On this page, we present all of the funds holding OAEM from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding OAEM, with a link to that fund's top holdings. The next columns indicate the amount of OAEM stock held by each of the funds holding OAEM, followed by the OAEM position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 16 funds holding OAEM within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Atria Investments LLC. For more details on the positions held by Atria Investments LLC (or by any of the other funds holding OAEM), click the fund name in the "Holder" column of the funds-holding-OAEM table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Atria Investments LLC | 1,599,856 | $46,844 | 12/31/2023 |
OAEM | 1,599,856 | $46,844 | 12/31/2023 |
OneAscent Financial Services LLC | 680,711 | $20,402 | 03/31/2024 |
OAEM | 680,711 | $20,402 | 03/31/2024 |
OneAscent Wealth Management LLC | 430,433 | $12,901 | 03/31/2024 |
OAEM | 430,433 | $12,901 | 03/31/2024 |
Frontier Asset Management LLC | 101,176 | $2,962 | 12/31/2023 |
OAEM | 101,176 | $2,962 | 12/31/2023 |
Strategic Blueprint LLC | 44,271 | $1,327 | 03/31/2024 |
OAEM | 44,271 | $1,327 | 03/31/2024 |
OLD Mission Capital LLC | 36,868 | $1,079 | 12/31/2023 |
OAEM | 36,868 | $1,079 | 12/31/2023 |
GTS Securities LLC | 33,124 | $970 | 12/31/2023 |
OAEM | 33,124 | $970 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 26,793 | $803 | 03/31/2024 |
OAEM | 26,793 | $803 | 03/31/2024 |
RFG Advisory LLC | 16,280 | $488 | 03/31/2024 |
OAEM | 16,280 | $488 | 03/31/2024 |
Envestnet Portfolio Solutions Inc. | 13,860 | $406 | 12/31/2023 |
OAEM | 13,860 | $406 | 12/31/2023 |
Kestra Advisory Services LLC | 8,393 | $246 | 12/31/2023 |
OAEM | 8,393 | $246 | 12/31/2023 |
Jane Street Group LLC | 7,876 | $231 | 12/31/2023 |
OAEM | 7,876 | $231 | 12/31/2023 |
Patron Partners Advisors LLC | 7,744 | $227 | 12/31/2023 |
OAEM | 7,744 | $227 | 12/31/2023 |
Advisor Group Holdings Inc. | 1,711 | $50 | 12/31/2023 |
OAEM | 1,711 | $50 | 12/31/2023 |
Creative Financial Designs Inc. ADV | 498 | $15 | 03/31/2024 |
OAEM | 498 | $15 | 03/31/2024 |
Principal Securities Inc. | 35 | $1 | 12/31/2023 |
OAEM | 35 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 03/31/2024 |
Put | 0 | $0 | 03/31/2024 |
Call | 0 | $0 | 03/31/2024 |
OAEM | 0 | $0 | 03/31/2024 |
See Summary: Institutional Holders of OAEM
See Details: Top 10 Hedge Funds Holding OAEM
Also See: OAEM Holdings Changes
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