ULTIMUS MANAGERS TR

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WEEI·90386K571·US·ETF

WEEI (ULTIMUS MANAGERS TR) is held by 6 institutional investors as of Q2 2026. Largest holders: WESTWOOD HOLDINGS GROUP INC ($11M), LPL Financial LLC ($8.5M), Private Advisor Group, LLC ($318,862). Net institutional sentiment: Mixed.

6

Holders

$20.2M

Total Value

56% (9)

Consensus

5 buying - 4 selling

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

Smart Money Verdict

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Institutional (13F)49

Insider (Form 4)48

Activist (13D/13G)72

Congressional (STOCK Act)49

Holder Quality

71

★★★★★

Elite

71

★★★★

Strong

79

★★★

Solid

37

★★

Below

88

★

Weak

Held by 6 funds

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (6)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WESTWOOD HOLDINGS GROUP INC	Decreased	497,889(-0.6%)	$11M	0.1%	+40.49%	0
LPL Financial LLC	Increased	383,187(+118.6%)	$8.5M	0.0%	+15.26%	44
Private Advisor Group, LLC	Increased	14,419(+0.3%)	$318,862	0.0%	+30.92%	23
JANE STREET GROUP, LLC	New	11,741	$259,640	0.0%	+18.69%	36
OSAIC HOLDINGS, INC.	Increased	5,353(+574.2%)	$118,413	0.0%	+17.30%	35
ROYAL BANK OF CANADA	New	364	$8,000	0.0%	+18.69%	25
MORGAN STANLEY	Exited	0(-100.0%)	$33	0.0%	-7.42%	0
UBS Group AG	Exited	0(-100.0%)	$7,475	0.0%	-7.42%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$552,562	0.0%	+15.51%	0

WEEIULTIMUS 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