13 institutions reported holding $82.8M of ULTIMUS MANAGERS TR (WHGLX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Q3 Asset Management ($22.8M), HARBOUR INVESTMENTS, INC. ($17.1M), WESTWOOD HOLDINGS GROUP INC ($16.9M), Encompass More Asset Management ($16.6M), Orion Porfolio Solutions, LLC ($4.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Q3 Asset Management | $22.8M | 993,156 | Added |
| 2 | HARBOUR INVESTMENTS, INC. | $17.1M | 742,220 | Added |
| 3 | WESTWOOD HOLDINGS GROUP INC | $16.9M | 693,168 | Added |
| 4 | Encompass More Asset Management | $16.6M | 721,356 | New |
| 5 | Orion Porfolio Solutions, LLC | $4.5M | 196,695 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.7M | 74,982 | Added |
| 7 | JANE STREET GROUP, LLC | $953,650 | 39,936 | Trimmed |
| 8 | Cetera Investment Advisers | $743,520 | 32,341 | New |
| 9 | Discipline Wealth Solutions, LLC | $437,070 | 19,011 | New |
| 10 | AXXCESS WEALTH MANAGEMENT, LLC | $432,488 | 18,812 | Trimmed |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $387,588 | 16,859 | New |
| 12 | CENTAURUS FINANCIAL, INC. | $155,000 | 6,753 | New |
| 13 | Secure Asset Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31