# ULTIMUS MANAGERS TR (YLDW)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/YLDW/

- Reporting holders: 2
- Reported value: $29.2M
- 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 |
|---|---|---|---|---|
| [WESTWOOD HOLDINGS GROUP INC](https://holderbook.com/funds/1165002-westwood-holdings-group-inc/) | $29.1M | 1,146,485 | 0.2% | 3 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $146.8K | 5,794 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 2 | $29.2M |
| Q1 2026 | 2 | $17.5M |
| Q4 2025 | 2 | $8.4M |