MDST ULTIMUS MANAGERS TR: institutional ownership and insider trading
37 funds reported holding $148M of ULTIMUS MANAGERS TR in their latest 13F filings; in Q2 2026 funds net bought $26.8M, with 9 new positions and 2 funds selling out.
Largest institutional holders of MDST
- WESTWOOD HOLDINGS GROUP INC (WHG) — $45.6M
- LPL Financial LLC — $34.0M
- MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) — $16.1M
- North Star Investment Management Corp. — $6.28M
- Janney Montgomery Scott LLC — $6.00M
- Chicago Partners Investment Group LLC — $5.94M
- Rockefeller Capital Management L.P. — $5.84M
- STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) — $4.58M
- ROYAL BANK OF CANADA (RY, RBMCF, RYLBF, RYPBF) — $3.27M
- Miller Global Investments, LLC — $3.12M