Who owns MSTI?
Madison Short-Term Strategic Income ETF · Madison
5 institutions reported holding MSTI, worth $48.1M, in Form 13F filings for June 30, 2026.
Top 5 institutional holders of MSTI
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Madison Asset Management, LLC | Madison, WI | $44.8M | 2,211,990 | −298,259 shares |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $1.6M | 76,992 | +14,002 shares |
| Centric Wealth Management | Chicago, IL | $1.0M | 51,599 | No change |
| Jane Street Group, LLC | New York, NY | $599K | 29,557 | New position |
| Royal Bank of Canada | Toronto, Ontario, Canada | $148K | 7,317 | No change |
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.
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Frequently asked questions
Who owns MSTI?
5 institutional managers reported holding MSTI in Form 13F filings for June 30, 2026, worth $48.1M in total. The largest reported position was held by Madison Asset Management, LLC, at $44.8M.
Did institutions buy or sell MSTI last quarter?
Reported 13F value fell 10.2% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 0 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 MSTI 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.