Lha Market State TacticalMSTBETF
13F holders, Q1 2025 (March 31)18holders +1
2new positions
1sold out
$32.33avg. 13F price*
At the end of Q1 2025, 18 institutions reported holding Lha Market State Tactical (MSTB) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Brookstone Capital Management ($31.5M), AlphaStar Capital Management, LLC ($23.3M) and Cetera Investment Advisers ($13.1M).
- Company
- Lha Market State Tactical
- Filed as
- ETF SER SOLUTIONS (Q1 2025)
- CUSIP
- 26922B105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $304K |
| Exits | 1 | $29K |
All 13F filers, Q4 2024 → Q1 2025: 16,934 shares bought and 171,797 shares sold, net −154,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Brookstone Capital Management | 0.45% | Reduce -5.2% | 976,192 | $31.5M |
| AlphaStar Capital Management, LLC | 2.35% | Add +1.0% | 722,436 | $23.3M |
| Cetera Investment Advisers | 0.03% | Reduce -0.9% | 405,792 | $13.1M |
| CreativeOne Wealth, LLC | 0.33% | Reduce -15.1% | 338,313 | $10.9M |
| Sigma Planning Corp | 0.16% | Add +0.3% | 155,963 | $5.0M |
| Milestone Asset Management, LLC | 0.98% | Reduce -1.7% | 142,047 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.7% | 99,935 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.7% | 91,494 | $3.0M |
| RFG Advisory, LLC | 0.08% | Reduce -12.8% | 87,269 | $2.8M |
| Palumbo Wealth Management LLC | 0.59% | Reduce -0.0% | 54,325 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.7% | 39,742 | $1.3M |
| Mutual Advisors, LLC | 0.02% | Add +0.4% | 22,830 | $773K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 10,000 | $323K |
| AlphaCore Capital LLC | 0.02% | New | 9,050 | $292K |
| Old Mission Capital LLC | 0.00% | Reduce -56.7% | 7,442 | $241K |
| UBS Group AG | 0.00% | Reduce -45.3% | 2,586 | $84K |
| Creative Financial Designs Inc. | 0.00% | New | 364 | $12K |
| CoreCap Advisors, LLC | 0.00% | Reduce -19.4% | 25 | $808 |
"% of holder's portfolio" is MSTB's weight in each manager's 13F, not the share of Lha Market State Tactical the manager owns.