# ULTIMUS MANAGERS TR WESTWOOD SALIENT

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.

## Summary

- Issuer: ULTIMUS MANAGERS TR
- Class: WESTWOOD SALIENT
- CUSIP: 90386K589
- 13F holders: 33
- 13F value: $120.4M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_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](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $31.5M | 1,102,301 |
| North Star Investment Management Corp. | CHICAGO, IL | $6.3M | 217,786 |
| [Chicago Partners Investment Group LLC](https://search.stillhousedata.com/firm/147662) | CHICAGO, IL | $5.9M | 196,857 |
| [Rockefeller Capital Management L.P.](https://search.stillhousedata.com/firm/294197) | NEW YORK, NY | $5.4M | 188,452 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $3.9M | 137,929 |
| [Miller Global Investments, LLC](https://search.stillhousedata.com/firm/114683) | DALLAS, TX | $3.3M | 113,986 |
| [Garden State Investment Advisory Services LLC](https://search.stillhousedata.com/firm/133088) | Red Bank, NJ | $2.8M | 99,000 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | 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](https://search.stillhousedata.com/firm/292565) | GREENWOOD VILLAGE, CO | $738K | 25,593 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/90386K589.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.