Q3 2025 13F Holders as of 9/30/2025
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Type / Class
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Equity / WESTWOOD SALIENT
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Number of holders
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2
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Total 13F shares, excl. options
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12.3K
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Shares change
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+12.3K
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Total reported value, excl. options
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$328K
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Value change
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+$328K
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Number of buys
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2
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Price
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$26.71
Significant Holders of ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) as of Q3 2025
2 filings reported holding MDST - ULTIMUS MANAGERS TR - WESTWOOD SALIENT as of Q3 2025.
ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 12.3K shares
.
Largest 2 shareholders include Tactive Advisors, LLC (11.8K shares) and PRIVATE TRUST CO NA (492 shares).
This table shows the top 2 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.