ULTIMUS MANAGERS TR WESTWOOD SALIENT is a security (CUSIP 90386K571) tracked across SEC portfolio filings. 15 institutional managers reported $18.9M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | DALLAS, TX | $12.3M | 501,099 |
| LPL Financial LLC | FORT MILL, SC | $4.3M | 175,291 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $553K | 22,471 |
| NOTTINGHAM ADVISORS, INC. | AMHERST, NY | $454K | 19,188 |
| Wealthcare Advisory Partners LLC | WEST CHESTER, PA | $394K | 17,798 |
| CHAPIN DAVIS, INC. | BALTIMORE, MD | $354K | 16,000 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $319K | 14,419 |
| Founders Financial Alliance, LLC | RALEIGH, NC | $154K | 6,944 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $20K | 794 |
| UBS Group AG | Zurich, V8 | $7K | 304 |
| City State Bank | NORWALK, IA | $4K | 200 |
| IFS Advisors, LLC | OVERLAND PARK, KS | $2K | 100 |
| Cambridge Investment Research Advisors, Inc. | FAIRFIELD, IA | $225 | 10,180 |
| MORGAN STANLEY | NEW YORK, NY | $33 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |