Institutional Ownership
Ultimus Managers Tr
CUSIP 90386K589WESTWOOD SALIENTMDSTQ1 2026
Institutional Holders
31
13F filers
Shares Held
4.20M
Aggregate institutional
Institutional Value
$114.24M
Q1 2026
Net New Holders
+6
8 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions8
Increased13
Decreased6
Sold out2
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Westwood Holdings Group Inc | 1.59M | $45.38M | +10.1K | Added |
| 2 | Lpl Financial LLC | 1.10M | $31.53M | +79.4K | Added |
| 3 | Rockefeller Capital Management L.P. | 188.5K | $5.39M | +94.4K | Added |
| 4 | North Star Investment Management Corp. | 169.7K | $4.85M | +97.9K | Added |
| 5 | Stifel Financial Corp | 137.9K | $3.94M | +22.8K | Added |
| 6 | Miller Global Investments, LLC | 114.0K | $3.26M | −415 | Reduced |
| 7 | Garden State Investment Advisory Services LLC | 99.0K | $2.83M | +99.0K | New |
| 8 | Chicago Partners Investment Group LLC | 97.7K | $2.74M | +97.7K | New |
| 9 | Morgan Stanley | 87.9K | $2.51M | +87.9K | New |
| 10 | Royal Bank Of Canada | 87.8K | $2.51M | +5.9K | Added |
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