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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 25 - 2023-12-31 101,176 $2,962,000 25,709
   Strategic Blueprint LLC 197 - 2024-03-31 44,271 $1,327,000 2,410
   OLD MISSION CAPITAL LLC 412 *New 2023-12-31 36,868 $1,079,000 36,868
   GTS SECURITIES LLC 614 - 2023-12-31 33,124 $970,000 2,105
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1876 - 2024-03-31 26,793 $803,000 -2,007
   RFG Advisory Group LLC 508 - 2024-03-31 16,280 $488,000 -2,084
   Envestnet Portfolio Solutions Inc. 1136 - 2023-12-31 13,860 $406,000 3,292
   Kestra Advisory Services LLC 1960 - 2023-12-31 8,393 $246,000 -10
   JANE STREET GROUP LLC 4641 - 2023-12-31 7,876 $231,000 -5,345
   PATRON PARTNERS ADVISORS LLC 148 *New 2023-12-31 7,744 $227,000 7,744
   Advisor Group Holdings Inc. 4870 - 2023-12-31 1,711 $50,000 -2,605
   CREATIVE FINANCIAL DESIGNS INC /ADV 1188 - 2023-12-31 241 $7,000 0
   PRINCIPAL SECURITIES INC. 2872 - 2023-12-31 35 $1,000 0
   PROEQUITIES INC. 3931 *New 2023-12-31 0 $0 0
   UBS Group AG 7959 *Closed 2023-12-31 0 $0 -39
  18 Records found
  1    
  Page 1 of 1
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