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Ultimus Managers Tr shares owned by LPL Financial

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

Historical chart of LPL Financial investment in Ultimus Managers Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Ultimus Managers Tr by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 847k 26.71
2025-06-30 $618k 23k 27.09

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View all positions for LPL Financial

Top funds holding Ultimus Managers Tr

Westwood Holdings
LPL Financial
Janney Montgomery Scott
Stifel Financial
Royal Bank of Canada
Steward Partners Investment Advisory
Jane Street
North Star Investment Management
Wealthcare Advisory Partners
Cambridge Investment Research Advisors
Silver Oak Securities
Advisor Group Holdings
Tactive Advisors
GRT Capital Partners
Old Mission Capital

View all funds holding Ultimus Managers Tr