Who Owns ULTIMUS MANAGERS TR (MDST)? -- Institutional Holders (2026-06-30)

39 institutions reported holding $148.1M of ULTIMUS MANAGERS TR (MDST) in SEC 13F filings for 2026-06-30. Largest institutional holders: WESTWOOD HOLDINGS GROUP INC ($45.6M), LPL Financial LLC ($34.0M), MORGAN STANLEY ($16.1M), North Star Investment Management Corp. ($6.3M), Janney Montgomery Scott LLC ($6.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WESTWOOD HOLDINGS GROUP INC$45.6M1.6MTrimmed
2LPL Financial LLC$34.0M1.2MAdded
3MORGAN STANLEY$16.1M559,248Added
4North Star Investment Management Corp.$6.3M217,786Added
5Janney Montgomery Scott LLC$6.0M207,936Added
6Chicago Partners Investment Group LLC$5.9M196,857Added
7Rockefeller Capital Management L.P.$5.8M202,455Added
8STIFEL FINANCIAL CORP$4.6M158,829Added
9Miller Global Investments, LLC$3.3M113,986Hold
10Royal Bank of Canada$3.3M113,469Added
11Garden State Investment Advisory Services LLC$2.6M90,325Trimmed
12COMMONWEALTH EQUITY SERVICES, LLC$2.6M88,629Added
13Clear Trail Advisors, LLC$1.8M62,639Added
14Cambridge Investment Research Advisors, Inc.$1.3M44,630Added
15OSAIC HOLDINGS, INC.$1.3M43,351Added
16Wealthcare Advisory Partners LLC$1.2M43,259Added
17OPPENHEIMER & CO INC$832,58228,879Added
18OLD MISSION CAPITAL LLC$754,94226,186New
19Tandem Financial, LLC$729,36825,103Trimmed
20JANE STREET GROUP, LLC$712,70624,721New
21Steward Partners Investment Advisory, LLC$570,02719,772Trimmed
22SHEPHERD KAPLAN KROCHUK, LLC$503,60217,468Trimmed
23SILVER OAK SECURITIES, INCORPORATED$458,74315,912Added
24Tactive Advisors, LLC$359,96912,486Added
25Avidian Wealth Enterprises, LLC$332,84211,545Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30