Public ownership evidence

OneAscent Emerging Markets ETF (OAEM) Ownership Disclosures

Read OAEM insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

OneAscent Emerging Markets ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Proficio Capital Partners LLC
Report period
2026-06-30
Available
2026-08-18
Reported shares
305,137
Value (USD)
$15,221,912
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001214659-26-010442
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read OAEM fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read OAEM fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Proficio Capital Partners LLC2026-06-302026-08-18305,137$15,221,912None
JANE STREET GROUP, LLC2026-06-302026-08-1558,965$2,941,499None
OLD MISSION CAPITAL LLC2026-06-302026-08-1543,619$2,175,955None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-159,299$463,885None
CITADEL ADVISORS LLC2026-06-302026-08-158,309$414,499None
GOLDMAN SACHS GROUP INC2026-06-302026-08-155,458$272,275None
UBS Group AG2026-06-302026-08-14305$15,215None
Inspire Advisors, LLC2026-06-302026-08-1453,681$2,677,896None
Aptus Capital Advisors, LLC2026-06-302026-08-13501$24,993None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-131,574$77,687None
OneAscent Family Office, LLC2026-06-302026-08-1276,923$3,837,357None
OneAscent Investment Solutions LLC2026-06-302026-08-1219,854$990,428None
OneAscent Wealth Management LLC2026-06-302026-08-12424,946$21,198,658None
PATRON PARTNERS, LLC2026-06-302026-08-1238,640$1,927,576None
OneAscent Financial Services LLC2026-06-302026-08-12851,460$42,475,489None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12263$13,120None
Global Strategic Investment Solutions, LLC2026-06-302026-08-0810,405$519,059None
Frontier Asset Management, LLC2026-06-302026-08-0728,426$1,418,027None
Valmark Advisers, Inc.2026-06-302026-08-0721,964$1,095,685None
FIFTH THIRD BANCORP2026-06-302026-08-06340$16,961None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0448,790$2,433,913None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-3112,996$648,000None
SUMMIT WEALTH GROUP LLC / CO2026-06-302026-07-2910,676$532,578None
Atria Investments, Inc2026-06-302026-07-29103,903$5,183,278None
CREATIVE FINANCIAL DESIGNS INC /ADV2026-06-302026-07-2911,705$583,934None
Cambridge Investment Research Advisors, Inc.2026-06-302026-07-2812,996$648,000None
EverSource Wealth Advisors, LLC2026-06-302026-07-25203$10,127None
EverSource Wealth Advisors, LLC2026-06-302026-07-255,729$285,818None
AdvisorNet Financial, Inc2026-06-302026-07-241,092$54,475None
IFP Advisors, Inc2026-06-302026-07-2110,869$542,205None
Envestnet Portfolio Solutions, Inc.2026-06-302026-07-216,591$328,795None
RFG Advisory, LLC2026-06-302026-07-1623,784$1,186,477None
Plan A Wealth LLC2026-06-302026-07-1515,556$776,019None

90-day public filing window, up to 50 source positions.

Proficio Capital Partners LLC ↗JANE STREET GROUP, LLC ↗OLD MISSION CAPITAL LLC ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗CITADEL ADVISORS LLC ↗GOLDMAN SACHS GROUP INC ↗UBS Group AG ↗Inspire Advisors, LLC ↗Aptus Capital Advisors, LLC ↗HARBOUR INVESTMENTS, INC. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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