Data as of Q4 2025 (Dec 31, 2025)
QVOY

ULTIMUS MANAGERS TR

Institutional Ownership · Q4 2025

Filing: Q4 2025

ULTIMUS MANAGERS TR (QVOY) is held by 38 institutional investors with combined holdings of $172M. Major holders include WESTWOOD HOLDINGS GROUP I, LPL Financial LLC, Q3 Asset Management.

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Institutional Holders
38
Total Value
$171.8M
Ownership %
—

🏦 Top Institutional Holders

WESTWOOD HOLDINGS GROUP INC (WHG)
2.3M shares
$58.6M
LPL Financial LLC
1.0M shares
$27.4M
Q3 Asset Management
973.0K shares
$25.3M
HBW ADVISORY SERVICES LLC
765.7K shares
$20.6M
JANE STREET GROUP, LLC
210.9K shares
$5.7M

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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