CUSIP 90470L527ONEASCENT LARGEOALCQ4 2025
Aggregate 13F value by quarter
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27 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Oneascent Financial Services LLC | 2.55M | $90.23M | +1.29M | Added |
| 2 | Oneascent Wealth Management LLC | 1.16M | $41.17M | +92.1K | Added |
| 3 | Atria Investments, Inc | 259.3K | $9.19M | −503.7K | Reduced |
| 4 | Oneascent Family Office, LLC | 124.2K | $4.40M |
| −6.6K |
| Reduced |
| 5 | Patron Partners, LLC | 118.3K | $4.19M | −383 | Reduced |
| 6 | Truewealth Advisors, LLC | 115.2K | $4.08M | +15.2K | Added |
| 7 | Rfg Advisory, LLC | 77.7K | $2.75M | +5.7K | Added |
| 8 | Envestnet Asset Management Inc | 67.4K | $2.39M | +22.5K | Added |
| 9 | First Heartland Consultants, Inc. | 66.0K | $2.34M | +549 | Added |
| 10 | Lpl Financial LLC | 58.5K | $2.07M | +27.7K | Added |
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