MDST Institutional Ownership
Westwood Salient Enhanced Midstream Income ETF
1W: +0.2%
1M: -6.0%
3M: -2.9%
YTD: +7.3%
1Y: +6.6%
$27.94
+0.23 (+0.85%)
Weekly Expected Move ±1.8%
$27
$27
$28
$28
$29
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MDST
40
Institutional Holders
+7 vs prior quarter
0.0%
Ownership
+0.00pp
142M
Total Invested
10
New Positions
17
Increased
9
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (41 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 1,581,549 | 44M | -5,270 | -0.3% | 9Q | SEC ↗ |
| 2 | LPL Financial LLC | 1,179,517 | 33M | +77,216 | +7.0% | 5Q | SEC ↗ |
| 3 | MORGAN STANLEY | 559,248 | 16M | +471,367 | +536.4% | 2Q | SEC ↗ |
| 4 | North Star Investment Management Corp. | 217,786 | 6M | +48,100 | +28.3% | 5Q | SEC ↗ |
| 5 | Janney Montgomery Scott LLC | 207,936 | 6M | +34,699 | +20.0% | 7Q | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 202,455 | 6M | +14,003 | +7.4% | 3Q | SEC ↗ |
| 7 | Chicago Partners Investment Group LLC | 196,857 | 6M | +99,141 | +101.5% | 2Q | SEC ↗ |
| 8 | STIFEL FINANCIAL CORP | 158,829 | 4M | +20,900 | +15.2% | 7Q | SEC ↗ |
| 9 | Miller Global Investments, LLC | 113,986 | 3M | — | +0.0% | 3Q | SEC ↗ |
| 10 | ROYAL BANK OF CANADA | 113,469 | 3M | +25,667 | +29.2% | 5Q | SEC ↗ |
| 11 | Garden State Investment Advisory Servi | 90,325 | 3M | -8,675 | -8.8% | 2Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 88,629 | 2M | +23,027 | +35.1% | 3Q | SEC ↗ |
| 13 | Clear Trail Advisors, LLC | 62,639 | 2M | +2,983 | +5.0% | 3Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 44,630 | 1M | +15,577 | +53.6% | 4Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 43,351 | 1M | +20,109 | +86.5% | 6Q | SEC ↗ |
| 16 | Wealthcare Advisory Partners LLC | 43,259 | 1M | +12,835 | +42.2% | 4Q | SEC ↗ |
| 17 | OPPENHEIMER & CO INC | 28,879 | 807K | +9,223 | +46.9% | 3Q | SEC ↗ |
| 18 | OLD MISSION CAPITAL LLC NEW | 26,186 | 732K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Tandem Financial, LLC | 25,103 | 701K | -490 | -1.9% | 2Q | SEC ↗ |
| 20 | JANE STREET GROUP, LLC NEW | 24,721 | 691K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Steward Partners Investment Advisory, | 19,772 | 552K | -744 | -3.6% | 7Q | SEC ↗ |
| 22 | SHEPHERD KAPLAN KROCHUK, LLC | 17,468 | 488K | -1,078 | -5.8% | 4Q | SEC ↗ |
| 23 | SILVER OAK SECURITIES, INCORPORATED | 15,912 | 445K | +1,244 | +8.5% | 4Q | SEC ↗ |
| 24 | Tactive Advisors, LLC | 12,486 | 349K | +1,032 | +9.0% | 4Q | SEC ↗ |
| 25 | Avidian Wealth Enterprises, LLC | 11,545 | 323K | -592 | -4.9% | 6Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 9,535 | 266K | -396 | -4.0% | 2Q | SEC ↗ |
| 27 | Beacon Pointe Advisors, LLC NEW | 8,800 | 246K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Equitable Holdings, Inc. NEW | 7,009 | 196K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Founders Financial Alliance, LLC | 5,656 | 158K | — | +0.0% | 3Q | SEC ↗ |
| 30 | Parallel Advisors, LLC | 5,600 | 156K | — | +0.0% | 3Q | SEC ↗ |
| 31 | MERCER GLOBAL ADVISORS INC /ADV NEW | 3,769 | 105K | — | +0.0% | 1Q | SEC ↗ |
| 32 | CHILTON CAPITAL MANAGEMENT LLC NEW | 2,000 | 56K | — | +0.0% | 1Q | SEC ↗ |
| 33 | PRIVATE TRUST CO NA | 726 | 20K | +234 | +47.6% | 4Q | SEC ↗ |
| 34 | BESSEMER GROUP INC | 500 | 14K | — | +0.0% | 3Q | SEC ↗ |
| 35 | JPMORGAN CHASE & CO NEW | 462 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 36 | Allworth Financial LP NEW | 462 | 13K | — | +0.0% | 1Q | SEC ↗ |
| 37 | Sunbelt Securities, Inc. NEW | 200 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Key Financial Inc NEW | 150 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 39 | SIMPLEX TRADING, LLC NEW | 10 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 40 | UBS Group AG | 0 | 0K | -757 | -100.0% | 1Q | SEC ↗ |
| 41 | AE Wealth Management LLC | 0 | 0K | -159 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| OLD MISSION CAPITAL LLC | 26,186 | 732K |
| JANE STREET GROUP, LLC | 24,721 | 691K |
| Beacon Pointe Advisors, LLC | 8,800 | 246K |
| Equitable Holdings, Inc. | 7,009 | 196K |
| MERCER GLOBAL ADVISORS INC /ADV | 3,769 | 105K |
| CHILTON CAPITAL MANAGEMENT LLC | 2,000 | 56K |
| Allworth Financial LP | 462 | 13K |
| JPMORGAN CHASE & CO | 462 | 13K |
| Sunbelt Securities, Inc. | 200 | 6K |
| Key Financial Inc | 150 | 4K |
| SIMPLEX TRADING, LLC | 10 | 0K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| UBS Group AG | 757 | 21K |
| AE Wealth Management LLC | 159 | 4K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +471,367 | +536.4% | 559,248 |
| Chicago Partners Investment Group L | +99,141 | +101.5% | 196,857 |
| LPL Financial LLC | +77,216 | +7.0% | 1,179,517 |
| North Star Investment Management Co | +48,100 | +28.3% | 217,786 |
| Janney Montgomery Scott LLC | +34,699 | +20.0% | 207,936 |
| ROYAL BANK OF CANADA | +25,667 | +29.2% | 113,469 |
| COMMONWEALTH EQUITY SERVICES, LLC | +23,027 | +35.1% | 88,629 |
| STIFEL FINANCIAL CORP | +20,900 | +15.2% | 158,829 |
| OSAIC HOLDINGS, INC. | +20,109 | +86.5% | 43,351 |
| Cambridge Investment Research Advis | +15,577 | +53.6% | 44,630 |
| Rockefeller Capital Management L.P. | +14,003 | +7.4% | 202,455 |
| Wealthcare Advisory Partners LLC | +12,835 | +42.2% | 43,259 |
| OPPENHEIMER & CO INC | +9,223 | +46.9% | 28,879 |
| Clear Trail Advisors, LLC | +2,983 | +5.0% | 62,639 |
| SILVER OAK SECURITIES, INCORPORATED | +1,244 | +8.5% | 15,912 |
| Tactive Advisors, LLC | +1,032 | +9.0% | 12,486 |
| PRIVATE TRUST CO NA | +234 | +47.6% | 726 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Garden State Investment Advisory Se | -8,675 | -8.8% | 90,325 |
| WESTWOOD HOLDINGS GROUP INC | -5,270 | -0.3% | 1,581,549 |
| SHEPHERD KAPLAN KROCHUK, LLC | -1,078 | -5.8% | 17,468 |
| Steward Partners Investment Advisor | -744 | -3.6% | 19,772 |
| Avidian Wealth Enterprises, LLC | -592 | -4.9% | 11,545 |
| Tandem Financial, LLC | -490 | -1.9% | 25,103 |
| ENVESTNET ASSET MANAGEMENT INC | -396 | -4.0% | 9,535 |