Lha Market State TacticalMSTBETF
13F holders, Q1 2026 (March 31)19holders −2
2new positions
3sold out
$38.30avg. 13F price*
At the end of Q1 2026, 19 institutions reported holding Lha Market State Tactical (MSTB) in their 13F filings, down 2 from Q4 2025. 2 opened new positions and 3 sold out. The largest holders were Brookstone Capital Management ($45.6M), Cetera Investment Advisers ($16.8M) and CreativeOne Wealth, LLC ($8.4M).
- Company
- Lha Market State Tactical
- Filed as
- ETF SER SOLUTIONS (Q1 2026)
- CUSIP
- 26922B105
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $7.0M |
| Exits | 3 | $121K |
All 13F filers, Q4 2025 → Q1 2026: 239,282 shares bought and 202,340 shares sold, net +36,942 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Brookstone Capital Management | 0.52% | Add +1.9% | 1,191,376 | $45.6M |
| Cetera Investment Advisers | 0.02% | Add +1.3% | 439,242 | $16.8M |
| CreativeOne Wealth, LLC | 0.20% | Reduce -6.0% | 220,538 | $8.4M |
| Uniting Wealth Partners, LLC | 1.49% | New | 182,963 | $7.0M |
| Milestone Asset Management, LLC | 1.28% | Reduce -43.6% | 181,745 | $7.0M |
| Sigma Planning Corp | 0.17% | Add +8.5% | 158,075 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 113,577 | $4.3M |
| Forefront Wealth Partners, LLC | 0.94% | Add +28.2% | 58,532 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -6.7% | 53,957 | $2.1M |
| Palumbo Wealth Management LLC | 0.43% | Reduce -1.3% | 46,077 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -61.9% | 22,435 | $868K |
| Mutual Advisors, LLC | 0.02% | No change | 21,230 | $813K |
| GTS Securities LLC | 0.02% | Add +3.7% | 16,090 | $616K |
| Indiana Trust & Investment Management Co | 0.12% | No change | 10,000 | $383K |
| AlphaCore Capital LLC | 0.01% | No change | 8,950 | $343K |
| Morgan Stanley | 0.00% | Add +244900.0% | 2,450 | $94K |
| Hilton Head Capital Partners, LLC | 0.00% | No change | 202 | $8K |
| CoreCap Advisors, LLC | 0.00% | No change | 25 | $958 |
| IFP Advisors, Inc | 0.00% | New | 1 | $38 |
"% of holder's portfolio" is MSTB's weight in each manager's 13F, not the share of Lha Market State Tactical the manager owns.