LPL Financial
MDST

LPL Financial’s Westwood Salient Enhanced Midstream Income ETF MDST Stock Holding History

LPL Financial’s Portfolio MDST Stock Details MDST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.5M Buy
1,102,301
+79,437
+8% +$2.21M 0.01% 1163
2025
Q4 		$27M Buy
1,022,864
+175,670
+21% +$4.58M 0.01% 1207
2025
Q3 		$22.6M Buy
847,194
+824,373
+3,612% +$22M 0.01% 1284
2025
Q2 		$618K Buy
+22,821
New +$604K ﹤0.01% 4197

Other funds holding MDST

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
GSIAS
Garden State Investment Advisory Services Red Bank, New Jersey $455M AUM 25.41% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's MDST Position: Q1 2026 in Review

LPL Financial increased its Westwood Salient Enhanced Midstream Income ETF (MDST) stake by 7.8% in Q1 2026, buying an estimated $2.21M and bringing the position to 1,102,301 shares worth $31.5M. The position accounts for 0.01% of the portfolio, ranked #1163.

LPL Financial first reported a position in MDST in Q2 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold MDST as of Q1 2026.

  • LPL Financial held 1,102,301 shares of Westwood Salient Enhanced Midstream Income ETF worth $31.5M as of Q1 2026.
  • LPL Financial bought 79,437 Westwood Salient Enhanced Midstream Income ETF shares in Q1 2026, an estimated $2.21M.
  • Westwood Salient Enhanced Midstream Income ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1163 holding.
  • LPL Financial first reported a position in Westwood Salient Enhanced Midstream Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 31 funds tracked by Wall St. Rank held Westwood Salient Enhanced Midstream Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.