CUSIP 90470L444ONEASCENT INTLOAIMQ4 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 | 2.34M | $96.94M |
| 2 | Oneascent Wealth Management LLC | 920.6K | $38.11M |
| 3 | Plan A Wealth LLC | 612.0K | $25.33M |
| 4 | Atria Investments, Inc | 603.0K | $24.96M |
| 5 | Oneascent Family Office, LLC | 250.2K | $10.35M |
| 6 | Wealth Enhancement Advisory Services, LLC | 236.5K | $10.03M |
| 7 | Valmark Advisers, Inc. | 97.4K | $4.03M |
| 8 | Envestnet Asset Management Inc | 93.0K | $3.85M |
| 9 |
| World Investment Advisors |
| 79.0K |
| $3.27M |
| 10 | Inspire Advisors, LLC | 76.9K | $3.18M |