ULTIMUS MANAGERS TR

MDST (ULTIMUS MANAGERS TR) is held by 16 institutional investors as of Q2 2026. Largest holders: WESTWOOD HOLDINGS GROUP INC ($45.6M), LPL Financial LLC ($34M), MORGAN STANLEY ($16.1M). Net institutional sentiment: Bullish.

16

Holders

(2 Elite)

$115.3M

Total Value

72% (18)

Consensus

13 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

MD

Smart Money Verdict

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Institutional (13F)53

Insider (Form 4)78

Activist (13D/13G)60

Congressional (STOCK Act)25

Holder Quality

49

★★★★★

Elite

61

★★★★

Strong

57

★★★

Solid

15

★★

Below

14

★

Weak

Held by 16 funds

2 elite

Who's Trading

Source dates: Price Oct 12, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MDST.

Top Holders

Top Holders (16)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WESTWOOD HOLDINGS GROUP INC	Decreased	1.6M(-0.3%)	$45.6M	0.3%	+38.81%	0
LPL Financial LLC	Increased	1.2M(+7.0%)	$34M	0.0%	+14.40%	31
MORGAN STANLEY	Increased	559,248(+536.4%)	$16.1M	0.0%	+0.96%	45
Rockefeller Capital Management L.P.	Increased	202,455(+7.4%)	$5.8M	0.0%	+8.75%	29
STIFEL FINANCIAL CORP	Increased	158,829(+15.2%)	$4.6M	0.0%	+14.77%	31
ROYAL BANK OF CANADA	Increased	113,469(+29.2%)	$3.3M	0.0%	+11.86%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	88,629(+35.1%)	$2.6M	0.0%	+4.56%	34
OSAIC HOLDINGS, INC.	Increased	43,351(+86.5%)	$1.3M	0.0%	+8.81%	39
JANE STREET GROUP, LLC	New	24,721	$712,706	0.0%	+0.47%	34
Steward Partners Investment Advisory, LLC	Decreased	19,772(-3.6%)	$570,027	0.0%	+21.58%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	9,535(-4.0%)	$274,894	0.0%	+3.66%	0
Beacon Pointe Advisors, LLC	New	8,800	$253,704	0.0%	+0.47%	32
Equitable Holdings, Inc.	New	7,009	$202,079	0.0%	+0.47%	32
JPMORGAN CHASE & CO	New	462	$13,375	0.0%	+0.47%	27
Allworth Financial LP	New	462	$13,320	0.0%	+0.47%	25
SIMPLEX TRADING, LLC	New	10	$288	0.0%	+0.47%	17
AE Wealth Management LLC	Exited	0(-100.0%)	$4,547	0.0%	+3.17%	0
UBS Group AG	Exited	0(-100.0%)	$21,650	0.0%	+3.17%	0

MDMDSTULTIMUS MANAGERS TR

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer