OAIM(OAIM)
OAIM
$48.84—Stale · unknown old
NYSE • Last print unknown ago
$48.84—Stale · unknown old
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| OneAscent Financial Services LLC | 2.66M | Jun 30, 26 | +111.54K | 32.73% |
| OneAscent Wealth Management LLC | 1.03M | Jun 30, 26 | +72.22K | 12.63% |
| LPL Financial LLC | 687.16K | Jun 30, 26 | +54.91K | 8.45% |
| Plan A Wealth LLC | 655.25K | Jun 30, 26 | +21.07K | 8.06% |
| Atria Investments, Inc | 300.93K | Jun 30, 26 | -295.47K | 3.70% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 273.67K | Jun 30, 26 | +50.47K | 3.36% |
| OneAscent Family Office, LLC | 252.56K | Jun 30, 26 | +1.44K | 3.11% |
| ENVESTNET ASSET MANAGEMENT INC | 148.71K | Jun 30, 26 | +29.25K | 1.83% |
| Valmark Advisers, Inc. | 108.86K | Jun 30, 26 | +9.79K | 1.34% |
| Pensionmark Financial Group, LLC | 83.88K | Jun 30, 26 | -- | 1.03% |
| Inspire Advisors, LLC | 78.36K | Jun 30, 26 | -953 | 0.96% |
| Investment Research Partners LLC | 73.06K | Jun 30, 26 | -744 | 0.90% |
| RFG Advisory, LLC | 62.36K | Jun 30, 26 | +1.71K | 0.77% |
| OneAscent Investment Solutions LLC | 61.82K | Jun 30, 26 | -9.48K | 0.76% |
| PATRON PARTNERS, LLC | 57.09K | Jun 30, 26 | +4.77K | 0.70% |
| TrueWealth Advisors, LLC | 48.84K | Jun 30, 26 | +12.87K | 0.60% |
| Cambridge Investment Research Advisors, Inc. | 46.97K | Jun 30, 26 | +5.00K | 0.58% |
| EverSource Wealth Advisors, LLC | 42.69K | Jun 30, 26 | +12.20K | 0.52% |
| Cornerstone Financial Management LLC | 41.09K | Jun 30, 26 | +7.51K | 0.51% |
| Frontier Asset Management, LLC | 40.71K | Jun 30, 26 | -1.01K | 0.50% |
| First Heartland Consultants, Inc. | 40.20K | Jun 30, 26 | -658 | 0.49% |
| COMMONWEALTH EQUITY SERVICES, LLC | 33.13K | Jun 30, 26 | +27.78K | 0.41% |
| Merit Financial Group, LLC | 31.43K | Jun 30, 26 | +5.20K | 0.39% |
| Global Strategic Investment Solutions, LLC | 25.20K | Jun 30, 26 | +11.00K | 0.31% |
| Kestra Advisory Services, LLC | 23.09K | Jun 30, 26 | -540 | 0.28% |
| Firestone Capital Management | 13.82K | Jun 30, 26 | +925 | 0.17% |
| CreativeOne Wealth, LLC | 13.80K | Jun 30, 26 | -221.74K | 0.17% |
| Abundance Wealth Counselors | 13.27K | Jun 30, 26 | +6.64K | 0.16% |
| GOLDMAN SACHS GROUP INC | 11.37K | Jun 30, 26 | +11.37K | 0.14% |
| Synergy Asset Management, LLC | 11.21K | Jun 30, 26 | +11.21K | 0.14% |
| TrustWell Financial Advisors, LLC | 8.16K | Jun 30, 26 | +8.16K | 0.10% |
| Cetera Investment Advisers | 7.21K | Jun 30, 26 | -1.25K | 0.09% |
| Values First Advisors, Inc. | 5.87K | Jun 30, 26 | -- | 0.07% |
| Strategic Blueprint, LLC | 5.65K | Jun 30, 26 | +251 | 0.07% |
| CITADEL ADVISORS LLC | 5.54K | Jun 30, 26 | -7.07K | 0.07% |
| IFP Advisors, Inc | 5.13K | Jun 30, 26 | -18 | 0.06% |
| Security Financial Services, INC. | 4.49K | Jun 30, 26 | +4.49K | 0.06% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 3.39K | Jun 30, 26 | -116 | 0.04% |
| CX Institutional | 2.77K | Jun 30, 26 | -161 | 0.03% |
| HARBOUR INVESTMENTS, INC. | 2.30K | Jun 30, 26 | -6.34K | 0.03% |
| Aptus Capital Advisors, LLC | 1.77K | Jun 30, 26 | -- | 0.02% |
| JPMORGAN CHASE & CO | 1.66K | Jun 30, 26 | -3.45K | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 911 | Jun 30, 26 | +911 | 0.01% |
| Farther Finance Advisors, LLC | 859 | Jun 30, 26 | +859 | 0.01% |
| Global Retirement Partners, LLC | 627 | Jun 30, 26 | +627 | 0.01% |
| IFG Advisory, LLC | 545 | Jun 30, 26 | +545 | 0.01% |
| FIDUCIARY FINANCIAL ADVISORS | 415 | Jun 30, 26 | +415 | 0.01% |
| Bare Financial Services, Inc | 309 | Jun 30, 26 | +309 | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 288 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 266 | Jun 30, 26 | +8 | 0.00% |
| UBS Group AG | 173 | Jun 30, 26 | +173 | 0.00% |
| Integrated Wealth Concepts LLC | 168 | Jun 30, 26 | +168 | 0.00% |
| VANGUARD ADVISERS INC | 1 | Jun 30, 26 | -- | 0.00% |
| GeoWealth Management, LLC | -- | Jun 30, 26 | -1 | -- |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -- | Jun 30, 26 | -6.48K | -- |
| Dynamic Advisor Solutions LLC | -- | Jun 30, 26 | -8.44K | -- |
| Ronald Blue Trust, Inc. | -- | Jun 30, 26 | -157 | -- |
| JANE STREET GROUP, LLC | -- | Jun 30, 26 | -18.26K | -- |
| MATHER GROUP, LLC. | -- | Jun 30, 26 | -309 | -- |
| CWM, LLC | 546 | Mar 31, 26 | -- | 0.01% |
| AVANTAX ADVISORY SERVICES, INC. | 8.87K | Jun 30, 25 | -229 | 0.11% |