CUSIP 90386K548
ULTIMUS MANAGERS TR
7 institutions · $5.3M total · 759,833 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Brinker Capital Investments, LLC | 139,454 | $3.5M | 18.35% | 2025-12-31 |
| 2 | Secure Asset Management, LLC | 37,984 | $959.5K | 4.99% | 2025-12-31 |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC | 18,825 | $475.5K | 2.47% | 2025-12-31 |
| 4 | JANE STREET GROUP, LLC | 13,833 | $349.4K | 1.82% | 2025-12-31 |
| 5 | Q3 Asset Management | 519,895 | $13.1K | 68.42% | 2025-12-31 |
| 6 | HARBOUR INVESTMENTS, INC. | 385 | $9.7K | 0.05% | 2025-12-31 |
| 7 | Cambridge Investment Research Advisors, Inc. | 29,457 | $744 | 3.87% | 2025-12-31 |