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Ultimus Managers Tr shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $254k 8.8k 28.83

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View all positions for Beacon Pointe Advisors

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
North Star Investment Management
Janney Montgomery Scott
Rockefeller Capital Management
Chicago Partners Investment
Stifel Financial
Miller Global Investments
Royal Bank of Canada
Garden State Investment Advisory Services
Commonwealth Equity Services
Morgan Stanley
Clear Trail Advisors
Cambridge Investment Research Advisors
Advisor Group Holdings

View all funds holding Ultimus Managers Tr