AI Holders Summary · Q1 2026

32 institutions reported MDST in Q1 2026. WESTWOOD HOLDINGS GROUP INC leads at 38.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$45M1.6M0.33%Q1 2026 02

LPL Financial LLC

CIK 0001403438

$32M1.1M0.01%Q1 2026 03

Rockefeller Capital Management L.P.

CIK 0001739439

$5M188K0.01%Q1 2026 04

Janney Montgomery Scott LLC

CIK 0001329948

$5M173K0.01%Q1 2026 05

North Star Investment Management Corp.

CIK 0001342857

$5M170K0.29%Q1 2026 06

STIFEL FINANCIAL CORP

CIK 0000720672

$4M138K0.00%Q1 2026 07

Miller Global Investments, LLC

CIK 0002099097

$3M114K2.72%Q2 2026 08

Garden State Investment Advisory Services LLC

CIK 0001965351

$3M99K0.62%Q1 2026 09

Chicago Partners Investment Group LLC

CIK 0001563525

$3M98K0.06%Q1 2026 10

MORGAN STANLEY

CIK 0000895421

$3M88K0.00%Q1 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$3M88K0.00%Q1 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M66K0.00%Q1 2026 13

Clear Trail Advisors, LLC

CIK 0002097856

$2M63K0.28%Q2 2026 14

Wealthcare Advisory Partners LLC

CIK 0001683059

$1M43K0.02%Q2 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$831K29K0.00%Q1 2026 16

Tandem Financial, LLC

CIK 0002049157

$738K26K0.23%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$665K23K0.00%Q1 2026 18

Steward Partners Investment Advisory, LLC

CIK 0001723397

$587K21K0.00%Q1 2026 19

OPPENHEIMER & CO INC

CIK 0000822581

$551K21K0.01%Q4 2025 20

SHEPHERD KAPLAN KROCHUK, LLC

CIK 0001218583

$530K19K0.45%Q1 2026

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