MDST

Westwd Sat Encd MDSTR In ETF$29.60 1.11%
UnclassifiedUSCUSIP 90386K589· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
17
+3 QoQ
13F Value (tracked)
$99.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentBullish
BearishBullish
13F funds (latest Q)3 adding · 1 trimming
Insider net (180d)$0

Price & smart-money activity

$29.60 1.11%2Y +18.6%
$23.67$25.41$27.15$28.89$30.632024202520263322424232
Hover for who · click for detailEnd-of-day closing prices52w $25.02 – $30.24
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Use MDST data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns MDST

This stock page is the Follow view. The Build view lets your agent query MDST owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MDST"
Ask your agent
Use Arkolith to show who owns MDST,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

17 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1WESTWOOD HOLDINGS GROUP INC
$45.4M
1.6M
+0.6%
Added · +10K sh
Q1 2026
2LPL Financial LLC
$31.5M
1.1M
+7.8%
Added · +79K sh
Q1 2026
3Rockefeller Capital Management L.P.
$5.4M
188K
+100%
Added · +94K sh
Q1 2026
4STIFEL FINANCIAL CORP
$3.9M
138K
+20%
Added · +23K sh
Q1 2026
5Chicago Partners Investment Group LLC
$2.7M
98K
New
+98K sh
Q1 2026
6MORGAN STANLEY
$2.5M
88K
New
+88K sh
Q1 2026
7ROYAL BANK OF CANADA
$2.5M
88K
+7.2%
Added · +6K sh
Q1 2026
8COMMONWEALTH EQUITY SERVICES, LLC
$1.9M
66K
+363%
Added · +51K sh
Q1 2026
9Wealthcare Advisory Partners LLC
$870K
30K
+32%
Added · +7K sh
Q1 2026
10OSAIC HOLDINGS, INC.
$665K
23K
−6.8%
Reduced · −2K sh
Q1 2026
11Steward Partners Investment Advisory, LLC
$587K
21K
−3.4%
Reduced · −717 sh
Q1 2026
12OPPENHEIMER & CO INC
$562K
20K
−5.7%
Reduced · −1K sh
Q1 2026
13Avidian Wealth Enterprises, LLC
$347K
12K
+59%
Added · +5K sh
Q1 2026
14ENVESTNET ASSET MANAGEMENT INC
$284K
10K
New
+10K sh
Q1 2026
15Parallel Advisors, LLC
$160K
6K
Held
Q1 2026
16UBS Group AG
$22K
757
757×
Added · +756 sh
Q1 2026
17AE Wealth Management LLC
$5K
159
New
+159 sh
Q1 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.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
2
funds
Reduced
1
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

17 funds+14 since Q2 2024
0917Q2 2024Q4 2024Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $99.4M

Share classes

Class13F holdersValue held
MDSTthis pageWESTWOOD SALIENT17 funds$99.4M
WEEIWESTWOOD SALIENT9 funds$18.3M
90386K639Q3 ALL SEASN ACT8 funds$3.6M
QTACQ3 ALL SEASON7 funds$23.6M
YLDWWESTWOOD ENHANCE2 funds$17.5M
90386K712OPEN END TAXABLE LOAD FUND1 funds$4K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own MDST also own

CompanyCo-held byCombined value
APPLE INCAAPL7 funds$3.0B
MICROSOFT CORPMSFT7 funds$2.8B
NVIDIA CORPNVDA7 funds$2.8B
SS SPDR S&P 500 ETF TRUST-USSPY7 funds$2.5B
AMAZON.COM INCAMZN7 funds$2.1B
ALPHABET INC-CL AGOOGL7 funds$2.1B
ISHARES CORE S&P 500 ETFIVV7 funds$1.8B
VANGUARD S&P 500 ETFVOO7 funds$1.5B
BROADCOM INCAVGO7 funds$1.4B
JPMORGAN CHASE & COJPM7 funds$1.3B
META PLATFORMS INC-CLASS AMETA7 funds$1.3B
ALPHABET INC-CL CGOOG7 funds$1.1B

Ranked by how many of MDST's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + 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. Every panel above is one call to the Arkolith API & MCP server.