Institutional Ownership
Ultimus Managers Tr
CUSIP 90386K571WESTWOOD SALIENTWEEIQ1 2026
Institutional Holders
13
13F filers
Shares Held
770.0K
Aggregate institutional
Institutional Value
$18.69M
Q1 2026
Net New Holders
+6
7 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased3
Decreased1
Sold out1
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Westwood Holdings Group Inc | 501.1K | $12.32M | +3.2K | Added |
| 2 | Lpl Financial LLC | 175.3K | $4.31M | +160.0K | Added |
| 3 | Susquehanna International Group, LLP | 22.5K | $552.6K | −12.9K | Reduced |
| 4 | Wealthcare Advisory Partners LLC | 17.6K | $432.8K | +983 | Added |
| 5 | Private Advisor Group, LLC | 14.4K | $353.4K | 0 | Held |
| 6 | Nottingham Advisors, Inc. | 11.9K | $293.3K | +11.9K | New |
| 7 | Chapin Davis, Inc. | 9.0K | $221.3K | +9.0K | New |
| 8 | Founders Financial Alliance, LLC | 6.9K | $170.8K | 0 | Held |
| 9 | Osaic Holdings, Inc. | 794 | $19.5K | +794 | New |
| 10 | Ubs Group AG | 304 | $7.5K | +304 | New |
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