ULTIMUS MANAGERS TR - WESTWOOD ENHANCE (YLDW) Institutional Ownership

13F Institutional Holders and Ownership History for Q4 2025

Type / Class
Equity / WESTWOOD ENHANCE
Symbol
YLDW
Price per share
$25.51
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
336,575
Total reported value
$8,423,496
% of total 13F portfolios
0%
Share change
+336,575
Value change
+$8,423,496
Number of holders
2
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 2 institutional investors reported holding 336,575 shares of ULTIMUS MANAGERS TR - WESTWOOD ENHANCE (YLDW).

Institutional Holders of ULTIMUS MANAGERS TR - WESTWOOD ENHANCE (YLDW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 336,575 $8,423,496 +$8,423,496 $25.03 2