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Ultimus Managers Tr shares owned by Cambridge Investment Research Advisors

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Cambridge Investment Research Advisors from 13F filings

Historical chart of Cambridge Investment Research Advisors investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ultimus Managers Tr by Cambridge Investment Research Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $718k 27k 26.41
2025-09-30 $457k 17k 26.68

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Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Janney Montgomery Scott
Miller Global Investments
Stifel Financial
North Star Investment Management
Royal Bank of Canada
Steward Partners Investment Advisory
Jane Street
Cambridge Investment Research Advisors
Clear Trail Advisors
Wealthcare Advisory Partners
Oppenheimer & Co
Advisor Group Holdings
Silver Oak Securities

View all funds holding Ultimus Managers Tr