MDST Westwood Salient Enhanced Midstream Income ETF

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Institutional owners (13F) 39 filers · $140.9M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
10 (+2 vs prior Q) 2 (0 vs prior Q) 17 (+4 vs prior Q) 7 (+1 vs prior Q) +931K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
WESTWOOD HOLDINGS GROUP INC $45,596,057 1,581,549 32.37% Shares
LPL Financial LLC $34,005,473 1,179,517 24.14% Shares
MORGAN STANLEY $16,123,120 559,248 11.45% Shares
North Star Investment Management Corp. $6,278,761 217,786 4.46% Shares
Chicago Partners Investment Group LLC $5,935,253 196,857 4.21% Shares
Rockefeller Capital Management L.P. $5,836,789 202,455 4.14% Shares
STIFEL FINANCIAL CORP $4,579,045 158,829 3.25% Shares
Miller Global Investments, LLC $3,286,216 113,986 2.33% Shares
ROYAL BANK OF CANADA $3,271,000 113,469 2.32% Shares
Garden State Investment Advisory Services LLC $2,604,077 90,325 1.85% Shares
COMMONWEALTH EQUITY SERVICES, LLC $2,555,170 88,629 1.81% Shares
Clear Trail Advisors, LLC $1,805,875 62,639 1.28% Shares
Wealthcare Advisory Partners LLC $1,247,160 43,259 0.89% Shares
OSAIC HOLDINGS, INC. $1,206,885 41,851 0.86% Shares
OPPENHEIMER & CO INC $832,582 28,879 0.59% Shares
OLD MISSION CAPITAL LLC $754,942 26,186 0.54% Shares
Tandem Financial, LLC $729,368 25,103 0.52% Shares
JANE STREET GROUP, LLC $712,706 24,721 0.51% Shares
Steward Partners Investment Advisory, LLC $570,027 19,772 0.40% Shares
SHEPHERD KAPLAN KROCHUK, LLC $503,602 17,468 0.36% Shares
SILVER OAK SECURITIES, INCORPORATED $458,743 15,912 0.33% Shares
Tactive Advisors, LLC $359,969 12,486 0.26% Shares
Avidian Wealth Enterprises, LLC $332,842 11,545 0.24% Shares
ENVESTNET ASSET MANAGEMENT INC $274,894 9,535 0.20% Shares
Beacon Pointe Advisors, LLC $253,704 8,800 0.18% Shares
Equitable Holdings, Inc. $202,079 7,009 0.14% Shares
Founders Financial Alliance, LLC $163,062 5,656 0.12% Shares
Parallel Advisors, LLC $161,448 5,600 0.11% Shares
MERCER GLOBAL ADVISORS INC /ADV $108,660 3,769 0.08% Shares
CHILTON CAPITAL MANAGEMENT LLC $57,660 2,000 0.04% Shares
PRIVATE TRUST CO NA $20,931 726 0.01% Shares
JPMORGAN CHASE & CO $13,375 462 0.01% Shares
Allworth Financial LP $13,320 462 0.01% Shares
Janney Montgomery Scott LLC $5,995 207,936 0.00% Shares
Sunbelt Securities, Inc. $5,720 200 0.00% Shares
Key Financial Inc $4,324 150 0.00% Shares
Cambridge Investment Research Advisors, Inc. $1,287 44,630 0.00% Shares
SIMPLEX TRADING, LLC $288 10 0.00% Shares
BESSEMER GROUP INC $14 500 0.00% Shares