Lha Market State TacticalMSTBETF
13F holders, Q4 2025 (December 31)21holders +3
4new positions
2sold out
$39.93avg. 13F price*
At the end of Q4 2025, 21 institutions reported holding Lha Market State Tactical (MSTB) in their 13F filings, up 3 from Q3 2025. 4 opened new positions and 2 sold out. The largest holders were Brookstone Capital Management ($46.7M), Cetera Investment Advisers ($17.3M) and Milestone Asset Management, LLC ($12.9M).
- Company
- Lha Market State Tactical
- Filed as
- ETF SER SOLUTIONS (Q4 2025)
- CUSIP
- 26922B105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $4.3M |
| Exits | 2 | $1.0M |
All 13F filers, Q3 2025 → Q4 2025: 252,609 shares bought and 372,102 shares sold, net −119,493 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Brookstone Capital Management | 0.53% | Add +9.4% | 1,168,790 | $46.7M |
| Cetera Investment Advisers | 0.02% | Add +5.7% | 433,743 | $17.3M |
| Milestone Asset Management, LLC | 2.43% | Reduce -47.1% | 322,308 | $12.9M |
| CreativeOne Wealth, LLC | 0.23% | Reduce -19.1% | 234,611 | $9.4M |
| Sigma Planning Corp | 0.16% | Add +3.2% | 145,731 | $5.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.6% | 117,359 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -0.2% | 58,816 | $2.4M |
| HighTower Advisors, LLC | 0.00% | New | 57,858 | $2.3M |
| Palumbo Wealth Management LLC | 0.46% | New | 46,697 | $1.9M |
| Forefront Wealth Partners, LLC | 0.86% | Add +27.7% | 45,669 | $1.8M |
| Mutual Advisors, LLC | 0.02% | Add +0.1% | 21,230 | $848K |
| GTS Securities LLC | 0.02% | Add +81.7% | 15,513 | $619K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 10,000 | $399K |
| AlphaCore Capital LLC | 0.01% | No change | 8,950 | $357K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,783 | $111K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 202 | $8K |
| UBS Group AG | 0.00% | Reduce -72.1% | 178 | $7K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -19.2% | 59 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 25 | $998 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5 | $200 |
| Morgan Stanley | 0.00% | New | 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.