Who Owns MSTI?

Madison Short Term Strategic Income ETF — Institutional Ownership & 13F Holdings

$20.48

-0.01 (-0.02%)

Market Cap

$59.2M

Shares Outstanding

2,778,444

Institutional Holders

7

Total Inst. Value

$2.7M

% of Float Held

QoQ Holder Change

+3

Institutional data as of Q1 2025

New Positions

0

Closed Positions

2

Increased

4

Decreased

3

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1Centric Wealth Management$1.0M49,108
2Tidal Investments LLC$590K28,792
3JANE STREET GROUP, LLC$480K23,413
4ROYAL BANK OF CANADA$288K14,031
5CITADEL ADVISORS LLC$280K13,655
6Madison Asset Management, LLC$63K3,068,537
7UBS Group AG$15K744

Biggest Buyers & Sellers This Quarter

Top Buyers

FundShares AddedValue
Centric Wealth Management+2K$1.0M
JANE STREET GROUP, LLC+11K$480K
ROYAL BANK OF CANADA+6K$288K
UBS Group AG+722$15K

Top Sellers

FundShares RemovedValue
Tidal Investments LLC-76K$590K
Madison Asset Management, LLC-28K$63K
CITADEL ADVISORS LLC-8K$280K

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Frequently Asked Questions

How many institutional investors hold MSTI?

As of Q1 2025, 7 institutional investors report holding MSTI (Madison Short Term Strategic Income ETF) in their 13F filings.

Which hedge fund owns the most MSTI?

The largest institutional holder of MSTI is Centric Wealth Management with $1.0M in shares.

Are institutions buying or selling MSTI?

This quarter, 0 institutions opened new positions in MSTI and 2 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.