CUSIP 90470L527ONEASCENT LARGEOALCQ4 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 | 2.55M | $90.23M |
| 2 | Oneascent Wealth Management LLC | 1.16M | $41.17M |
| 3 | Atria Investments, Inc | 259.3K | $9.19M |
| 4 | Oneascent Family Office, LLC | 124.2K | $4.40M |
| 5 | Patron Partners, LLC | 118.3K | $4.19M |
| 6 | Truewealth Advisors, LLC | 115.2K | $4.08M |
| 7 | Rfg Advisory, LLC | 77.7K | $2.75M |
| 8 | Envestnet Asset Management Inc | 67.4K | $2.39M |
| 9 |
| First Heartland Consultants, Inc. |
| 66.0K |
| $2.34M |
| 10 | Lpl Financial LLC | 58.5K | $2.07M |