ULTIMUS MANAGERS TR

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WEEI·90386K571·US·ETF·Unknown - Unknown

WEEI (ULTIMUS MANAGERS TR) is held by 7 institutional investors as of Q1 2026. Largest holders: WESTWOOD HOLDINGS GROUP INC ($12.3M), LPL Financial LLC ($4.3M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($552,562). Net institutional sentiment: Bullish.

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

Positions (7)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WESTWOOD HOLDINGS GROUP INC	Increased	501,099(+0.6%)	$12.3M	0.1%	+16.21%	28
LPL Financial LLC	Increased	175,291(+1049.8%)	$4.3M	0.0%	-2.78%	43
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	22,471(-36.4%)	$552,562	0.0%	+12.85%	0
Private Advisor Group, LLC	Unchanged	14,370	$353,358	0.0%	+7.82%	0
OSAIC HOLDINGS, INC.	New	794	$19,523	0.0%	-3.68%	29
UBS Group AG	New	304	$7,475	0.0%	-3.68%	25
MORGAN STANLEY	New	1	$33	0.0%	-3.68%	17

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer