Institutional Ownership
Ultimus Managers Tr
CUSIP 90386K639Q3 ALL SEASN ACTQVOYQ1 2026
Institutional Holders
13
13F filers
Shares Held
1.72M
Aggregate institutional
Institutional Value
$28.73M
Q1 2026
Net New Holders
+2
3 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased5
Decreased1
Sold out1
Institutional Holders
13 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hbw Advisory Services LLC | 765.9K | $21.51M | +148 | Added |
| 2 | Secure Asset Management, LLC | 94.3K | $2.65M | +85.8K | Added |
| 3 | Harbour Investments, Inc. | 50.4K | $1.42M | +49.4K | Added |
| 4 | Silver Oak Securities, Incorporated | 35.5K | $996.5K | 0 | Held |
| 5 | Cetera Investment Advisers | 30.8K | $865.4K | +30.8K | New |
| 6 | Gts Securities LLC | 18.5K | $518.8K | +18.5K | New |
| 7 | Ae Wealth Management LLC | 16.2K | $454.2K | −6.7K | Reduced |
| 8 | Susquehanna International Group, LLP | 8.6K | $241.3K | +8.6K | New |
| 9 | Corecap Advisors, LLC | 1.4K | $38.0K | 0 | Held |
| 10 | Allworth Financial LP | 901 | $25.3K | 0 | Held |
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