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Ultimus Managers Tr shares owned by Founders Financial Alliance

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Founders Financial Alliance from 13F filings

Historical chart of Founders Financial Alliance investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

All positions including Ultimus Managers Tr held by Founders Financial Alliance consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ultimus Managers Tr by Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2025-12-31 $149k 5.7k 26.42

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View all positions for Founders Financial Alliance

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Janney Montgomery Scott
Stifel Financial
Miller Global Investments
Rockefeller Capital Management
North Star Investment Management
Royal Bank of Canada
Jane Street
Cambridge Investment Research Advisors
Clear Trail Advisors
Advisor Group Holdings
Wealthcare Advisory Partners
Steward Partners Investment Advisory
Old Mission Capital

View all funds holding Ultimus Managers Tr