CUSIP 90470L295ONEASCENT SMALLOASCQ4 2025
Aggregate 13F value by quarter
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15 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 1.47M | $43.30M | +774.5K | Added |
| 2 | Oneascent Wealth Management LLC | 530.9K | $15.63M | +160.5K | Added |
| 3 | Atria Investments, Inc | 103.1K | $3.04M | −319.4K | Reduced |
| 4 | Oneascent Family Office, LLC | 49.8K | $1.47M |
| +12.0K |
| Added |
| 5 | First Heartland Consultants, Inc. | 31.5K | $927.3K | −21.4K | Reduced |
| 6 | Oneascent Investment Solutions LLC | 14.6K | $430.8K | +463 | Added |
| 7 | Strategic Blueprint, LLC | 12.8K | $377.3K | +828 | Added |
| 8 | Plan A Wealth LLC | 12.4K | $364.1K | +5.0K | Added |
| 9 | Susquehanna International Group, LLP | 9.8K | $289.8K | +9.8K | New |
| 10 | Ifp Advisors, Inc | 6.2K | $183.3K | −119 | Reduced |
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