ETF Holders

Who owns MDST?

Other

Westwood Salient Enhanced Midstream Income ETF · Westwood

37 institutions reported holding MDST, worth $149.4M, in Form 13F filings for June 30, 2026.

13F holders
37
Institutional value
$149.4M
Change from prior quarter
+24.4%
+$29.3M, with price moves
New and sold-out firms
9 / 2
17 added, 7 trimmed

Top 10 institutional holders of MDST

FirmLocationValueSharesChange
Westwood Holdings Group Inc.Dallas, TX$45.6M1,581,549−5,270 shares
LPL Financial LLCFort Mill, SC$34.0M1,179,517+77,216 shares
Morgan StanleyNew York, NY$16.1M559,248+471,367 shares
North Star Investment Management Corp.Chicago, IL$6.3M217,786+48,100 shares
Janney Montgomery Scott LLCPhiladelphia, PA$6.0M207,936+34,699 shares
Chicago Partners Investment Group LLCChicago, IL$5.9M196,857+99,141 shares
Rockefeller Capital Management L.P.New York, NY$5.8M202,455+14,003 shares
Stifel Financial Corp.St. Louis, MO$4.6M158,829+20,900 shares
Miller Global Investments, LLCDallas, TX$3.3M113,986No change
Royal Bank of CanadaToronto, Ontario, Canada$3.3M113,469+25,667 shares
27 more firms

The full list comes with the Advisors and Institutions package.

Sign up to see them all

From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.

Similar ETFs

Compare what they hold: MDST vs IQSZ, MDST vs FFOG, MDST vs FTMA, MDST vs YNOT.

Frequently asked questions

Who owns MDST?

37 institutional managers reported holding MDST in Form 13F filings for June 30, 2026, worth $149.4M in total. The largest reported position was held by Westwood Holdings Group Inc., at $45.6M.

Did institutions buy or sell MDST last quarter?

Reported 13F value rose 24.4% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 2 sold all of theirs.

What is a Form 13F?

A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.

How often is MDST ownership data updated?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.