CUSIP 90470L469ONEASCENT EMGRGOAEMQ4 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 | 861.3K | $31.55M |
| 2 | Oneascent Wealth Management LLC | 435.9K | $15.97M |
| 3 | Atria Investments, Inc | 99.3K | $3.64M |
| 4 | Oneascent Family Office, LLC | 77.4K | $2.83M |
| 5 | First Heartland Consultants, Inc. | 38.8K | $1.42M |
| 6 | Frontier Asset Management, LLC | 38.6K | $1.41M |
| 7 | Envestnet Asset Management Inc | 32.4K | $1.19M |
| 8 | Patron Partners, LLC | 31.6K | $1.16M |
| 9 |
| Oneascent Investment Solutions LLC |
| 26.4K |
| $965.7K |
| 10 | Rfg Advisory, LLC | 23.4K | $858.2K |