At the end of Q3 2025, 22 institutions reported holding Westwd Sat Encd Mdstr in ETF (MDST) in their 13F filings, up 10 from Q2 2025. 12 opened new positions and 2 sold out. The largest holders were Westwood Holdings Group Inc. ($42.7M), LPL Financial LLC ($22.6M) and Janney Montgomery Scott LLC ($3.5M).
Company
Westwd Sat Encd Mdstr in ETF
Filed as
ULTIMUS MANAGERS TR (Q3 2025)
CUSIP
90386K589
Latest filing quarter
Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
Institutions
Total Value
New Positions
12
$2.8M
Exits
2
$547K
All 13F filers, Q2 2025 → Q3 2025: 1,084,460 shares bought and 47,916 shares sold, net +1,036,544 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.