Institutional Ownership
Ultimus Managers Tr
CUSIP 90386K548Q3 ALL SEASONQTACQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
11
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
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.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Harbour Investments, Inc. | 742.2K | $17.06M |
| 2 | Encompass More Asset Management | 721.4K | $16.58M |
| 3 | Orion Porfolio Solutions, LLC | 196.7K | $4.52M |
| 4 | Cetera Investment Advisers | 32.3K | $743.5K |
| 5 | Discipline Wealth Solutions, LLC | 19.0K | $437.1K |
| 6 | Axxcess Wealth Management, LLC | 18.8K | $432.5K |
| 7 | Envestnet Asset Management Inc | 16.9K | $387.6K |
| 8 | Jane Street Group, LLC | 15.0K | $344.9K |
| 9 | Q3 Asset Management | 993.2K | $22.8K |
| 10 | Cambridge Investment Research Advisors, Inc. | 75.0K | $1.7K |