CUSIP 90470L469ONEASCENT EMGRGOAEMQ4 2025
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27 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 861.3K | $31.55M | +286.6K | Added |
| 2 | Oneascent Wealth Management LLC | 435.9K | $15.97M | +36.8K | Added |
| 3 | Atria Investments, Inc | 99.3K | $3.64M | −123.7K | Reduced |
| 4 | Oneascent Family Office, LLC | 77.4K | $2.83M |
| +13.3K |
| Added |
| 5 | First Heartland Consultants, Inc. | 38.8K | $1.42M | +17.7K | Added |
| 6 | Frontier Asset Management, LLC | 38.6K | $1.41M | −1.7K | Reduced |
| 7 | Envestnet Asset Management Inc | 32.4K | $1.19M | +5.2K | Added |
| 8 | Patron Partners, LLC | 31.6K | $1.16M | −504 | Reduced |
| 9 | Oneascent Investment Solutions LLC | 26.4K | $965.7K | +86 | Added |
| 10 | Rfg Advisory, LLC | 23.4K | $858.2K | +1.9K | Added |
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