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MDST ULTIMUS MANAGERS TR

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WEST SA MIDS ETF (fund)

31 managers (31 13F filers) reported a position in MDST shares at 2026-03-31, 4,198,651 shares in all. 8 filers opened a position and 2 filers sold out during the quarter.

Managers
31
13F filers
31
New
8
Added
13
Reduced
6
Sold out
2
Shares held by filers
4,198,651

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC1,586,819$45.4M0.33%+10,07013F-HRTimelineGroup
LPL Financial LLC1,102,301$31.5M0.01%+79,43713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…188,452$5.39M0.01%+94,39913F-HRTimelineGroup
Janney Montgomery Scott LLC173,237$4.96M0.01%-99913F-HRTimeline
North Star Investment Management Corp.169,686$4.85M0.29%+97,92213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP137,929$3.94M<0.01%+22,81813F-HRTimelineGroup
Miller Global Investments, LLC113,986$3.26M2.99%-41513F-HRTimeline
Garden State Investment Advisory Servic…99,000$2.83M0.68%new13F-HRTimeline
Chicago Partners Investment Group LLC97,716$2.74M0.06%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY87,881$2.51M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87,802$2.51M<0.01%+5,92013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC65,602$1.88M<0.01%+51,43413F-HRTimeline
Clear Trail Advisors, LLC59,656$1.71M0.28%+33,65513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …30,424$870K0.02%+7,41013F-HRTimelineGroup
Cambridge Investment Research Advisors,…29,053$831K<0.01%+1,86813F-HRTimeline
Tandem Financial, LLC25,593$738K0.25%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,242$665K<0.01%-1,69413F-HRTimelineGroup
Steward Partners Investment Advisory, L…20,516$587K<0.01%-71713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,656$562K0.01%-1,19013F-HRTimelineGroup
SHEPHERD KAPLAN KROCHUK, LLCin group SHEPHERD KAPLAN KROCHUK, LLC18,546$530K0.45%+8,34013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,668$420K0.03%-52713F-HRTimeline
Avidian Wealth Enterprises, LLC12,137$347K0.01%+4,51213F-HRTimeline
Tactive Advisors, LLC11,454$328K0.09%+32013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,931$284K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC5,656$162K0.03%013F-HRTimeline
Parallel Advisors, LLC5,600$160K<0.01%013F-HR/ATimeline
UBS Group AGin group UBS Group AG757$21.6K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA492$14.1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC500$14K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.200$5.72K<0.01%new13F-HRTimeline
AE Wealth Management LLC159$4.55K<0.01%new13F-HRTimeline