現在OAIMを保有する機関投資家48社

現在 48 社の機関がOAIMを保有しており、以下は保有時価総額の高い順です。

主要保有機関	申告総額	平均比率
OneAscent Financial Services LLC	$1.1億	5.95%
OneAscent Wealth Management LLC	$4110.8万	13.59%
Plan A Wealth LLC	$2730.6万	13.08%
LPL Financial LLC	$2722.2万	0.01%
Atria Investments, Inc	$2567.9万	0.29%
OneAscent Family Office, LLC	$1081.3万	7.55%
CreativeOne Wealth, LLC	$1014.2万	0.24%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$968.2万	0.02%
ENVESTNET ASSET MANAGEMENT INC	$514.4万	0.00%
Valmark Advisers, Inc.	$426.5万	0.05%
World Investment Advisors	$361.2万	0.06%
Inspire Advisors, LLC	$341.5万	0.28%
Investment Research Partners LLC	$317.8万	1.29%
OneAscent Investment Solutions LLC	$307.0万	3.07%
RFG Advisory, LLC	$261.1万	0.05%
PATRON PARTNERS, LLC	$225.2万	1.00%
Cambridge Investment Research Advisors, Inc.	$180.7万	0.00%
Frontier Asset Management, LLC	$179.6万	0.38%
First Heartland Consultants, Inc.	$175.9万	0.13%
TrueWealth Advisors, LLC	$154.9万	0.39%
Cornerstone Financial Management LLC	$144.6万	1.33%
EverSource Wealth Advisors, LLC	$131.3万	0.04%
Merit Financial Group, LLC	$113.0万	0.01%
Kestra Advisory Services, LLC	$101.7万	0.00%
JANE STREET GROUP, LLC	$78.6万	0.00%
Global Strategic Investment Solutions, LLC	$61.1万	0.06%
Firestone Capital Management	$55.5万	0.12%
CITADEL ADVISORS LLC	$54.3万	0.00%
HARBOUR INVESTMENTS, INC.	$37.1万	0.01%
Cetera Investment Advisers	$36.4万	0.00%
Dynamic Advisor Solutions LLC	$36.3万	0.01%
Abundance Wealth Counselors	$28.6万	0.04%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$27.9万	0.00%
Values First Advisors, Inc.	$25.3万	0.13%
Strategic Blueprint, LLC	$23.2万	0.01%
COMMONWEALTH EQUITY SERVICES, LLC	$23.0万	0.00%
IFP Advisors, Inc	$22.2万	0.00%
JPMORGAN CHASE & CO	$21.3万	0.00%
CREATIVE FINANCIAL DESIGNS INC /ADV	$15.1万	0.01%
CX Institutional	$12.6万	0.00%
Aptus Capital Advisors, LLC	$7.6万	0.00%
CWM, LLC	$2.4万	0.00%
MATHER GROUP, LLC.	$1.3万	0.00%
OSAIC HOLDINGS, INC.	$1.2万	0.00%
AdvisorNet Financial, Inc	$1.1万	0.00%
Blue Trust, Inc.	$6760.0	0.00%
VANGUARD ADVISERS INC	$43.0	0.00%
GeoWealth Management, LLC	$43.0	0.00%