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.
12
Holders
Avg rating(4 Elite)
$94.7M
Total Value
77% (13)
Fund Consensus
10 buying - 3 selling
MDSmart Money Verdict
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See how MDST's score breaks down across 4 SEC sources
Held by 12 funds
4 elite
No recent insider, activist, or congressional trades found for this stock
13F: Insider & Congress:
Fund | Action | Shares | Value | Weight | Est. P&L | Conviction |
|---|---|---|---|---|---|---|
Increased | 1.6M(+0.6%) | $45.4M | 0.3% | +37.51% | 35 | |
Increased | 1.1M(+7.8%) | $31.5M | 0.0% | +14.42% | 31 | |
Increased | 188,452(+100.4%) | $5.4M | 0.0% | +8.78% | 44 | |
Increased | 137,929(+19.8%) | $3.9M | 0.0% | +15.81% | 32 | |
New | 87,881 | $2.5M | 0.0% | +3.97% | 36 | |
Increased | 87,802(+7.2%) | $2.5M | 0.0% | +14.55% | 28 | |
Increased | 65,602(+363.0%) | $1.9M | 0.0% | +6.00% | 42 | |
Decreased | 23,242(-6.8%) | $664,908 | 0.0% | +16.31% | 0 | |
Decreased | 20,516(-3.4%) | $586,758 | 0.0% | +19.46% | 0 | |
New | 9,931 | $284,027 | 0.0% | +3.97% | 32 | |
New | 757 | $21,650 | 0.0% | +3.97% | 29 | |
New | 159 | $4,547 | 0.0% | +3.97% | 23 | |
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