Who owns ULTIMUS MANAGERS TR?

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Analyze quarterly positions in Ultimus Managers Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Ultimus Managers Tr stock

Who bought or sold ULTIMUS MANAGERS TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Westwood Holdings 498k $11M -4% Dec 2025
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Susquehanna International 35k $758k -4% Dec 2025
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Wealthcare Advisory Partners 18k $433k 6% Mar 2026
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Old Mission Capital 16k $352k -19% Dec 2025
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LPL Financial 15k $327k 100% Dec 2025
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Private Advisor 14k $308k 100% Dec 2025
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Founders Financial Alliance 6.9k $149k 100% Dec 2025
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IFS Advisors 100.00 $2.5k 100% Mar 2026
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