Ultimus Managers Tr (QTAC) institutional ownership
ULTIMUS MANAGERS TR · 13F, 2026Q2
| Managers holding | 10 |
|---|---|
| Shares held | 2,402,828 |
| Reported value | $61.1m |
| Quarter flows | 3 new, 4 added, 3 trimmed, 4 exited |
Top 10 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Q3 Asset Management | 847,519 | $21.6m | 3.9% |
| Encompass More Asset Management | 668,467 | $17.0m | 2.5% |
| HARBOUR INVESTMENTS, INC. | 600,798 | $15.3m | 0.2% |
| Cambridge Investment Research Advisors, Inc. | 160,268 | $4.1m | 0.0% |
| Cetera Investment Advisers | 44,241 | $1.1m | 0.0% |
| GTS SECURITIES LLC | 25,892 | $658,848 | 0.0% |
| AXXCESS WEALTH MANAGEMENT, LLC | 25,883 | $658,611 | 0.0% |
| Discipline Wealth Solutions, LLC | 19,394 | $493,497 | 0.0% |
| Secure Asset Management, LLC | 8,156 | $207,531 | 0.0% |
| UBS Group AG | 2,210 | $56,236 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("QTAC"). QTAC price history · All 13F data