Lha Market State TacticalMSTBETF
13F holders, Q4 2024 (December 31)17holders −1
2new positions
3sold out
$33.81avg. 13F price*
At the end of Q4 2024, 17 institutions reported holding Lha Market State Tactical (MSTB) in their 13F filings, down 1 from Q3 2024. 2 opened new positions and 3 sold out. The largest holders were Brookstone Capital Management ($34.8M), AlphaStar Capital Management, LLC ($24.2M) and Cetera Investment Advisers ($13.8M).
- Company
- Lha Market State Tactical
- Filed as
- ETF SER SOLUTIONS (Q4 2024)
- CUSIP
- 26922B105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $5.4M |
| Exits | 3 | $363K |
All 13F filers, Q3 2024 → Q4 2024: 349,169 shares bought and 51,825 shares sold, net +297,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Brookstone Capital Management | 0.51% | Add +0.4% | 1,029,385 | $34.8M |
| AlphaStar Capital Management, LLC | 2.53% | Add +0.4% | 715,430 | $24.2M |
| Cetera Investment Advisers | 0.03% | Reduce -0.6% | 409,378 | $13.8M |
| CreativeOne Wealth, LLC | 0.41% | Add +21.5% | 398,538 | $13.5M |
| Sigma Planning Corp | 0.17% | New | 155,539 | $5.3M |
| Milestone Asset Management, LLC | 1.08% | Reduce -1.5% | 144,546 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +1204.0% | 110,622 | $3.7M |
| RFG Advisory, LLC | 0.10% | Reduce -3.6% | 100,096 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -0.5% | 93,044 | $3.1M |
| Palumbo Wealth Management LLC | 0.69% | Reduce -1.6% | 54,349 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -24.5% | 54,201 | $1.8M |
| Mutual Advisors, LLC | 0.02% | Reduce -5.4% | 22,740 | $776K |
| Old Mission Capital LLC | 0.01% | Add +121.8% | 17,194 | $581K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 10,000 | $338K |
| UBS Group AG | 0.00% | New | 4,726 | $160K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 849 | $29K |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.8% | 31 | $1K |
"% of holder's portfolio" is MSTB's weight in each manager's 13F, not the share of Lha Market State Tactical the manager owns.