Madison SHRT TRM STR Inc. ETFMSTIETF
13F holders, Q1 2026 (March 31)4holders −1
1new positions
2sold out
$20.37avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Madison SHRT TRM STR Inc. ETF (MSTI) in their 13F filings, down 1 from Q4 2025. 1 opened new positions and 2 sold out. The largest holders were Madison Asset Management, LLC ($51.1M), ZEGA Investments, LLC ($1.3M) and Centric Wealth Management ($1.0M).
- Company
- Madison SHRT TRM STR Inc. ETF
- CUSIP
- 557441201
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.3M |
| Exits | 2 | $2.8M |
All 13F filers, Q4 2025 → Q1 2026: 64,317 shares bought and 448,425 shares sold, net −384,108 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Madison Asset Management, LLC | 0.63% | Reduce -11.0% | 2,510,249 | $51.1M |
| ZEGA Investments, LLC | 0.24% | New | 62,990 | $1.3M |
| Centric Wealth Management | 0.21% | Add +2.6% | 51,599 | $1.0M |
| Royal Bank of Canada | 0.00% | No change | 7,317 | $149K |
"% 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.