Who owns LHA Market State Tactical Beta ETF?
Institutional ownership of MSTB from SEC Form 13F filings across 21 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
21
13F holders
$97.4M
value, 2026 filers
49.9%
of shares outstanding (2.3M sh)
8
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of MSTB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Brookstone Capital Management | 1.2M | $51.2M | 0.5% | 26.1% | +0.3% |
| 2 | Cetera Investment Advisers | 449,651 | $19.3M | 0.0% | 9.8% | +2.4% |
| 3 | MILESTONE ASSET MANAGEMENT, LLC | 186,273 | $8.0M | 1.3% | 4.1% | +2.5% |
| 4 | Sigma Planning Corp | 157,934 | $6.8M | 0.2% | 3.4% | -0.1% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 108,994 | $4.7M | 0.0% | 2.4% | -4.0% |
| 6 | HighTower Advisors, LLC | 53,737 | $2.3M | 0.0% | 1.2% | -0.4% |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28,282 | $1.2M | 0.0% | 0.6% | +26.1% |
| 8 | Mutual Advisors, LLC | 20,631 | $884,837 | 0.0% | 0.5% | -2.8% |
| 9 | OLD MISSION CAPITAL LLCNEW | 16,027 | $687,382 | 0.0% | 0.3% | new |
| 10 | Cambridge Investment Research Advisors, Inc.NEW | 13,526 | $580 | 0.0% | 0.3% | new |
| 11 | Reyes Financial Architecture, Inc.NEW | 12,773 | $547,821 | 0.3% | 0.3% | new |
| 12 | Indiana Trust & Investment Management Co | 10,000 | $428,890 | 0.1% | 0.2% | 0.0% |
| 13 | AlphaCore Capital LLC | 8,950 | $383,857 | 0.0% | 0.2% | 0.0% |
| 14 | BANK OF AMERICA CORP /DE/NEW | 8,514 | $365,157 | 0.0% | 0.2% | new |
| 15 | GTS SECURITIES LLC | 5,496 | $235,718 | 0.0% | 0.1% | -65.8% |
| 16 | JANE STREET GROUP, LLCNEW | 5,011 | $214,917 | 0.0% | 0.1% | new |
| 17 | Plante Moran Financial Advisors, LLCNEW | 1,622 | $69,549 | 0.0% | 0% | new |
| 18 | AE Wealth Management LLCNEW | 1,144 | $49,068 | 0.0% | 0% | new |
| 19 | WELLS FARGO & COMPANY/MNNEW | 237 | $10,165 | 0.0% | 0% | new |
| 20 | IFP Advisors, Inc | 1 | $43 | 0.0% | 0% | 0.0% |
| 21 | MORGAN STANLEY | 1 | $55 | 0.0% | 0% | -100.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.