ULTIMUS MANAGERS TR

MDST (ULTIMUS MANAGERS TR) is held by 15 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.

15

Holders

(3 Elite)

$114.9M

Total Value

71% (17)

Consensus

12 buying - 5 selling

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

MD

Smart Money Verdict

View all

Loading verdict

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 15 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (15)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WESTWOOD HOLDINGS GROUP INC	Decreased	1.6M(-0.3%)	$45.6M	0.3%	+44.27%	0
LPL Financial LLC	Increased	1.2M(+7.0%)	$34M	0.0%	+18.90%	31
MORGAN STANLEY	Increased	559,248(+536.4%)	$16.1M	0.0%	+4.93%	45
Rockefeller Capital Management L.P.	Increased	202,455(+7.4%)	$5.8M	0.0%	+13.03%	29
STIFEL FINANCIAL CORP	Increased	158,829(+15.2%)	$4.6M	0.0%	+19.29%	31
ROYAL BANK OF CANADA	Increased	113,469(+29.2%)	$3.3M	0.0%	+16.26%	33
COMMONWEALTH EQUITY SERVICES, LLC	Increased	88,629(+35.1%)	$2.6M	0.0%	+8.68%	34
OSAIC HOLDINGS, INC.	Increased	43,351(+86.5%)	$1.3M	0.0%	+13.09%	39
JANE STREET GROUP, LLC	New	24,721	$712,706	0.0%	+4.43%	34
Steward Partners Investment Advisory, LLC	Decreased	19,772(-3.6%)	$570,027	0.0%	+26.36%	0
ENVESTNET ASSET MANAGEMENT INC	Decreased	9,535(-4.0%)	$274,894	0.0%	+7.74%	0
MGMERCER GLOBAL ADVISORS INC /ADV	New	3,769	$108,660	0.0%	+4.43%	30
JPMORGAN CHASE & CO	New	462	$13,375	0.0%	+4.43%	27
Allworth Financial LP	New	462	$13,320	0.0%	+4.43%	25
SIMPLEX TRADING, LLC	New	10	$288	0.0%	+4.43%	17
UBS Group AG	Exited	0(-100.0%)	$21,650	0.0%	+3.17%	0
AE Wealth Management LLC	Exited	0(-100.0%)	$4,547	0.0%	+3.17%	0

MDMDSTULTIMUS MANAGERS TR

1M3M6M1Y3Y5Y

Continue exploring

Smart money flow

Track where institutional capital is flowing

Discover new institutional entries

Fresh positions initiated this quarter

Check sector trends

Capital flows across GICS sectors

Other Unknown stocks held by institutions

FISVFISERV INC

324 holders · $20.7B

SPYSTATE STREET SPDR S&P 500 ETF TRUST CL USD INC

286 holders · $340.8B

IVVISHARES CORE S&P 500 ETF

252 holders · $559.6B

QQQINVESCO QQQ TRUST SERIES 1 CL USD INC

237 holders · $121.6B

IWMISHARES RUSSELL 2000 ETF ETF

235 holders · $66.3B

VOOVANGUARD S&P 500 ETF

235 holders · $261.4B

GLDSPDR GOLD TRUST

228 holders · $32.8B

XLFFINANCIAL SELECT SECTOR SPDR

217 holders · $31.4B

XLEENERGY SELECT SECTOR SPDR

216 holders · $17.1B

EFAISHARES MSCI EAFE ETF CL USD INC

214 holders · $46.9B

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