13FBOX
ULTIMUS MANAGERS TR · 13F 机构持仓分析
期权收益计算器 机构排行
U

ULTIMUS MANAGERS TR

WEEI
持有机构数
16
机构合计市值 (Q2 2026)
$2,228.3万
机构合计股数 (Q2 2026)
100.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+26.2万股
13 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.8万股
4 · 3 清仓 · ≈
⚖️ 净额
+22.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2,228.3万
持有机构数
16
新买入
6
加仓
7
减仓
1
清仓
3
持股不变
2
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Westwood控股集团WESTWOOD HOLDINGS GROUP INC
0.08%0.09%#1$1,101.0万49.8万股$1,232.2万50.1万股-3,210股-0.64%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#7$847.4万38.3万股$431.0万17.5万股+20.8万股+118.60%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
<0.01%#6$46.3万2.1万股$00股+2.1万股新买入
NOTTINGHAM ADVISORS, INC.
0.05%0.04%#3$45.4万1.9万股$29.3万1.2万股+7,260股+60.87%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.01%0.01%#5$39.4万1.8万股$43.3万1.8万股+196股+1.11%加仓
CHAPIN DAVIS, INC.
0.06%0.05%#2$35.4万1.6万股$22.1万9,000股+7,000股+77.78%加仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#8$31.9万1.4万股$35.3万1.4万股+49股+0.34%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#15$26.0万1.2万股$00股+1.2万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#13$22.5万1.0万股$24.9万1.0万股+40股+0.39%加仓
Founders Financial Alliance, LLC
0.02%0.03%#4$15.4万6,944股$17.1万6,944股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$11.8万5,353股$2.0万794股+4,559股+574.18%加仓
UMB银行UMB Bank, n.a.
<0.01%#12$4.4万2,000股$00股+2,000股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%#16$8,000364股$00股+364股新买入
City State Bank
<0.01%#10$4,423200股$00股+200股新买入
IFS Advisors, LLC
<0.01%<0.01%#9$2,211100股$2,459100股00.00%持仓不变
Osbon Capital Management LLC
<0.01%#11$99545股$00股+45股新买入

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