Lha Market State TacticalMSTBETF
13F holders, Q2 2026 (June 30)27holders +8
9new positions
1sold out
$43.25avg. 13F price*
At the end of Q2 2026, 27 institutions reported holding Lha Market State Tactical (MSTB) in their 13F filings, up 8 from Q1 2026. 9 opened new positions and 1 sold out. The largest holders were Brookstone Capital Management ($51.2M), Cetera Investment Advisers ($19.3M) and CreativeOne Wealth, LLC ($8.8M).
- Company
- Lha Market State Tactical
- Filed as
- ETF SER SOLUTIONS (Q2 2026)
- CUSIP
- 26922B105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.3M |
| Exits | 1 | $8K |
All 13F filers, Q1 2026 → Q2 2026: 129,194 shares bought and 34,983 shares sold, net +94,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Brookstone Capital Management | 0.51% | Add +0.3% | 1,194,657 | $51.2M |
| Cetera Investment Advisers | 0.02% | Add +2.4% | 449,651 | $19.3M |
| CreativeOne Wealth, LLC | 0.19% | Reduce -7.1% | 204,842 | $8.8M |
| Milestone Asset Management, LLC | 1.26% | Add +2.5% | 186,273 | $8.0M |
| Uniting Wealth Partners, LLC | 1.61% | Add +1.3% | 185,415 | $8.0M |
| Sigma Planning Corp | 0.17% | Reduce -0.1% | 157,934 | $6.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 108,994 | $4.7M |
| Forefront Wealth Partners, LLC | 1.44% | Add +85.7% | 108,681 | $4.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.4% | 53,737 | $2.3M |
| Palumbo Wealth Management LLC | 0.41% | Reduce -1.1% | 45,578 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.1% | 28,282 | $1.2M |
| Coppell Advisory Solutions LLC | 0.09% | New | 437 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -2.8% | 20,631 | $885K |
| Old Mission Capital LLC | 0.02% | New | 16,027 | $687K |
| Reyes Financial Architecture, Inc. | 0.31% | New | 12,773 | $548K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 10,000 | $429K |
| AlphaCore Capital LLC | 0.01% | No change | 8,950 | $384K |
| Bank of America Corp. | 0.00% | New | 8,514 | $365K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 6,763 | $290K |
| GTS Securities LLC | 0.01% | Reduce -65.8% | 5,496 | $236K |
| Jane Street Group, LLC | 0.00% | New | 5,011 | $215K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1,622 | $70K |
| AE Wealth Management LLC | 0.00% | New | 1,144 | $49K |
| Wells Fargo & Company | 0.00% | New | 237 | $10K |
| CoreCap Advisors, LLC | 0.00% | No change | 25 | $1K |
| Morgan Stanley | 0.00% | Reduce -100.0% | 1 | $55 |
| IFP Advisors, Inc | 0.00% | No change | 1 | $43 |
"% of holder's portfolio" is MSTB's weight in each manager's 13F, not the share of Lha Market State Tactical the manager owns.