ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) Institutional Ownership

CUSIP: 90386K589

13F Institutional Holders and Ownership History from Q2 2024 to Q4 2025

Type / Class
Equity / WESTWOOD SALIENT
Symbol
MDST
Price per share
$28.52
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
3,529,078
Total reported value
$93,239,934
% of total 13F portfolios
0%
Share change
+426,979
Value change
+$11,275,487
Number of holders
25
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Investment Quick Answers

What is CUSIP 90386K589?
CUSIP 90386K589 identifies MDST - ULTIMUS MANAGERS TR - WESTWOOD SALIENT in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

As of 31 Dec 2025, 25 institutional investors reported holding 3,529,078 shares of ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST).

Institutional Holders of ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 3,529,078 $93,239,934 +$11,275,487 $26.42 25
2025 Q3 2,961,697 $79,107,326 +$27,677,872 $26.71 22
2025 Q2 1,925,153 $52,152,317 +$3,088,402 $27.09 12
2025 Q1 1,810,684 $50,373,510 -$436,661 $27.82 8
2024 Q4 1,827,025 $49,841,174 +$4,544,698 $27.28 8
2024 Q3 1,660,428 $42,688,939 +$2,542,476 $25.71 4
2024 Q2 1,561,539 $39,463,995 +$39,463,995 $25.27 3