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 Q2 2026. Largest holders: Cetera Investment Advisers ($1.3M), AXXCESS WEALTH MANAGEMENT, LLC ($414,867), AE Wealth Management LLC ($345,428). Net institutional sentiment: Mixed.

5

Holders

(2 Elite)

$2.1M

Total Value

50% (4)

Consensus

2 buying - 2 selling

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

Smart Money Verdict

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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

Who's Trading

Source dates: Price Sep 21, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (5)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Cetera Investment Advisers	Increased	41,488(+34.6%)	$1.3M	0.0%	-1.53%	33
AXXCESS WEALTH MANAGEMENT, LLC	New	13,411	$414,867	0.0%	-6.35%	33
AE Wealth Management LLC	Decreased	11,166(-31.0%)	$345,428	0.0%	+14.60%	0
Allworth Financial LP	Unchanged	901	$27,872	0.0%	+2.41%	0
MORGAN STANLEY	Unchanged	1	$31	0.0%	+14.56%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$241,276	0.0%	+7.04%	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