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Ultimus Managers Tr shares owned by Clear Trail Advisors

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

Historical chart of Clear Trail Advisors investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ultimus Managers Tr by Clear Trail Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.7M 60k 28.60
2025-12-31 $687k 26k 26.42

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Top funds holding Ultimus Managers Tr

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

View all funds holding Ultimus Managers Tr