WEEI ULTIMUS MANAGERS TR: institutional ownership and insider trading
16 funds reported holding $22.4M of ULTIMUS MANAGERS TR in their latest 13F filings; in Q2 2026 funds net bought $4.95M, with 6 new positions and 4 funds selling out.
Largest institutional holders of WEEI
- WESTWOOD HOLDINGS GROUP INC (WHG) — $11.0M
- LPL Financial LLC — $8.47M
- Stratos Wealth Partners, LTD. — $463K
- NOTTINGHAM ADVISORS, INC. — $454K
- Wealthcare Advisory Partners LLC — $429K
- CHAPIN DAVIS, INC. — $387K
- Private Advisor Group, LLC — $319K
- JANE STREET GROUP, LLC — $260K
- Cambridge Investment Research Advisors, Inc. — $225K
- Founders Financial Alliance, LLC — $154K