ULTIMUS MANAGERS TR - WESTWOOD ENHANCE (YLDW)

Q4 2025 13F Holders as of 31 Dec 2025

Type / Class
Equity / WESTWOOD ENHANCE
Total 13F shares
336,575
Share change
+336,575
Total reported value
$8,423,496
Price per share
$25.03
Number of holders
2
Value change
+$8,423,496
Number of buys
2

Institutional Holders of ULTIMUS MANAGERS TR - WESTWOOD ENHANCE (YLDW) as of Q4 2025

As of 31 Dec 2025, ULTIMUS MANAGERS TR - WESTWOOD ENHANCE (YLDW) was held by 2 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 336,575 shares. The largest 2 holders included WESTWOOD HOLDINGS GROUP INC and JANE STREET GROUP, LLC. This page lists 2 institutional shareholders reporting positions in this security for the Q4 2025 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.