ULTIMUS MANAGERS TR

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QVOY·90386K639·US·ETF·Unknown - Unknown

QVOY (ULTIMUS MANAGERS TR) is held by 5 institutional investors as of Q1 2026. Largest holders: Cetera Investment Advisers ($865,444), AE Wealth Management LLC ($454,162), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($241,276). Net institutional sentiment: Mixed.

5

Holders

(2 Elite)

$1.6M

Total Value

50% (4)

Consensus

2 buying - 2 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Institutional (13F)85

Insider (Form 4)38

Activist (13D/13G)64

Congressional (STOCK Act)75

Holder Quality

58

★★★★★

Elite

36

★★★★

Strong

66

★★★

Solid

24

★★

Below

37

★

Weak

Held by 5 funds

2 elite

No recent insider, activist, or congressional trades found for this stock

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cetera Investment Advisers	New	30,819	$865,444	0.0%	+3.11%	34
AE Wealth Management LLC	Decreased	16,173(-29.2%)	$454,162	0.0%	+17.87%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	8,592	$241,276	0.0%	+3.11%	35
Allworth Financial LP	Unchanged	901	$25,301	0.0%	+5.34%	0
MORGAN STANLEY	Unchanged	1	$28	0.0%	+17.83%	0
UBS Group AG	Exited	0(-100.0%)	$15,979	0.0%	+1.76%	0

QVOYULTIMUS 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