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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
2 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
52 filers reported a long position in OAIM for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| OneAscent Financial Services LLC | $127.3M | 2.7M | +4.4% |
| OneAscent Wealth Management LLC | $49.1M | 1M | +7.6% |
| LPL Financial LLC | $32.9M | 687.2K | +8.7% |
| Plan A Wealth LLC | $31.3M | 655.3K | +3.3% |
| Atria Investments, Inc | $14.4M | 300.9K | -49.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $12.9M | 273.7K | +22.6% |
| OneAscent Family Office, LLC | $12.1M | 252.6K | +0.6% |
| ENVESTNET ASSET MANAGEMENT INC | $7.1M | 148.7K | +24.5% |
| Valmark Advisers, Inc. | $5.2M | 108.9K | +9.9% |
| Inspire Advisors, LLC | $3.7M | 78.4K | -1.2% |
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