Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / WESTWOOD SALIENT
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Number of holders
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12
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Total 13F shares, excl. options
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1.93M
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Shares change
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+114K
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Total reported value, excl. options
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$52.2M
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Value change
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+$3.09M
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Number of buys
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9
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Number of sells
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-3
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Price
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$27.09
Significant Holders of ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) as of Q2 2025
13 filings reported holding MDST - ULTIMUS MANAGERS TR - WESTWOOD SALIENT as of Q2 2025.
ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.93M shares
.
Largest 10 shareholders include WESTWOOD HOLDINGS GROUP INC (1.6M shares), Janney Montgomery Scott LLC (93.9K shares), STIFEL FINANCIAL CORP (76.9K shares), Steward Partners Investment Advisory, LLC (60K shares), LPL Financial LLC (22.8K shares), JANE STREET GROUP, LLC (22.3K shares), CITADEL ADVISORS LLC (19.4K shares), OSAIC HOLDINGS, INC. (16.1K shares), Avidian Wealth Enterprises, LLC (7.82K shares), and Royal Bank of Canada (4.3K shares).
This table shows the top 12 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.