29 tracked 13F filers disclose a position in MDST as of the latest SEC 13F filings, a combined $112.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | $45.4M | 1.6M | ▲+0.6% Added · +10K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $31.5M | 1.1M | ▲+7.8% Added · +79K sh | Q1 2026 | |
| 3 | Chicago Partners Investment Group LLC | $5.9M | 197K | ▲+101% Added · +99K sh | Q2 2026 | |
| 4 | Rockefeller Capital Management L.P. | $5.4M | 188K | ▲+100% Added · +94K sh | Q1 2026 | |
| 5 | STIFEL FINANCIAL CORP | $3.9M | 138K | ▲+20% Added · +23K sh | Q1 2026 | |
| 6 | Miller Global Investments, LLC | $3.3M | 114K | —Held | Q2 2026 | |
| 7 | Garden State Investment Advisory Services LLC | $2.6M | 90K | ▼−8.8% Reduced · −9K sh | Q2 2026 | |
| 8 | MORGAN STANLEY | $2.5M | 88K | ▲New +88K sh | Q1 2026 | |
| 9 | ROYAL BANK OF CANADA | $2.5M | 88K | ▲+7.2% Added · +6K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $1.9M | 66K | ▲+363% Added · +51K sh | Q1 2026 | |
| 11 | Clear Trail Advisors, LLC | $1.8M | 63K | ▲+5.0% Added · +3K sh | Q2 2026 | |
| 12 | Wealthcare Advisory Partners LLC | $1.2M | 43K | ▲+42% Added · +13K sh | Q2 2026 | |
| 13 | OPPENHEIMER & CO INC | $833K | 29K | ▲+47% Added · +9K sh | Q2 2026 | |
| 14 | OSAIC HOLDINGS, INC. | $665K | 23K | ▼−6.8% Reduced · −2K sh | Q1 2026 | |
| 15 | Steward Partners Investment Advisory, LLC | $570K | 20K | ▼−3.6% Reduced · −744 sh | Q2 2026 | |
| 16 | SHEPHERD KAPLAN KROCHUK, LLC | $530K | 19K | ▲+82% Added · +8K sh | Q1 2026 | |
| 17 | SILVER OAK SECURITIES, INCORPORATED | $459K | 16K | ▲+8.5% Added · +1K sh | Q2 2026 | |
| 18 | Tactive Advisors, LLC | $360K | 12K | ▲+9.0% Added · +1K sh | Q2 2026 | |
| 19 | Avidian Wealth Enterprises, LLC | $333K | 12K | ▼−4.9% Reduced · −592 sh | Q2 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $284K | 10K | ▲New +10K sh | Q1 2026 | |
| 21 | Beacon Pointe Advisors, LLC | $254K | 9K | ▲New +9K sh | Q2 2026 | |
| 22 | Equitable Holdings, Inc. | $202K | 7K | ▲New +7K sh | Q2 2026 | |
| 23 | Founders Financial Alliance, LLC | $163K | 6K | —Held | Q2 2026 | |
| 24 | Parallel Advisors, LLC | $160K | 6K | —Held | Q1 2026 | |
| 25 | CHILTON CAPITAL MANAGEMENT LLC | $58K | 2K | ▲New +2K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in MDST and 8 added to an existing one, while 1 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 15 funds | $1.5B |
| ALPHABET INC-CL CGOOG | 15 funds | $669.3M |
| ALPHABET INC-CL AGOOGL | 15 funds | $595.1M |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 15 funds | $422.4M |
| INTL BUSINESS MACHINES CORPIBM | 15 funds | $114.8M |
| ISHARES CORE S&P 500 ETFIVV | 14 funds | $1.3B |
| NVIDIA CORPNVDA | 14 funds | $1.3B |
| MICROSOFT CORPMSFT | 14 funds | $930.4M |
| AMAZON.COM INCAMZN | 14 funds | $836.2M |
| INVESCO QQQ TRUST SERIES 1QQQ | 14 funds | $779.5M |
| VANGUARD S&P 500 ETFVOO | 14 funds | $606.8M |
| SS SPDR S&P 500 ETF TRUST-USSPY | 14 funds | $592.9M |
Ranked by how many of MDST's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| MDSTthis pageWESTWOOD SALIENT | 29 funds | $112.9M |
| WEEIWESTWOOD SALIENT | 15 funds | $19.4M |
| 90386K639Q3 ALL SEASN ACT | 12 funds | $7.1M |
| QTACQ3 ALL SEASON | 9 funds | $41.4M |
| YLDWWESTWOOD ENHANCE | 2 funds | $17.5M |
| 90386K712OPEN END TAXABLE LOAD FUND | 1 funds | $4K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for MDST
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MDST/capital-change-brief"
Use Arkolith's capital_change_brief for MDST. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for MDST. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.