DOSSIER · 13F Holders · Q2 2026
YLDW
ULTIMUS MANAGERS TR
2 institutions still hold ULTIMUS MANAGERS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
CUSIP 90386K530·2 13F holders·last filed Jun 30, 2026
AI Holders Summary · Q2 2026
2 institutions reported YLDW in Q2 2026. WESTWOOD HOLDINGS GROUP INC leads at 97.9% of the visible book.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.