CUSIP 90470L444ONEASCENT INTLOAIMQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
43 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 2.34M | $96.94M | +946.3K | Added |
| 2 | Oneascent Wealth Management LLC | 920.6K | $38.11M | +24.1K | Added |
| 3 | Plan A Wealth LLC | 612.0K | $25.33M | +24.1K | Added |
| 4 | Atria Investments, Inc | 603.0K | $24.96M |
| −410.4K |
| Reduced |
| 5 | Oneascent Family Office, LLC | 250.2K | $10.35M | +27.0K | Added |
| 6 | Wealth Enhancement Advisory Services, LLC | 236.5K | $10.03M | +236.5K | New |
| 7 | Valmark Advisers, Inc. | 97.4K | $4.03M | +21.1K | Added |
| 8 | Envestnet Asset Management Inc | 93.0K | $3.85M | +24.7K | Added |
| 9 | World Investment Advisors | 79.0K | $3.27M | +9.1K | Added |
| 10 | Inspire Advisors, LLC | 76.9K | $3.18M | +17.2K | Added |
See every fund holding Unified Ser Tr, with full quarter-over-quarter share changes.
Unlock all holders