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MSTB ETF SER SOLUTIONS

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LHA MKT ST TACTL (fund)

19 managers (19 13F filers) reported a position in MSTB shares at 2026-03-31, 2,727,465 shares in all. 2 filers opened a position and 3 filers sold out during the quarter.

Managers
19
13F filers
19
New
2
Added
6
Reduced
6
Sold out
3
Shares held by filers
2,727,465

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 Management1,191,376$45.6M0.52%+22,58613F-HRTimelineGroup
Cetera Investment Advisers439,242$16.8M0.02%+5,49913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC220,538$8.45M0.2%-14,07313F-HRTimelineGroup
Uniting Wealth Partners, LLC182,963$7.01M1.49%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC181,745$6.96M1.28%-140,56313F-HRTimeline
Sigma Planning Corp158,075$6.05M0.17%+12,34413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC113,577$4.35M<0.01%-3,78213F-HRTimelineGroup
Forefront Wealth Partners, LLC58,532$2.24M0.94%+12,86313F-HRTimeline
HighTower Advisors, LLC53,957$2.07M<0.01%-3,90113F-HRTimeline
Palumbo Wealth Management LLC46,077$1.76M0.43%-62013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…22,435$868K<0.01%-36,38113F-HRTimeline
Mutual Advisors, LLC21,230$813K0.02%013F-HRTimeline
GTS SECURITIES LLC16,090$616K0.02%+57713F-HRTimeline
Indiana Trust & Investment Management Co10,000$383K0.12%013F-HRTimeline
AlphaCore Capital LLC8,950$343K0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,450$93.8K<0.01%+2,44913F-HRTimelineGroup
Hilton Head Capital Partners, LLC202$7.74K<0.01%013F-HRTimeline
CoreCap Advisors, LLC25$958<0.01%013F-HRTimeline
IFP Advisors, Inc1$38<0.01%new13F-HRTimeline