14 institutions reported holding $48.3M of ULTIMUS MANAGERS TR (QVOY) in SEC 13F filings for 2026-03-31. Largest institutional holders: HBW ADVISORY SERVICES LLC ($21.5M), Q3 Asset Management ($17.9M), Secure Asset Management, LLC ($2.6M), Cambridge Investment Research Advisors, Inc. ($1.6M), HARBOUR INVESTMENTS, INC. ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | HBW ADVISORY SERVICES LLC | $21.5M | 765,895 | Added |
| 2 | Q3 Asset Management | $17.9M | 638,758 | Added |
| 3 | Secure Asset Management, LLC | $2.6M | 94,288 | Added |
| 4 | Cambridge Investment Research Advisors, Inc. | $1.6M | 57,920 | Added |
| 5 | HARBOUR INVESTMENTS, INC. | $1.4M | 50,440 | Added |
| 6 | SILVER OAK SECURITIES, INCORPORATED | $996,472 | 35,485 | Hold |
| 7 | Cetera Investment Advisers | $865,444 | 30,819 | New |
| 8 | GTS SECURITIES LLC | $518,787 | 18,474 | New |
| 9 | AE Wealth Management LLC | $454,162 | 16,173 | Trimmed |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $241,276 | 8,592 | New |
| 11 | CoreCap Advisors, LLC | $37,966 | 1,352 | Hold |
| 12 | Allworth Financial LP | $25,301 | 901 | Hold |
| 13 | MORGAN STANLEY | $28 | 1 | Hold |
| 14 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31