OneAscent Emerging Markets is an exchange-traded fund on ARCA. As of Q3 2025, 27 institutional investors hold shares in this ETF, with total holdings valued at $53.5M. OneAscent Financial Services LLC is the largest holder with a position valued at $19.8M.
Overview of institutional ownership in OAEM as of Q3 2025
Institutions with the largest positions in OAEM as of Q3 2025
| Institution | Position Value |
|---|---|
O OneAscent Financial Services LLC RIA/Wealth | $19.8M 1.84% of portfolio |
O OneAscent Wealth Management LLC RIA/Wealth | $13.7M 4.75% of portfolio |
A ATRIA INVESTMENTS LLC Institution | $7.7M 0.09% of portfolio |
O OneAscent Family Office, LLC Institution | $2.2M 1.84% of portfolio |
Frontier Asset Management, LLC ETF Provider | $1.4M 0.42% of portfolio |
PATRON PARTNERS ADVISORS, LLC RIA/Wealth | $1.1M 0.50% of portfolio |
Valmark Advisers, Inc. RIA/Wealth | $989.9K 0.01% of portfolio |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $935.2K 0.00% of portfolio |
O OneAscent Investment Solutions LLC Long Only Manager | $904.5K 0.96% of portfolio |
RFG Advisory Group, LLC RIA/Wealth | $739.7K 0.02% of portfolio |
Institutional buying and selling activity for OAEM in Q3 2025
| Institution | Net Bought |
|---|---|
O OneAscent Wealth Management LLC RIA/Wealth | +$2.0M +56.8K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$260.8K +7.6K shares |
L LPL Financial LLC Institution | +$205.7K +6.0K shares |
CREATIVE FINANCIAL DESIGNS INC /ADV RIA/Wealth | +$107.1K +3.1K shares |
Plan A Wealth LLC RIA/Wealth | +$66.9K +1.9K shares |
Valmark Advisers, Inc. RIA/Wealth | +$53.3K +1.5K shares |
PATRON PARTNERS ADVISORS, LLC RIA/Wealth | +$41.5K +1.2K shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | +$29.6K +861.0 shares |
First Heartland Consultants, Inc. RIA/Wealth | +$15.8K +458.0 shares |
UBS Group AG Institution | +$13.9K +403.0 shares |
| Institution | Net Sold |
|---|---|
O OneAscent Financial Services LLC RIA/Wealth | −$6.4M −186.2K shares |
Frontier Asset Management, LLC ETF Provider | −$1.4M −41.0K shares |
A ATRIA INVESTMENTS LLC Institution | −$875.2K −25.4K shares |
Strategic Blueprint, LLC RIA/Wealth | −$425.8K −13.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$199.3K −5.8K shares |
IFP Advisors, Inc RIA/Wealth | −$124.1K −3.6K shares |
Envestnet Portfolio Solutions, Inc. Long Only Manager | −$107.0K −3.1K shares |
A Advisor Group Holdings, Inc. Institution | −$81.4K −2.4K shares |
O OneAscent Investment Solutions LLC Long Only Manager | −$53.5K −1.6K shares |
PRINCIPAL SECURITIES, INC. RIA/Wealth | −$50.7K −1.5K shares |
Institutions that initiated new positions or completely exited OAEM in Q3 2025
| Institution | Position Value |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $260.8K 7.6K shares |
L LPL Financial LLC Institution | $205.7K 6.0K shares |
LGT Financial Advisors LLC RIA/Wealth | $10.2K 295.0 shares |
| Institution | Previous Position |
|---|---|
Strategic Blueprint, LLC RIA/Wealth | $425.8K 13.2K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.2K 99.0 shares |
Institutions with the largest Call and Put options positions in OAEM as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with OAEM as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
O OneAscent Wealth Management LLC RIA/Wealth | 4.75% $13.7M |
O OneAscent Family Office, LLC Institution | 1.84% $2.2M |
O OneAscent Financial Services LLC RIA/Wealth | 1.84% $19.8M |
O OneAscent Investment Solutions LLC Long Only Manager | 0.96% $904.5K |
PATRON PARTNERS ADVISORS, LLC RIA/Wealth | 0.50% $1.1M |
Frontier Asset Management, LLC ETF Provider | 0.42% $1.4M |
Plan A Wealth LLC RIA/Wealth | 0.31% $612.4K |
A ATRIA INVESTMENTS LLC Institution | 0.09% $7.7M |
First Heartland Consultants, Inc. RIA/Wealth | 0.06% $726.6K |
RFG Advisory Group, LLC RIA/Wealth | 0.02% $739.7K |
Discover hedge funds investing in OAEM

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Software - Infrastructure Technology | $2.1B | 1.68% | |
Semiconductors Technology | $1.8B | 1.50% | |
Internet Content & Information Communication Services | $1.4B | 1.18% |
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