CUSIP 90386K639Q3 ALL SEASN ACTQVOYQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
11 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Hbw Advisory Services LLC | 765.7K | $20.60M | −40.9K | Reduced |
| 2 | Silver Oak Securities, Incorporated | 35.5K | $961.3K | +2.4K | Added |
| 3 | Ae Wealth Management LLC | 22.8K | $614.1K | −3.7K | Reduced |
| 4 | Secure Asset Management, LLC | 8.5K | $228.7K |
| −84.5K |
| Reduced |
| 5 | Corecap Advisors, LLC | 1.4K | $36.4K | +1.4K | New |
| 6 | Harbour Investments, Inc. | 1.0K | $27.5K | +235 | Added |
| 7 | Allworth Financial LP | 901 | $24.2K | +76 | Added |
| 8 | Ubs Group AG | 594 | $16.0K | −7 | Reduced |
| 9 | Q3 Asset Management | 453.1K | $12.2K | −30.5K | Reduced |
| 10 | Cambridge Investment Research Advisors, Inc. | 11.5K | $309 | +11.5K | New |
See every fund holding Ultimus Managers Tr, with full quarter-over-quarter share changes.
Unlock all holders