Institutional Ownership
Ultimus Managers Tr
CUSIP 90386K639Q3 ALL SEASN ACTQVOYQ1 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 | Hbw Advisory Services LLC | 765.9K | $21.51M |
| 2 | Secure Asset Management, LLC | 94.3K | $2.65M |
| 3 | Harbour Investments, Inc. | 50.4K | $1.42M |
| 4 | Silver Oak Securities, Incorporated | 35.5K | $996.5K |
| 5 | Cetera Investment Advisers | 30.8K | $865.4K |
| 6 | Gts Securities LLC | 18.5K | $518.8K |
| 7 | Ae Wealth Management LLC | 16.2K | $454.2K |
| 8 | Susquehanna International Group, LLP | 8.6K | $241.3K |
| 9 | Corecap Advisors, LLC | 1.4K | $38.0K |
| 10 | Allworth Financial LP | 901 | $25.3K |