ULTIMUS MANAGERS TR

QTAC (ULTIMUS MANAGERS TR) is held by 3 institutional investors as of Q2 2026. Largest holders: Cetera Investment Advisers ($1.1M), AXXCESS WEALTH MANAGEMENT, LLC ($658,611), UBS Group AG ($56,236). Net institutional sentiment: Mixed.

3

Holders

(1 Elite)

$1.8M

Total Value

50% (6)

Consensus

3 buying - 3 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

QT

Smart Money Verdict

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Institutional (13F)48

Insider (Form 4)27

Activist (13D/13G)45

Congressional (STOCK Act)26

Holder Quality

68

★★★★★

Elite

58

★★★★

Strong

76

★★★

Solid

34

★★

Below

75

★

Weak

Held by 3 funds

1 elite

Who's Trading

Source dates: Price unavailable · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for QTAC.

Top Holders

Top Holders (3)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cetera Investment Advisers	Increased	44,241(+36.8%)	$1.1M	0.0%	—	33
AXXCESS WEALTH MANAGEMENT, LLC	Increased	25,883(+37.6%)	$658,611	0.0%	—	32
UBS Group AG	New	2,210	$56,236	0.0%	—	32
OPOrion Porfolio Solutions, LLC	Exited	0(-100.0%)	$4.5M	0.0%	—	0
ENVESTNET ASSET MANAGEMENT INC	Exited	0(-100.0%)	$387,588	0.0%	—	0
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$344,896	0.0%	—	0

QTQTACULTIMUS MANAGERS TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer