CUSIP 90470L295ONEASCENT SMALLOASCQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 1.47M | $43.30M |
| 2 | Oneascent Wealth Management LLC | 530.9K | $15.63M |
| 3 | Atria Investments, Inc | 103.1K | $3.04M |
| 4 | Oneascent Family Office, LLC | 49.8K | $1.47M |
| 5 | First Heartland Consultants, Inc. | 31.5K | $927.3K |
| 6 | Oneascent Investment Solutions LLC | 14.6K | $430.8K |
| 7 | Strategic Blueprint, LLC | 12.8K | $377.3K |
| 8 | Plan A Wealth LLC | 12.4K | $364.1K |
| 9 |
| Susquehanna International Group, LLP |
| 9.8K |
| $289.8K |
| 10 | Ifp Advisors, Inc | 6.2K | $183.3K |