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Westwd SAT Encd Mdstr in ETF (MDST)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares1,315,536 from 1,179,517
Change+136,019 (+12%)
Value$36.1M (+$2.1M)
Filed 2026-11-06
North Star Investment Management Corp.
INCREASED
Shares301,563 from 217,786
Change+83,777 (+38%)
Value$8.3M (+$2.0M)
Filed 2026-10-27
Chicago Partners Investment Group LLC
INCREASED
Shares283,851 from 196,857
Change+86,994 (+44%)
Value$8.3M (+$2.3M)
Filed 2026-10-27
Miller Global Investments, LLC
DECREASED
Shares113,630 from 113,986
Change-356 (0%)
Value$3.1M (-$168.2K)
Filed 2026-10-02
Commonwealth Equity Services, LLC
INCREASED
Shares90,435 from 88,629
Change+1,806 (+2%)
Value$2.5M (-$73.6K)
Filed 2026-11-02
Clear Trail Advisors, LLC
DECREASED
Shares60,663 from 62,639
Change-1,976 (-3%)
Value$1.7M (-$141.3K)
Filed 2026-10-20
Oppenheimer & Co Inc
INCREASED
Shares55,108 from 28,879
Change+26,229 (+91%)
Value$1.5M (+$679.6K)
Filed 2026-10-26
Wealthcare Advisory Partners LLC
INCREASED
Shares54,779 from 43,259
Change+11,520 (+27%)
Value$1.5M (+$256.0K)
Filed 2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares53,129 from 44,630
Change+8,499 (+19%)
Value$1.5K (-$1.3M)
Filed 2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED
Shares11,886 from 11,545
Change+341 (+3%)
Value$326.2K (-$6.7K)
Filed 2026-10-08
Parallel Advisors, LLC
UNCHANGED
Shares5,600 from 5,600
Change0 (0%)
Value$153.7K (-$7.8K)
Filed 2026-11-03
Chilton Capital Management LLC
UNCHANGED
Shares2,000 from 2,000
Change0 (0%)
Value$54.9K (-$2.8K)
Filed 2026-10-28
Private Trust Co NA
INCREASED
Shares831 from 726
Change+105 (+14%)
Value$22.8K (+$1.9K)
Filed 2026-10-20
Allworth Financial LP
UNCHANGED
Shares462 from 462
Change0 (0%)
Value$13.3K ($0)
Filed 2026-11-06
Simplex Trading, LLC
INCREASED
Shares62 from 10
Change+52 (+520%)
Value$1.7K (+$1.4K)
Filed 2026-11-04
Tactive Advisors, LLC
CLOSED
Shares0 from 12,486
Change-12,486 (-100%)
Value$0 (-$360.0K)
Filed 2026-10-08
Key FInancial Inc
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$4.3K)
Filed 2026-11-02
Westwood Holdings Group Inc
N/A
Shares— from 1,581,549
Change-1,581,549 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 559,248
Change-559,248 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 207,936
Change-207,936 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 202,455
Change-202,455 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 158,829
Change-158,829 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 113,469
Change-113,469 (-100%)
Value—
Garden State Investment Advisory Services LLC
N/A
Shares— from 90,325
Change-90,325 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 43,351
Change-43,351 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 26,186
Change-26,186 (-100%)
Value—
Tandem Financial, LLC
N/A
Shares— from 25,103
Change-25,103 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 24,721
Change-24,721 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 19,772
Change-19,772 (-100%)
Value—
Shepherd Kaplan Krochuk, LLC
N/A
Shares— from 17,468
Change-17,468 (-100%)
Value—
Silver OAK Securities, Incorporated
N/A
Shares— from 15,912
Change-15,912 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,535
Change-9,535 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 8,800
Change-8,800 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 7,009
Change-7,009 (-100%)
Value—
Founders Financial Alliance, LLC
N/A
Shares— from 5,656
Change-5,656 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 500
Change-500 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 462
Change-462 (-100%)
Value—
Status
LPL Financial LLC
INCREASED1,315,5361,179,517+136,019+12%$34.0M$36.1M+$2.1M2026-11-06
North Star Investment Management Corp.
INCREASED301,563217,786+83,777+38%$6.3M$8.3M+$2.0M2026-10-27
Chicago Partners Investment Group LLC
INCREASED283,851196,857+86,994+44%$5.9M$8.3M+$2.3M2026-10-27
Miller Global Investments, LLC
DECREASED113,630113,986-3560%$3.3M$3.1M-$168.2K2026-10-02
Commonwealth Equity Services, LLC
INCREASED90,43588,629+1,806+2%$2.6M$2.5M-$73.6K2026-11-02
Clear Trail Advisors, LLC
DECREASED60,66362,639-1,976-3%$1.8M$1.7M-$141.3K2026-10-20
Oppenheimer & Co Inc
INCREASED55,10828,879+26,229+91%$832.6K$1.5M+$679.6K2026-10-26
Wealthcare Advisory Partners LLC
INCREASED54,77943,259+11,520+27%$1.2M$1.5M+$256.0K2026-10-21
Cambridge Investment Research Advisors, Inc.
INCREASED53,12944,630+8,499+19%$1.3M$1.5K-$1.3M2026-11-02
Avidian Wealth Enterprises, LLC
INCREASED11,88611,545+341+3%$332.8K$326.2K-$6.7K2026-10-08
Parallel Advisors, LLC
UNCHANGED5,6005,60000%$161.4K$153.7K-$7.8K2026-11-03
Chilton Capital Management LLC
UNCHANGED2,0002,00000%$57.7K$54.9K-$2.8K2026-10-28
Private Trust Co NA
INCREASED831726+105+14%$20.9K$22.8K+$1.9K2026-10-20
Allworth Financial LP
UNCHANGED46246200%$13.3K$13.3K$02026-11-06
Simplex Trading, LLC
INCREASED6210+52+520%$288$1.7K+$1.4K2026-11-04
Tactive Advisors, LLC
CLOSED012,486-12,486-100%$360.0K$0-$360.0K2026-10-08
Key FInancial Inc
CLOSED0150-150-100%$4.3K$0-$4.3K2026-11-02
Westwood Holdings Group Inc
N/A—1,581,549-1,581,549-100%$45.6M———
Morgan Stanley
N/A—559,248-559,248-100%$16.1M———
Janney Montgomery Scott LLC
N/A—207,936-207,936-100%$6.0M———
Rockefeller Capital Management L.P.
N/A—202,455-202,455-100%$5.8M———
Stifel Financial Corp
N/A—158,829-158,829-100%$4.6M———
Royal Bank of Canada
N/A—113,469-113,469-100%$3.3M———
Garden State Investment Advisory Services LLC
N/A—90,325-90,325-100%$2.6M———
Osaic Holdings, Inc.
N/A—43,351-43,351-100%$1.3M———
Old Mission Capital LLC
N/A—26,186-26,186-100%$754.9K———
Tandem Financial, LLC
N/A—25,103-25,103-100%$729.4K———
Jane Street Group, LLC
N/A—24,721-24,721-100%$712.7K———
Steward Partners Investment Advisory, LLC
N/A—19,772-19,772-100%$570.0K———
Shepherd Kaplan Krochuk, LLC
N/A—17,468-17,468-100%$503.6K———
Silver OAK Securities, Incorporated
N/A—15,912-15,912-100%$458.7K———
Envestnet Asset Management Inc
N/A—9,535-9,535-100%$274.9K———
Beacon Pointe Advisors, LLC
N/A—8,800-8,800-100%$253.7K———
Equitable Holdings, Inc.
N/A—7,009-7,009-100%$202.1K———
Founders Financial Alliance, LLC
N/A—5,656-5,656-100%$163.1K———
Bessemer Group Inc
N/A—500-500-100%$14———
JPMorgan Chase & Co
N/A—462-462-100%$13.4K———
Showing 37 of 37 institutions