# ULTIMUS MANAGERS TR (USVT)

> Institutional ownership reported to the SEC as of Q1 2024, from Form 13F filings. Source: https://holderbook.com/stocks/USVT/

- Reporting holders: 3
- Reported value: $1.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Prospera Financial Services Inc](https://holderbook.com/funds/1541625-prospera-financial-services-inc/) | $1.0M | 32,106 | 0.0% | 5 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $222.8K | 7,009 | 0.0% | 4 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $112.1K | 3,527 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q1 2024 | 3 | $1.4M |
| Q4 2023 | 3 | $1.5M |
| Q3 2023 | 2 | $1.3M |
| Q2 2023 | 2 | $998.6K |
| Q1 2023 | 2 | $262.0K |
| Q4 2022 | 1 | $3.8M |