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MSTB ETF SER SOLUTIONS

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LHA MKT ST TACTL (fund)

18 managers (18 13F filers) reported a position in MSTB shares at 2025-09-30, 2,809,819 shares in all. 3 filers opened a position and 4 filers sold out during the quarter.

Managers
18
13F filers
18
New
3
Added
3
Reduced
10
Sold out
4
Shares held by filers
2,809,819

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 Management1,068,366$42.5M0.51%+79,22413F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC608,963$24.2M4.59%+471,84913F-HRTimeline
Cetera Investment Advisers410,284$16.3M0.02%+4,45613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC290,178$11.5M0.28%-19,25413F-HRTimelineGroup
Sigma Planning Corp141,252$5.62M0.16%-12,49813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC120,520$4.79M<0.01%-19,84713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…58,926$2.36M<0.01%-14213F-HRTimeline
Forefront Wealth Partners, LLC35,759$1.42M0.36%new13F-HRTimeline
Mutual Advisors, LLC21,209$854K0.02%-2913F-HRTimeline
AlphaStar Capital Management, LLC15,711$625K0.05%-697,58513F-HRTimeline
OLD MISSION CAPITAL LLC10,423$415K0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co10,000$398K0.12%013F-HRTimeline
AlphaCore Capital LLC8,950$356K0.01%-10013F-HRTimeline
GTS SECURITIES LLC8,536$339K0.01%-4,95313F-HRTimeline
UBS Group AGin group UBS Group AG639$25.4K<0.01%-1,21713F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC73$2.9K<0.01%-1,19613F-HRTimeline
CoreCap Advisors, LLC25$994<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5$199<0.01%new13F-HRTimelineGroup