.61M +$215K +4,923 +6%
IA
12
Inspire Advisors
Idaho
$3.42M +$104K +2,371 +3%
IRP
13
Investment Research Partners
Pennsylvania
$3.18M +$102K +2,342 +3%
OIS
14
OneAscent Investment Solutions
Alabama
$3.07M +$368K +8,399 +13%
RA
15
RFG Advisory
Alabama
$2.61M +$162K +3,695 +6%
PP
16
Patron Partners
Texas
$2.25M +$299K +6,828 +15%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.81M -$5.56K -127 -0.3%
FAM
18
Frontier Asset Management
Wyoming
$1.8M -$54.3K -1,241 -3%
FHC
19
First Heartland Consultants
Missouri
$1.76M -$6.74K -154 -0.4%
TA
20
TrueWealth Advisors
Alabama
$1.55M +$733K +16,754 +87%
CFM
21
Cornerstone Financial Management
Massachusetts
$1.45M +$262K +5,982 +22%
EWA
22
EverSource Wealth Advisors
Alabama
$1.31M +$669K +15,297 +101%
MFG
23
Merit Financial Group
Georgia
$1.13M +$46.1K +1,053 +4%
KAS
24
Kestra Advisory Services
Texas
$1.02M +$26.6K +608 +3%
Jane Street
25
Jane Street
New York
$786K +$799K +18,256 New

OAIM Hedge Fund Activity: Q1 2026 in Review

48 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in OneAscent International Equity ETF (OAIM) for Q1 2026, worth a combined $307M — up 25% from $246M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OAIM positions and 2 closed out — a net gain of 5 holders — while 26 added to existing stakes and 11 trimmed.

The largest buyer was LPL Financial, adding an estimated $26.6M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $581K.

  • 48 institutional investors held OneAscent International Equity ETF (OAIM) as of Q1 2026, up from 43 in Q4 2025.
  • Funds reported $307M of OneAscent International Equity ETF stock for Q1 2026, up 25% quarter-over-quarter.
  • 7 funds opened new OneAscent International Equity ETF positions in Q1 2026 and 2 closed out, a net change of +5 holders.
  • The largest OneAscent International Equity ETF buyer in Q1 2026 was LPL Financial, an estimated $26.6M added.
  • The largest OneAscent International Equity ETF seller in Q1 2026 was Wealth Enhancement Advisory Services, an estimated $581K sold.

Based on aggregated 13F filings for Q1 2026.