Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / WESTWOOD SALIENT
-
Total 13F shares
-
3,529,078
-
Share change
-
+426,979
-
Total reported value
-
$93,239,934
-
Price per share
-
$26.42
-
Number of holders
-
25
-
Value change
-
+$11,275,487
-
Number of buys
-
16
-
Number of sells
-
10
Institutional Holders of ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) as of Q4 2025
As of 31 Dec 2025,
ULTIMUS MANAGERS TR - WESTWOOD SALIENT (MDST) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,529,078 shares.
The largest 10 holders included
WESTWOOD HOLDINGS GROUP INC, LPL Financial LLC, Janney Montgomery Scott LLC, STIFEL FINANCIAL CORP, Miller Global Investments, LLC, Rockefeller Capital Management L.P., ROYAL BANK OF CANADA, North Star Investment Management Corp., JANE STREET GROUP, LLC, and Cambridge Investment Research Advisors, Inc..
This page lists
25
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.