LHA MARKET STATE TACTICAL (MSTB) Institutional Ownership Changes & 13F Activity
LHA MARKET STATE TACTICAL (MSTB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hightower Advisors, Llc, Forefront Wealth Partners, Llc, Old Mission Capital Llc, Creativeone Wealth, Llc, and Reyes Financial Architecture, Inc..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Forefront Wealth Partners, Llc | Buy | +50,149 | +85.7% | 108,681 | $4.66M | Q2 2026 | Aug 20, 2026 |
| Old Mission Capital Llc | Buy | +16,027 | — | 16,027 | $687.38K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -10,594 | -65.8% | 5,496 | $235.72K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +8,514 | — | 8,514 | $365.16K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +5,011 | — | 5,011 | $214.92K | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, Llc | Sell | -599 | -2.8% | 20,631 | $884.84K | Q2 2026 | Aug 14, 2026 |
| Coppell Advisory Solutions Llc | Buy | +437 | — | 437 | $1.03M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +237 | — | 237 | $10.16K | Q2 2026 | Aug 14, 2026 |
| Creativeone Wealth, Llc | Sell | -15,696 | -7.1% | 204,842 | $8.79M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -2,449 | -100.0% | 1 | $55.00 | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +10,409 | +2.4% | 449,651 | $19.29M | Q2 2026 | Aug 12, 2026 |
| Palumbo Wealth Management Llc | Sell | -499 | -1.1% | 45,578 | $1.95M | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | Sell | -141 | -0.1% | 157,934 | $6.77M | Q2 2026 | Aug 07, 2026 |
| Uniting Wealth Partners, Llc | Buy | +2,452 | +1.3% | 185,415 | $7.95M | Q2 2026 | Aug 06, 2026 |
| Plante Moran Financial Advisors, Llc | Buy | +1,622 | — | 1,622 | $69.55K | Q2 2026 | Aug 06, 2026 |
| Envestnet Asset Management Inc | Sell | -4,583 | -4.0% | 108,994 | $4.67M | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +6,763 | — | 6,763 | $290.00 | Q2 2026 | Jul 30, 2026 |
| Reyes Financial Architecture, Inc. | Buy | +12,773 | — | 12,773 | $547.82K | Q2 2026 | Jul 17, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +5,847 | +26.1% | 28,282 | $1.23M | Q2 2026 | Jul 15, 2026 |
| Milestone Asset Management, Llc | Buy | +4,528 | +2.5% | 186,273 | $7.99M | Q2 2026 | Jul 15, 2026 |
| Brookstone Capital Management | Buy | +3,281 | +0.3% | 1,194,657 | $51.24M | Q2 2026 | Jul 15, 2026 |
| Hightower Advisors, Llc | Sell | -53,957 | -100.0% | 0 | $0.00 | Q2 2026 | May 05, 2026 |
| Hilton Head Capital Partners, Llc | Sell | -202 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 20, 2026 |
Frequently asked questions about MSTB activity
Which institutional owners are buying MSTB?
Institutional owners buying MSTB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MSTB activity?
"Buy" means an investor increased their reported position in MSTB compared to the prior reporting period. This reflects growing exposure to LHA MARKET STATE TACTICAL (MSTB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MSTB increasing?
Institutional interest in MSTB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.