14 institutions reported holding $18.9M of ULTIMUS MANAGERS TR (WEEI) in SEC 13F filings for 2026-03-31. Largest institutional holders: WESTWOOD HOLDINGS GROUP INC ($12.3M), LPL Financial LLC ($4.3M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($552,562), Wealthcare Advisory Partners LLC ($432,823), Private Advisor Group, LLC ($353,358). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | $12.3M | 501,099 | Added |
| 2 | LPL Financial LLC | $4.3M | 175,291 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $552,562 | 22,471 | Trimmed |
| 4 | Wealthcare Advisory Partners LLC | $432,823 | 17,602 | Added |
| 5 | Private Advisor Group, LLC | $353,358 | 14,370 | Hold |
| 6 | NOTTINGHAM ADVISORS, INC. | $293,316 | 11,928 | New |
| 7 | Cambridge Investment Research Advisors, Inc. | $249,000 | 10,140 | New |
| 8 | CHAPIN DAVIS, INC. | $221,310 | 9,000 | New |
| 9 | Founders Financial Alliance, LLC | $170,753 | 6,944 | Hold |
| 10 | OSAIC HOLDINGS, INC. | $19,523 | 794 | New |
| 11 | UBS Group AG | $7,475 | 304 | New |
| 12 | IFS Advisors, LLC | $2,459 | 100 | New |
| 13 | MORGAN STANLEY | $33 | 1 | New |
| 14 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31