CUSIP 90386K571
ULTIMUS MANAGERS TR
9 institutions · $12.9M total · 602,867 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 497,889 | $10.7M | 82.58% | 2025-12-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35,353 | $758.4K | 5.86% | 2025-12-31 |
| 3 | Wealthcare Advisory Partners LLC | 16,619 | $356.5K | 2.75% | 2025-12-31 |
| 4 | OLD MISSION CAPITAL LLC | 16,406 | $351.9K | 2.72% | 2025-12-31 |
| 5 | LPL Financial LLC | 15,245 | $327.0K | 2.52% | 2025-12-31 |
| 6 | Private Advisor Group, LLC | 14,370 | $308.3K | 2.38% | 2025-12-31 |
| 7 | Founders Financial Alliance, LLC | 6,944 | $149.0K | 1.15% | 2025-12-31 |
| 8 | UBS Group AG | 41 | $975 | 0.00% | 2024-06-30 |
| 9 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |