MBSF — Valued Advisers Tr Institutional Holders · Q3 2026
Who owns Valued Advisers Tr (MBSF)? 6 institutions reported holding $30.50M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Castleview Partners, LLC ($24.2M), Balefire, LLC ($3.7M), Farther Finance Advisors, LLC ($1.4M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Castleview Partners, LLC | $24.2M | 952,133 | Trimmed |
| 2 | Balefire, LLC | $3.7M | 145,671 | Trimmed |
| 3 | Farther Finance Advisors, LLC | $1.4M | 53,856 | Added |
| 4 | Breakwater Capital Group | $754,267 | 29,684 | New |
| 5 | ARGUS INVESTORS' COUNSEL, INC. | $477,886 | 18,807 | New |
| 6 | Weaver Consulting Group | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30