Madison SHRT TRM STR Inc. ETFMSTIETF

13F holders, Q4 2024 (December 31)
8holders +2
1new positions
0sold out
1famous investor
$20.35avg. 13F price*

At the end of Q4 2024, 8 institutions reported holding Madison SHRT TRM STR Inc. ETF (MSTI) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Madison Asset Management, LLC ($63.0M), Madison Investment Advisors, LLC ($63.0M) and Tidal Investments LLC ($2.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Madison SHRT TRM STR Inc. ETF
CUSIP
557441201
Latest filing quarter
Q2 2026

History

Number of 13F holders

02468 Q1 2024: 3Q1 2024Q2 2024: 5Q2 2024Q3 2024: 6Q3 2024Q4 2024: 8Q4 2024Q1 2025: 7Q1 2025Q2 2025: 6Q2 2025Q3 2025: 6Q3 2025Q4 2025: 5Q4 2025Q1 2026: 4Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$249K
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 155,458 shares bought and 3 shares sold, net +155,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 8 holders

Madison Asset Management, LLC 0.71% Add +4.2% 3,096,207 $63.0M
Madison Investment Advisors, LLC 0.71% — 3,096,207 $63.0M
Tidal Investments LLC 0.02% Add +16.8% 104,654 $2.1M
Centric Wealth Management 0.26% Add +8.2% 46,910 $955K
Citadel Advisors 0.00% Add +4.5% 22,019 $448K
Jane Street Group, LLC 0.00% New 12,257 $249K
Royal Bank of Canada 0.00% No change 8,039 $164K
UBS Group AG 0.00% Reduce -12.0% 22 $448

"% of holder's portfolio" is MSTI's weight in each manager's 13F, not the share of Madison SHRT TRM STR Inc. ETF the manager owns.