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Funds Holding OAEM

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Atria Investments LLC1,599,856$46,844 12/31/2023
     OAEM1,599,856$46,844 12/31/2023
OneAscent Financial Services LLC680,711$20,402 03/31/2024
     OAEM680,711$20,402 03/31/2024
OneAscent Wealth Management LLC430,433$12,901 03/31/2024
     OAEM430,433$12,901 03/31/2024
Frontier Asset Management LLC101,176$2,962 12/31/2023
     OAEM101,176$2,962 12/31/2023
Strategic Blueprint LLC44,271$1,327 03/31/2024
     OAEM44,271$1,327 03/31/2024
OLD Mission Capital LLC36,868$1,079 12/31/2023
     OAEM36,868$1,079 12/31/2023
GTS Securities LLC33,124$970 12/31/2023
     OAEM33,124$970 12/31/2023
Cambridge Investment Research Advisors Inc.26,793$803 03/31/2024
     OAEM26,793$803 03/31/2024
RFG Advisory LLC16,280$488 03/31/2024
     OAEM16,280$488 03/31/2024
Envestnet Portfolio Solutions Inc.13,860$406 12/31/2023
     OAEM13,860$406 12/31/2023
Kestra Advisory Services LLC8,393$246 12/31/2023
     OAEM8,393$246 12/31/2023
Jane Street Group LLC7,876$231 12/31/2023
     OAEM7,876$231 12/31/2023
Patron Partners Advisors LLC7,744$227 12/31/2023
     OAEM7,744$227 12/31/2023
Advisor Group Holdings Inc.1,711$50 12/31/2023
     OAEM1,711$50 12/31/2023
Creative Financial Designs Inc. ADV498$15 03/31/2024
     OAEM498$15 03/31/2024
Principal Securities Inc.35$1 12/31/2023
     OAEM35$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     Put0$0 03/31/2024
     Call0$0 03/31/2024
     OAEM0$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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