ULTIMUS MANAGERS TR WESTWOOD SALIENT is a security (CUSIP 90386K589) tracked across SEC portfolio filings. 33 institutional managers reported $120.4M on Form 13F as of 2026-06-30.
Showing 15 of 33 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| WESTWOOD HOLDINGS GROUP INC | DALLAS, TX | $45.4M | 1,586,819 |
| LPL Financial LLC | FORT MILL, SC | $31.5M | 1,102,301 |
| North Star Investment Management Corp. | CHICAGO, IL | $6.3M | 217,786 |
| Chicago Partners Investment Group LLC | CHICAGO, IL | $5.9M | 196,857 |
| Rockefeller Capital Management L.P. | NEW YORK, NY | $5.4M | 188,452 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $3.9M | 137,929 |
| Miller Global Investments, LLC | DALLAS, TX | $3.3M | 113,986 |
| Garden State Investment Advisory Services LLC | Red Bank, NJ | $2.8M | 99,000 |
| COMMONWEALTH EQUITY SERVICES, LLC | WALTHAM, MA | $2.6M | 88,629 |
| MORGAN STANLEY | NEW YORK, NY | $2.5M | 87,881 |
| Royal Bank of Canada | TORONTO, A6 | $2.5M | 87,802 |
| Clear Trail Advisors, LLC | HOUSTON, TX | $1.8M | 62,639 |
| Wealthcare Advisory Partners LLC | WEST CHESTER, PA | $1.2M | 43,259 |
| OPPENHEIMER & CO INC | NEW YORK, NY | $833K | 28,879 |
| Tandem Financial, LLC | GREENWOOD VILLAGE, CO | $738K | 25,593 |