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MSTB ETF SER SOLUTIONS

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LHA MKT ST TACTL (fund)

27 managers (27 13F filers) reported a position in MSTB shares at 2026-06-30, 2,821,676 shares in all. 9 filers opened a position and 1 filer sold out during the quarter.

Managers
27
13F filers
27
New
9
Added
6
Reduced
8
Sold out
1
Shares held by filers
2,821,676

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Brookstone Capital Managementin group Brookstone Capital Management1,194,657$51.2M0.51%+3,28113F-HRTimelineGroup
Cetera Investment Advisers449,651$19.3M0.02%+10,40913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC204,842$8.79M0.19%-15,69613F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC186,273$7.99M1.26%+4,52813F-HRTimeline
Uniting Wealth Partners, LLC185,415$7.95M1.61%+2,45213F-HRTimeline
Sigma Planning Corp157,934$6.77M0.17%-14113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC108,994$4.67M<0.01%-4,58313F-HRTimelineGroup
Forefront Wealth Partners, LLC108,681$4.66M1.44%+50,14913F-HRTimeline
HighTower Advisors, LLC53,737$2.3M<0.01%-22013F-HRTimeline
Palumbo Wealth Management LLC45,578$1.95M0.41%-49913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…28,282$1.23M<0.01%+5,84713F-HRTimeline
Coppell Advisory Solutions LLC437$1.03M0.11%new13F-HRTimeline
Mutual Advisors, LLC20,631$885K0.02%-59913F-HRTimeline
OLD MISSION CAPITAL LLC16,027$687K0.02%new13F-HRTimeline
Reyes Financial Architecture, Inc.12,773$548K0.31%new13F-HRTimeline
Indiana Trust & Investment Management Co10,000$429K0.12%013F-HRTimeline
AlphaCore Capital LLC8,950$384K0.01%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/8,514$365K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…6,763$290K<0.01%new13F-HR/ATimeline
GTS SECURITIES LLC5,496$236K<0.01%-10,59413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,011$215K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC1,622$69.5K<0.01%new13F-HRTimeline
AE Wealth Management LLC1,144$49.1K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN237$10.2K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC25$1.07K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$55<0.01%-2,44913F-HRTimelineGroup
IFP Advisors, Inc1$43<0.01%013F-HRTimeline