Oneascent Intl Eqty ETFOAIMETF
13F holders, Q1 2024 (March 31)14holders
1famous investor
$32.13avg. 13F price*
At the end of Q1 2024, 14 institutions reported holding Oneascent Intl Eqty ETF (OAIM) in their 13F filings. The largest holders were Atria Investments, Inc ($88.2M), OneAscent Financial Services LLC ($51.0M) and OneAscent Wealth Management LLC ($30.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Oneascent Intl Eqty ETF
- Filed as
- UNIFIED SER TR (Q1 2024)
- CUSIP
- 90470L444
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $234K |
| Exits | 1 | $1.4M |
Ownership 14 holders
| Atria Investments, Inc | 1.21% | Add +6.9% | 2,744,645 | $88.2M |
| OneAscent Financial Services LLC | 5.64% | Add +31.8% | 1,587,267 | $51.0M |
| OneAscent Wealth Management LLC | 11.81% | Add +7.0% | 957,594 | $30.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.2% | 103,499 | $3.3M |
| Jane Street Group, LLC | 0.00% | Add +73.3% | 77,816 | $2.5M |
| Citadel Advisors | 0.00% | Add +409.6% | 74,882 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +30.5% | 56,732 | $1.8M |
| StoneX Group Inc. | 0.11% | Add +5.3% | 37,641 | $1.2M |
| Bank of Montreal | 0.00% | Add +217.0% | 36,420 | $1.2M |
| RFG Advisory, LLC | 0.04% | Reduce -1.7% | 33,039 | $1.1M |
| Patron Partners, LLC | 0.51% | Add +167.3% | 26,045 | $837K |
| Firestone Capital Management | 0.08% | Add +1.8% | 9,259 | $298K |
| Avantax Advisory Services, Inc. | 0.00% | New | 7,129 | $229K |
| Osaic Holdings, Inc. | 0.00% | New | 155 | $5K |
"% of holder's portfolio" is OAIM's weight in each manager's 13F, not the share of Oneascent Intl Eqty ETF the manager owns.