AI Holders Summary · Q2 2026

37 institutions reported MDST in Q2 2026. WESTWOOD HOLDINGS GROUP INC leads at 31.9% 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

$46M1.6M0.34%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$34M1.2M0.01%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$16M559K0.00%Q2 2026 04

North Star Investment Management Corp.

CIK 0001342857

$6M218K0.34%Q2 2026 05

Chicago Partners Investment Group LLC

CIK 0001563525

$6M197K0.12%Q2 2026 06

Rockefeller Capital Management L.P.

CIK 0001739439

$6M202K0.01%Q2 2026 07

Janney Montgomery Scott LLC

CIK 0001329948

$5M173K0.01%Q1 2026 08

STIFEL FINANCIAL CORP

CIK 0000720672

$5M159K0.00%Q2 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$3M113K0.00%Q2 2026 10

Miller Global Investments, LLC

CIK 0002099097

$3M114K2.51%Q3 2026 11

Garden State Investment Advisory Services LLC

CIK 0001965351

$3M90K0.47%Q2 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$3M89K0.00%Q2 2026 13

Clear Trail Advisors, LLC

CIK 0002097856

$2M61K0.25%Q3 2026 14

Wealthcare Advisory Partners LLC

CIK 0001683059

$2M55K0.03%Q3 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M43K0.00%Q2 2026 16

OPPENHEIMER & CO INC

CIK 0000822581

$833K29K0.01%Q2 2026 17

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$831K29K0.00%Q1 2026 18

OLD MISSION CAPITAL LLC

CIK 0001455915

$755K26K0.01%Q2 2026 19

Tandem Financial, LLC

CIK 0002049157

$729K25K0.22%Q2 2026 20

Steward Partners Investment Advisory, LLC

CIK 0001723397

$570K20K0.00%Q2 2026

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