OAIM

Oneascent Intl Eqty Etf

Latest period2026 - Q1Total superinvestors48

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 48 superinvestors own shares of Oneascent Intl Eqty Etf (OAIM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Oneascent Intl Eqty Etf (OAIM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Oneascent Intl Eqty Etf (OAIM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Oneascent Intl Eqty Etf (OAIM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Ashleigh Swayze@Oneascent Financial Services Llc
Recent Activity
Increased 8.92%
5.95%
$109.838M
2.551M shares@ 43.06 avg price
Ashleigh Swayze@Oneascent Wealth Management Llc
Recent Activity
Increased 3.71%
13.6%
$41.108M
954,737 shares@ 43.06 avg price
Becky Wiegand@Plan A Wealth Llc
Recent Activity
Increased 3.63%
13.09%
$27.306M
634,179 shares@ 43.06 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 2601.89%
0.01%
$27.222M
632,242 shares@ 43.06 avg price
Dan Mulvey@Atria Investments, Inc
Recent Activity
Decreased -1.09%
0.29%
$25.679M
596,405 shares@ 43.06 avg price
Ashleigh Swayze@Oneascent Family Office, Llc
Recent Activity
Increased 0.39%
7.56%
$10.813M
251,126 shares@ 43.06 avg price
Chang Shin@Creativeone Wealth, Llc
Recent Activity
Increased 3849.52%
0.24%
$10.142M
235,549 shares@ 43.06 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Decreased -5.61%
0.02%
$9.682M
223,198 shares@ 43.38 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 28.41%
0.01%
$5.144M
119,459 shares@ 43.06 avg price
Michael McClary@Valmark Advisers, Inc.
Recent Activity
Increased 1.75%
0.06%
$4.265M
99,060 shares@ 43.06 avg price

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