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Ultimus Managers Tr shares owned by Key FInancial

Quarter-by-quarter ownership of Ultimus Managers Tr (MDST) shares owned by Key FInancial from 13F filings

Historical chart of Key FInancial investment in Ultimus Managers Tr

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Quarterly reported holdings in Ultimus Managers Tr by Key FInancial

Quarter filed Position value Share count Share price at filing
2026-06-30 $4.3k 150 28.83

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View all positions for Key FInancial

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