ULTIMUS MANAGERS TR

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YLDW·90386K530·US·ETF·Unknown - Unknown

YLDW (ULTIMUS MANAGERS TR) is held by 2 institutional investors as of Q2 2026. Largest holders: WESTWOOD HOLDINGS GROUP INC ($29.1M), MERCER GLOBAL ADVISORS INC /ADV ($146,843). Net institutional sentiment: Mixed.

2

Holders

$29.2M

Total Value

67% (3)

Consensus

2 buying - 1 selling

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

Smart Money Verdict

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Institutional (13F)44

Insider (Form 4)69

Activist (13D/13G)52

Congressional (STOCK Act)36

Holder Quality

19

★★★★★

Elite

75

★★★★

Strong

27

★★★

Solid

65

★★

Below

28

★

Weak

Held by 2 funds

Who's Trading

Source dates: Price unavailable · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (2)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WESTWOOD HOLDINGS GROUP INC	Increased	1.1M(+65.4%)	$29.1M	0.2%	—	50
MGMERCER GLOBAL ADVISORS INC /ADV	New	5,794	$146,843	0.0%	—	31
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$608,754	0.0%	—	0

YLDWULTIMUS 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