MDST — Ultimus Managers Tr Institutional Holders · Q3 2026
Who owns Ultimus Managers Tr (MDST)? 3 institutions reported holding $3.44M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Miller Global Investments, LLC ($3.1M), Avidian Wealth Enterprises, LLC ($326,152), Tactive Advisors, LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Miller Global Investments, LLC | $3.1M | 113,630 | Trimmed |
| 2 | Avidian Wealth Enterprises, LLC | $326,152 | 11,886 | Added |
| 3 | Tactive Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30