QVOY institutional ownership changes in Q2 2026: 2 institutions opened or added positions, 2 trimmed or exited. QVOY (ULTIMUS MANAGERS TR) is held by 5 institutional investors as of Q2 2026. Top institutional shareholders: Cetera Investment Advisers ($1.3M), Axxcess Wealth Management, LLC ($414,867), AE Wealth Management LLC ($345,428). Net institutional sentiment: Mixed.
Who's Trading
Source dates: Price Nov 5, 2026 · Insiders none · Activists none · Congress none
No recent insider, activist, or congressional trades for QVOY.
Top Holders
| Action | ||||||
|---|---|---|---|---|---|---|
Increased | 41,488(+34.6%) | $1.3M | 0.0% | -3.70% | 33 | |
New | 13,411 | $414,867 | 0.0% | 0.00% | 33 | |
Decreased | 11,166(-31.0%) | $345,428 | 0.0% | +9.90% | 0 | |
Unchanged | 901 | $27,872 | 0.0% | -1.94% | 0 | |
Unchanged | 1 | $31 | 0.0% | +10.56% | 0 | |
Exited | 0(-100.0%) | $241,276 | 0.0% | +10.16% | 0 |
QVOYULTIMUS MANAGERS TRContinue exploring
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EFAISHARES TRQuestions investors ask about QVOY
Who owns QVOY?
5 institutional investors held QVOY on June 30, 2026, led by Cetera Investment Advisers ($1.3M), Axxcess Wealth Management, LLC ($414,867) and AE Wealth Management LLC ($345,428).
How many hedge funds hold QVOY?
5 institutional investors reported QVOY in their 13F filings for the quarter ended June 30, 2026, $2.1M in all. 2 of them are rated Elite.
Are institutions buying or selling QVOY?
Evenly split. In Q2 2026, 2 institutions opened or added to positions in QVOY and 2 institutions trimmed or exited.
Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer