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Westwd SAT Encd Mdstr in ETF (MDST)

CUSIP: 90386K589 | NYSE | 46 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

North Star Investment Management Corp.301,563
0.4% of portfolio›$8.3M
Chicago Partners Investment Group LLC283,851
0.2% of portfolio›$8.3M
Miller Global Investments, LLC113,630
2.5% of portfolio›$3.1M
Commonwealth Equity Services, LLC90,435
0.0% of portfolio›$2.5M
Clear Trail Advisors, LLC60,663
0.3% of portfolio›$1.7M
Oppenheimer & Co Inc55,108
0.0% of portfolio›$1.5M
Wealthcare Advisory Partners LLC54,779
0.0% of portfolio›$1.5M
Cambridge Investment Research Advisors, Inc.53,129
0.0% of portfolio›$1.5K
Avidian Wealth Enterprises, LLC11,886
0.0% of portfolio›$326.2K
Parallel Advisors, LLC5,600
0.0% of portfolio›$153.7K
Chilton Capital Management LLC2,000
0.0% of portfolio›$54.9K
Private Trust Co NA831
0.0% of portfolio›$22.8K
Simplex Trading, LLC62
0.0% of portfolio›$1.7K
StyleTurnoverLocationFiled
North Star Investment Management Corp.
301,563$8.3M0.4%CoreLowChicago, IL2026-10-27
Chicago Partners Investment Group LLC
283,851$8.3M0.2%GARPLowChicago, IL2026-10-27
Miller Global Investments, LLC
113,630$3.1M2.5%ValueMediumDallas, TX2026-10-02
Commonwealth Equity Services, LLC
90,435$2.5M0.0%ETFLowWaltham, MA2026-11-02
Clear Trail Advisors, LLC
60,663$1.7M0.3%CoreLowHouston, TX2026-10-20
Oppenheimer & Co Inc
55,108$1.5M0.0%CoreLowNew York, NY2026-10-26
Wealthcare Advisory Partners LLC
54,779$1.5M0.0%ETFLowWest Chester, PA2026-10-21
Cambridge Investment Research Advisors, Inc.
53,129$1.5K0.0%ETFLowFairfield, IA2026-11-02
Avidian Wealth Enterprises, LLC
11,886$326.2K0.0%ETFLowHouston, TX2026-10-08
Parallel Advisors, LLC
5,600$153.7K0.0%IndexLowSan Francisco, CA2026-11-03
Chilton Capital Management LLC
2,000$54.9K0.0%GrowthMediumHouston, TX2026-10-28
Private Trust Co NA
831$22.8K0.0%CoreLowCleveland, OH2026-10-20
Simplex Trading, LLC
62$1.7K0.0%CoreVery HighChicago, IL2026-11-04