Institutional Ownership
Ultimus Managers Tr
CUSIP 90386K571WESTWOOD SALIENTWEEIQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
13
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 | Westwood Holdings Group Inc | 501.1K | $12.32M |
| 2 | Lpl Financial LLC | 175.3K | $4.31M |
| 3 | Susquehanna International Group, LLP | 22.5K | $552.6K |
| 4 | Wealthcare Advisory Partners LLC | 17.6K | $432.8K |
| 5 | Private Advisor Group, LLC | 14.4K | $353.4K |
| 6 | Nottingham Advisors, Inc. | 11.9K | $293.3K |
| 7 | Chapin Davis, Inc. | 9.0K | $221.3K |
| 8 | Founders Financial Alliance, LLC | 6.9K | $170.8K |
| 9 | Osaic Holdings, Inc. | 794 | $19.5K |
| 10 | Ubs Group AG | 304 | $7.5K |