ULTIMUS MANAGERS TR

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YLDW·90386K530·US·ETF

YLDW (ULTIMUS MANAGERS TR) is held by 1 institutional investors as of Q2 2026. Largest holders: WESTWOOD HOLDINGS GROUP INC ($29.1M). Net institutional sentiment: Mixed.

1

Holders

$29.1M

Total Value

50% (2)

Consensus

1 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 1 fund

Who's Trading

Source dates: Price Oct 9, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (1)History

AllNewIncreasedHeldDecreasedExitedFirst report

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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%	+3.99%	50
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$608,754	0.0%	+4.89%	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