ULTIMUS MANAGERS TR

MDST (ULTIMUS MANAGERS TR) is held by 12 institutional investors as of Q1 2026. Largest holders: WESTWOOD HOLDINGS GROUP INC ($45.4M), LPL Financial LLC ($31.5M), Rockefeller Capital Management L.P. ($5.4M). Net institutional sentiment: Bullish.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (12)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WESTWOOD HOLDINGS GROUP INC	Increased	1.6M(+0.6%)	$45.4M	0.3%	+34.65%	35
LPL Financial LLC	Increased	1.1M(+7.8%)	$31.5M	0.0%	+12.05%	31
Rockefeller Capital Management L.P.	Increased	188,452(+100.4%)	$5.4M	0.0%	+6.52%	44
STIFEL FINANCIAL CORP	Increased	137,929(+19.8%)	$3.9M	0.0%	+13.41%	32
MORGAN STANLEY	New	87,881	$2.5M	0.0%	+1.81%	36
ROYAL BANK OF CANADA	Increased	87,802(+7.2%)	$2.5M	0.0%	+12.17%	28
COMMONWEALTH EQUITY SERVICES, LLC	Increased	65,602(+363.0%)	$1.9M	0.0%	+3.80%	42
OSAIC HOLDINGS, INC.	Decreased	23,242(-6.8%)	$664,908	0.0%	+13.90%	0
Steward Partners Investment Advisory, LLC	Decreased	20,516(-3.4%)	$586,758	0.0%	+16.97%	0
ENVESTNET ASSET MANAGEMENT INC	New	9,931	$284,027	0.0%	+1.81%	32
UBS Group AG	New	757	$21,650	0.0%	+1.81%	29
AE Wealth Management LLC	New	159	$4,547	0.0%	+1.81%	23
JANE STREET GROUP, LLC	Exited	0(-100.0%)	$1.1M	0.0%	+11.80%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer