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Get Institutions for : 
Oneascent Emerging Markets Etf (OAEM)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 17    2
Total shares held : 
 3,467,675  
% of shares held : 
 38.53%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 1,555,401  
% of shares held change : 
   17.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 44,612
 1.29%
 
Increased Positions :
9
 1,518,788
 43.8%
 
Unchanged Positions :
2
 276
 0.01%
 
Decreased Positions :
3
-7,960
-0.23%
 
Closed Positions :
1
-39
-0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ATRIA INVESTMENTS LLC 17 - 2023-12-31 1,599,856 $46,844,000 721,989
   OneAscent Financial Services LLC 9 - 2024-03-31 680,711 $20,402,000 -220,454
   OneAscent Wealth Management LLC 5 - 2024-03-31 430,433 $12,901,000 -236,168
   Frontier Asset Management LLC 19 - 2024-03-31 143,745 $4,308,000 42,569
   JANE STREET GROUP LLC 2120 - 2024-03-31 74,685 $2,238,000 66,809
   Strategic Blueprint LLC 197 - 2024-03-31 44,271 $1,327,000 2,410
   GTS SECURITIES LLC 569 - 2024-03-31 28,848 $865,000 -4,276
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1876 - 2024-03-31 26,793 $803,000 -2,007
   Envestnet Portfolio Solutions Inc. 1027 - 2024-03-31 20,600 $617,000 6,740
   PATRON PARTNERS ADVISORS LLC 97 - 2024-03-31 17,339 $520,000 9,595
   RFG Advisory Group LLC 508 - 2024-03-31 16,280 $488,000 -2,084
   ENVESTNET ASSET MANAGEMENT INC 3429 *New 2024-03-31 15,918 $477,000 15,918
   OLD MISSION CAPITAL LLC 650 - 2024-03-31 12,173 $365,000 -24,695
   BANK OF MONTREAL /CAN/ 2309 *New 2024-03-31 11,428 $343,000 11,428
   Kestra Advisory Services LLC 2119 - 2024-03-31 8,221 $246,000 -172
   UBS Group AG 5651 - 2024-03-31 728 $22,000 728
   CREATIVE FINANCIAL DESIGNS INC /ADV 1028 - 2024-03-31 498 $15,000 257
   PRINCIPAL SECURITIES INC. 2236 - 2024-03-31 390 $12,000 355
   COMERICA BANK 3152 *New 2024-03-31 301 $9,000 301
   Advisor Group Holdings Inc. 5991 - 2024-03-31 126 $4,000 -1,585
   PROEQUITIES INC. 7721 - 2024-03-31 0 $0 0
  21 Records found
  1    
  Page 1 of 1
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