Who owns MSTB?
LHA Market State Tactical Beta ETF · LHA
27 institutions reported holding MSTB, worth $122.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MSTB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Brookstone Capital Management | Wheaton, IL | $51.2M | 1,194,657 | +3,281 shares |
| Cetera Investment Advisers | Schaumburg, IL | $19.3M | 449,651 | +10,409 shares |
| CreativeOne Wealth, LLC | Overland Park, KS | $8.8M | 204,842 | −15,696 shares |
| Milestone Asset Management, LLC | Pittsburgh, PA | $8.0M | 186,273 | +4,528 shares |
| Uniting Wealth Partners, LLC | Denver, CO | $8.0M | 185,415 | +2,452 shares |
| Sigma Planning Corp | Ann Arbor, MI | $6.8M | 157,934 | −141 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $4.7M | 108,994 | −4,583 shares |
| Forefront Wealth Partners, LLC | Austin, TX | $4.7M | 108,681 | +50,149 shares |
| HighTower Advisors, LLC | Chicago, IL | $2.3M | 53,737 | −220 shares |
| Palumbo Wealth Management LLC | Great Neck, NY | $2.0M | 45,578 | −499 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MSTB?
27 institutional managers reported holding MSTB in Form 13F filings for June 30, 2026, worth $122.3M in total. The largest reported position was held by Brookstone Capital Management, at $51.2M.
Did institutions buy or sell MSTB last quarter?
Reported 13F value rose 17.1% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MSTB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.