# ULTIMUS MANAGERS TR WESTWOOD SALIENT

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.

## Summary

- Issuer: ULTIMUS MANAGERS TR
- Class: WESTWOOD SALIENT
- CUSIP: 90386K571
- 13F holders: 15
- 13F value: $18.9M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| WESTWOOD HOLDINGS GROUP INC | DALLAS, TX | $12.3M | 501,099 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $4.3M | 175,291 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $553K | 22,471 |
| [NOTTINGHAM ADVISORS, INC.](https://search.stillhousedata.com/firm/104928) | 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](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $319K | 14,419 |
| [Founders Financial Alliance, LLC](https://search.stillhousedata.com/firm/173011) | 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 |

## More

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.