Who Owns LHA Market State Tactical Beta ETF (MSTB)? -- Institutional Holders (2026-06-30)
29 institutions reported holding $122.1M of LHA Market State Tactical Beta ETF (MSTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($51.2M), Cetera Investment Advisers ($19.3M), CreativeOne Wealth, LLC ($8.8M), MILESTONE ASSET MANAGEMENT, LLC ($8.0M), Uniting Wealth Partners, LLC ($8.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Brookstone Capital Management | $51.2M | 1.2M | Added |
| 2 | Cetera Investment Advisers | $19.3M | 449,651 | Added |
| 3 | CreativeOne Wealth, LLC | $8.8M | 204,842 | Trimmed |
| 4 | MILESTONE ASSET MANAGEMENT, LLC | $8.0M | 186,273 | Added |
| 5 | Uniting Wealth Partners, LLC | $8.0M | 185,415 | Added |
| 6 | Sigma Planning Corp | $6.8M | 157,934 | Trimmed |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 108,994 | Trimmed |
| 8 | Forefront Wealth Partners, LLC | $4.7M | 108,681 | Added |
| 9 | HighTower Advisors, LLC | $2.3M | 53,737 | Trimmed |
| 10 | Palumbo Wealth Management LLC | $2.0M | 45,578 | Trimmed |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 28,282 | Added |
| 12 | Coppell Advisory Solutions LLC | $1.0M | 437 | New |
| 13 | Mutual Advisors, LLC | $884,837 | 20,631 | Trimmed |
| 14 | OLD MISSION CAPITAL LLC | $687,382 | 16,027 | New |
| 15 | Reyes Financial Architecture, Inc. | $547,821 | 12,773 | New |
| 16 | Indiana Trust & Investment Management Co | $428,890 | 10,000 | Hold |
| 17 | AlphaCore Capital LLC | $383,857 | 8,950 | Hold |
| 18 | BANK OF AMERICA CORP /DE/ | $365,157 | 8,514 | New |
| 19 | Cambridge Investment Research Advisors, Inc. | $290,000 | 6,763 | New |
| 20 | GTS SECURITIES LLC | $235,718 | 5,496 | Trimmed |
| 21 | JANE STREET GROUP, LLC | $214,917 | 5,011 | New |
| 22 | Plante Moran Financial Advisors, LLC | $69,549 | 1,622 | New |
| 23 | AE Wealth Management LLC | $49,068 | 1,144 | New |
| 24 | SIMPLEX TRADING, LLC | $27,397 | 1,800 | Added |
| 25 | WELLS FARGO & COMPANY/MN | $10,165 | 237 | New |
Source: SEC Form 13F filings · as of 2026-06-30