ULTIMUS MANAGERS TR's ticker is and the CUSIP is 90386K639. A total of 13 filers reported holding ULTIMUS MANAGERS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $260,662 | – | 9,417 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Q3 Asset Management | 584,233 | $15,907 | 6.30% |
| HBW ADVISORY SERVICES LLC | 1,103,706 | $30,052 | 6.27% |
| CPR Investments Inc. | 11,769 | $320,450 | 0.34% |
| Secure Asset Management, LLC | 10,891 | $296,532 | 0.09% |
| Atria Investments, Inc | 166,373 | $4,530,054 | 0.08% |
| Simplicity Solutions, LLC | 32,432 | $883,068 | 0.03% |
| USA FINANCIAL FORMULAS | 351 | $9,557 | 0.01% |
| AXXCESS WEALTH MANAGEMENT, LLC | 11,214 | $305,338 | 0.01% |
| Orion Portfolio Solutions, LLC | 7,679 | $209,086 | 0.00% |
| HARBOUR INVESTMENTS, INC. | 1,097 | $29,869 | 0.00% |