ULTIMUS MANAGERS TR - QTAC

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Company profile

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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$59.1M
QoQ value delta ($000)
-$6.125M (-9.39%)
Implied price effect (QoQ)
+10.68%
Shares
Total shares
2,322,694
QoQ shares delta
-514,493 (-18.13%)
Total shares held by funds (by quarter)

Market chart (QTAC)

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Top holders (Q2 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Q3 Asset Management 21,565 847,519 3.95%
Encompass More Asset Management 17,009 668,467 2.47%
HARBOUR INVESTMENTS, INC. 15,287 600,798 0.21%
Cambridge Investment Research Advisors, Inc. 2,039 80,134 0.0%
Cetera Investment Advisers 1,125 44,241 0.0%
GTS SECURITIES LLC 658 25,892 0.01%
AXXCESS WEALTH MANAGEMENT, LLC 658 25,883 0.01%
Discipline Wealth Solutions, LLC 493 19,394 0.04%
Secure Asset Management, LLC 207 8,156 0.03%
UBS Group AG 56 2,210 0.0%