Institutional Ownership
Ultimus Managers Tr
CUSIP 90386K589WESTWOOD SALIENTMDSTQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
31
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 | 1.59M | $45.38M |
| 2 | Lpl Financial LLC | 1.10M | $31.53M |
| 3 | Rockefeller Capital Management L.P. | 188.5K | $5.39M |
| 4 | North Star Investment Management Corp. | 169.7K | $4.85M |
| 5 | Stifel Financial Corp | 137.9K | $3.94M |
| 6 | Miller Global Investments, LLC | 114.0K | $3.26M |
| 7 | Garden State Investment Advisory Services LLC | 99.0K | $2.83M |
| 8 | Chicago Partners Investment Group LLC | 97.7K | $2.74M |
| 9 | Morgan Stanley | 87.9K | $2.51M |
| 10 | Royal Bank Of Canada | 87.8K | $2.51M |