Institutional Ownership
Ultimus Managers Tr
CUSIP 90386K548Q3 ALL SEASONQTACQ1 2026
Institutional Holders
11
13F filers
Shares Held
2.84M
Aggregate institutional
Institutional Value
$40.54M
Q1 2026
Net New Holders
+4
5 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased5
Decreased1
Sold out1
Institutional Holders
11 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Harbour Investments, Inc. | 742.2K | $17.06M | +741.8K | Added |
| 2 | Encompass More Asset Management | 721.4K | $16.58M | +721.4K | New |
| 3 | Orion Porfolio Solutions, LLC | 196.7K | $4.52M | +57.2K | Added |
| 4 | Cetera Investment Advisers | 32.3K | $743.5K | +32.3K | New |
| 5 | Discipline Wealth Solutions, LLC | 19.0K | $437.1K | +19.0K | New |
| 6 | Axxcess Wealth Management, LLC | 18.8K | $432.5K | −13 | Reduced |
| 7 | Envestnet Asset Management Inc | 16.9K | $387.6K | +16.9K | New |
| 8 | Jane Street Group, LLC | 15.0K | $344.9K | +1.2K | Added |
| 9 | Q3 Asset Management | 993.2K | $22.8K | +473.3K | Added |
| 10 | Cambridge Investment Research Advisors, Inc. | 75.0K | $1.7K | +45.5K | Added |
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