WESTWD SAT ENCD MDSTR IN ETF (MDST) Institutional Shareholders
WESTWD SAT ENCD MDSTR IN ETF (MDST) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026. The institutional investors covered on this page collectively reported approximately $146.64M in MDST holdings during the latest filing period.
Westwood Holdings Group Inc is currently the largest disclosed institutional shareholder of MDST tracked by InsiderSet, reporting ownership valued at approximately $45.60M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.19M, representing an estimated loss of -3.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 89% of the total disclosed MDST value among the investors covered in this analysis. Major shareholders include Westwood Holdings Group Inc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in WESTWD SAT ENCD MDSTR IN ETF (MDST).
This page ranks the largest institutional MDST shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
38
Total Reported Value
$146.64M
Largest Holder
Westwood Holdings Group Inc
Largest Position
$45.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Westwood Holdings Group Inc | 0.34% | 1,581,549 | $45,596,057 | $44,188,479 | -$1,407,578 | -3.09% | |
| Lpl Financial Llc | 0.01% | 1,179,517 | $34,005,473 | $32,955,705 | -$1,049,768 | -3.09% | |
| Morgan Stanley | 0.00% | 559,248 | $16,123,120 | $15,625,389 | -$497,731 | -3.09% | |
| North Star Investment Management Corp. | 0.34% | 217,786 | $6,278,761 | $6,084,941 | -$193,820 | -3.09% | |
| Janney Montgomery Scott Llc | 0.01% | 207,936 | $5,995,000 | $5,809,732 | -$185,268 | -3.09% | |
| Chicago Partners Investment Group Llc | 0.12% | 196,857 | $5,935,253 | $5,500,185 | -$435,068 | -7.33% | |
| Rockefeller Capital Management L.P. | 0.01% | 202,455 | $5,836,789 | $5,656,593 | -$180,196 | -3.09% | |
| Stifel Financial Corp | 0.00% | 158,829 | $4,579,045 | $4,437,682 | -$141,363 | -3.09% | |
| Royal Bank Of Canada | 0.00% | 113,469 | $3,271,000 | $3,170,324 | -$100,676 | -3.08% | |
| Miller Global Investments, Llc | 2.51% | 113,630 | $3,118,007 | $3,174,822 | +$56,815 | +1.82% | |
| Garden State Investment Advisory Services Llc | 0.51% | 90,325 | $2,604,077 | $2,523,681 | -$80,397 | -3.09% | |
| Commonwealth Equity Services, Llc | 0.00% | 88,629 | $2,555,170 | $2,476,294 | -$78,876 | -3.09% | |
| Clear Trail Advisors, Llc | 0.28% | 62,639 | $1,805,875 | $1,750,134 | -$55,741 | -3.09% | |
| Osaic Holdings, Inc. | 0.00% | 43,351 | $1,250,130 | $1,211,227 | -$38,903 | -3.11% | |
| Wealthcare Advisory Partners Llc | 0.02% | 43,259 | $1,247,160 | $1,208,656 | -$38,504 | -3.09% | |
| Oppenheimer & Co Inc | 0.01% | 28,879 | $832,582 | $806,879 | -$25,703 | -3.09% | |
| Old Mission Capital Llc | 0.02% | 26,186 | $754,942 | $731,637 | -$23,305 | -3.09% | |
| Tandem Financial, Llc | 0.23% | 25,103 | $729,368 | $701,378 | -$27,990 | -3.84% | |
| Jane Street Group, Llc | 0.00% | 24,721 | $712,706 | $690,705 | -$22,001 | -3.09% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 19,772 | $570,027 | $552,430 | -$17,597 | -3.09% | |
| Shepherd Kaplan Krochuk, Llc | 0.40% | 17,468 | $503,602 | $488,056 | -$15,546 | -3.09% | |
| Silver Oak Securities, Incorporated | 0.03% | 15,912 | $458,743 | $444,581 | -$14,162 | -3.09% | |
| Tactive Advisors, Llc | 0.09% | 12,486 | $359,969 | $348,859 | -$11,110 | -3.09% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 11,545 | $332,842 | $322,567 | -$10,275 | -3.09% | |
| Envestnet Asset Management Inc | 0.00% | 9,535 | $274,894 | $266,408 | -$8,486 | -3.09% | |
| Beacon Pointe Advisors, Llc | 0.00% | 8,800 | $253,704 | $245,872 | -$7,832 | -3.09% | |
| Equitable Holdings, Inc. | 0.00% | 7,009 | $202,079 | $195,831 | -$6,248 | -3.09% | |
| Founders Financial Alliance, Llc | 0.02% | 5,656 | $163,062 | $158,029 | -$5,033 | -3.09% | |
| Parallel Advisors, Llc | 0.00% | 5,600 | $161,448 | $156,464 | -$4,984 | -3.09% | |
| Chilton Capital Management Llc | 0.00% | 2,000 | $57,660 | $55,880 | -$1,780 | -3.09% | |
| Private Trust Co Na | 0.00% | 726 | $20,931 | $20,284 | -$647 | -3.09% | |
| Bessemer Group Inc | 0.00% | 500 | $14,000 | $13,970 | -$30 | -0.21% | |
| Jpmorgan Chase & Co | 0.00% | 462 | $13,375 | $12,908 | -$467 | -3.49% | |
| Allworth Financial Lp | 0.00% | 462 | $13,320 | $12,908 | -$412 | -3.09% | |
| Sunbelt Securities, Inc. | 0.00% | 200 | $5,720 | $5,588 | -$132 | -2.31% | |
| Key Financial Inc | 0.00% | 150 | $4,324 | $4,191 | -$133 | -3.08% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 44,630 | $1,287 | $1,246,962 | +$1,245,675 | +96789.06% | |
| Simplex Trading, Llc | 0.00% | 10 | $288 | $279 | -$9 | -2.99% |
Frequently asked questions about MDST
Who are the largest institutional holders of MDST?
The largest institutional holders of MDST reported in the latest SEC Form 13F filings include Westwood Holdings Group Inc, Lpl Financial Llc, Morgan Stanley, North Star Investment Management Corp., and Janney Montgomery Scott Llc. InsiderSet ranks institutional holders by their latest reported MDST position.
What is MDST institutional ownership?
This page tracks MDST positions reported by institutional investment managers through SEC Form 13F. WESTWD SAT ENCD MDSTR IN ETF (MDST) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MDST?
InsiderSet currently tracks 38 institutional managers reporting MDST holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MDST shareholders.
How much MDST stock do institutions own?
Institutional investment managers disclosed approximately $146.64M in MDST holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MDST institutional ownership last updated?
The latest MDST institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MDST holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MDST position after the reporting date.
Are institutions buying or selling MDST?
Institutional buying and selling can be analyzed by comparing MDST positions across consecutive 13F reporting periods. InsiderSet's MDST Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MDST ownership changes.
How has MDST institutional ownership changed over time?
InsiderSet tracks MDST institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.