CUSIP 90470L519ONEASCENT CORE POACPQ4 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 | 4.89M | $112.68M |
| 2 | Oneascent Wealth Management LLC | 2.43M | $55.90M |
| 3 | Atria Investments, Inc | 629.7K | $14.51M |
| 4 | Oneascent Family Office, LLC | 437.6K | $10.08M |
| 5 | Patron Partners, LLC | 143.9K | $3.32M |
| 6 | Oneascent Investment Solutions LLC | 107.8K | $2.48M |
| 7 | Rfg Advisory, LLC | 101.6K | $2.34M |
| 8 | First Heartland Consultants, Inc. | 65.2K | $1.50M |
| 9 |
| Dynamic Advisor Solutions LLC |
| 58.5K |
| $1.35M |
| 10 | Envestnet Asset Management Inc | 45.6K | $1.05M |