OAEM · Insider trading · 13F holders · Congress trades
Unified Ser Tr (OAEM)
Who is buying and selling OAEM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 8
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
OAEM at a glance
- No open-market insider purchases or sales of OAEM were filed in the last 90 days.
- 8 13F filers hold OAEM among their 50 largest positions, worth $87.9M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (6.3%), OneAscent Financial Services LLC (2.0%) and OneAscent Family Office, LLC (1.9%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in OAEM.
OAEM insider trading
No open-market insider purchases or sales of OAEM were filed in the last 90 days.
Who owns OAEM? Hedge funds and superinvestors
8 13F filers hold OAEM among their 50 largest positions, worth $87.9M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (6.3%), OneAscent Financial Services LLC (2.0%) and OneAscent Family Office, LLC (1.9%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| OneAscent Financial Services LLCWealth manager | 2.0% | $42.5M | 851,460 | -3.3% shares | Q2 2026 |
| OneAscent Wealth Management LLCWealth manager | 6.3% | $21.2M | 424,946 | -5.2% shares | Q2 2026 |
| Proficio Capital Partners LLCWealth manager | 0.5% | $15.2M | 305,137 | — | Q2 2026 |
| OneAscent Family Office, LLCInstitutional asset manager | 1.9% | $3.8M | 76,923 | -4.1% shares | Q2 2026 |
| Patron Partners, LLCWealth manager | 0.7% | $1.9M | 38,640 | +7.9% shares | Q2 2026 |
| Frontier Asset Management, LLCInstitutional asset manager | 0.3% | $1.5M | 30,146 | +6.1% shares | Q3 2026 |
| OneAscent Investment Solutions LLCMutual fund manager | 0.9% | $990K | 19,854 | -25.9% shares | Q2 2026 |
| Plan A Wealth LLCWealth manager | 0.3% | $772K | 15,681 | +0.8% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 6). Screen OAEM in the grand portfolio →
OAEM stock trades by members of Congress
No member of Congress has disclosed a trade in OAEM.
OAEM questions and answers
Are insiders buying OAEM stock?
No open-market insider purchases or sales of OAEM were filed in the last 90 days.
Which hedge funds own OAEM?
8 13F filers hold OAEM among their 50 largest positions, worth $87.9M combined. The biggest bets by portfolio weight are OneAscent Wealth Management LLC (6.3%), OneAscent Financial Services LLC (2.0%) and OneAscent Family Office, LLC (1.9%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded OAEM?
No member of Congress has disclosed a trade in OAEM.
Who is the largest holder of OAEM?
Among 13F filers, OneAscent Financial Services LLC reports the largest OAEM position, $42.5M (851,460 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is OneAscent Wealth Management LLC's: 6.3% of its portfolio.
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