MSTB Institutional Ownership & Shareholders
LHA MARKET STATE TACTICAL (MSTB) is currently held by 24 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $118.58M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of MSTB tracked by InsiderSet, reporting ownership valued at approximately $51.93M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $51.07M, representing an estimated loss of -1.66% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 96% of the total disclosed MSTB value among the investors covered in this analysis. Major shareholders include Brookstone Capital Management, Cetera Investment Advisers, Creativeone Wealth, Llc, and several other long-term asset managers with concentrated positions in LHA MARKET STATE TACTICAL (MSTB).
This page ranks the largest institutional MSTB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
24
Total Reported Value
$118.58M
Largest Holder
Brookstone Capital Management
Largest Position
$51.93M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
30
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Brookstone Capital Management | 0.51% | 1,181,229 | $51,926,844 | $51,065,002 | -$861,842 | -1.66% | |
| Cetera Investment Advisers | 0.02% | 449,651 | $19,285,098 | $19,438,593 | +$153,495 | +0.80% | |
| Creativeone Wealth, Llc | 0.19% | 204,842 | $8,785,469 | $8,855,402 | +$69,933 | +0.80% | |
| Uniting Wealth Partners, Llc | 1.61% | 185,415 | $7,952,264 | $8,015,565 | +$63,301 | +0.80% | |
| Milestone Asset Management, Llc | 1.17% | 167,885 | $7,380,252 | $7,257,736 | -$122,516 | -1.66% | |
| Sigma Planning Corp | 0.14% | 120,534 | $5,298,663 | $5,210,733 | -$87,930 | -1.66% | |
| Envestnet Asset Management Inc | 0.00% | 108,994 | $4,674,626 | $4,711,854 | +$37,228 | +0.80% | |
| Forefront Wealth Partners, Llc | 1.44% | 108,681 | $4,661,219 | $4,698,323 | +$37,104 | +0.80% | |
| Palumbo Wealth Management Llc | 0.41% | 45,578 | $1,954,795 | $1,970,355 | +$15,560 | +0.80% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 36,382 | $1,615,907 | $1,572,808 | -$43,099 | -2.67% | |
| Coppell Advisory Solutions Llc | 0.08% | 437 | $1,027,898 | $18,892 | -$1,009,006 | -98.16% | |
| Mutual Advisors, Llc | 0.02% | 20,631 | $884,837 | $891,886 | +$7,049 | +0.80% | |
| Reyes Financial Architecture, Inc. | 0.45% | 16,454 | $723,318 | $711,313 | -$12,005 | -1.66% | |
| Old Mission Capital Llc | 0.02% | 16,027 | $687,382 | $692,854 | +$5,472 | +0.80% | |
| Indiana Trust & Investment Management Co | 0.12% | 10,000 | $439,600 | $432,304 | -$7,296 | -1.66% | |
| Alphacore Capital Llc | 0.01% | 8,950 | $383,857 | $386,912 | +$3,055 | +0.80% | |
| Bank Of America Corp | 0.00% | 8,514 | $365,157 | $368,064 | +$2,907 | +0.80% | |
| Gts Securities Llc | 0.00% | 5,496 | $235,718 | $237,594 | +$1,876 | +0.80% | |
| Jane Street Group, Llc | 0.00% | 5,011 | $214,917 | $216,628 | +$1,711 | +0.80% | |
| Plante Moran Financial Advisors, Llc | 0.00% | 1,622 | $69,549 | $70,120 | +$571 | +0.82% | |
| Wells Fargo & Company/Mn | 0.00% | 237 | $10,165 | $10,246 | +$81 | +0.79% | |
| Corecap Advisors, Llc | 0.00% | 25 | $1,099 | $1,081 | -$18 | -1.66% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 6,763 | $297 | $292,367 | +$292,070 | +98340.13% | |
| Morgan Stanley | 0.00% | 1 | $55 | $43 | -$12 | -21.40% |
Frequently asked questions about MSTB
Who are the largest institutional holders of MSTB?
The largest institutional holders of MSTB reported in the latest SEC Form 13F filings include Brookstone Capital Management, Cetera Investment Advisers, Creativeone Wealth, Llc, Uniting Wealth Partners, Llc, and Milestone Asset Management, Llc. InsiderSet ranks institutional holders by their latest reported MSTB position.
What is MSTB institutional ownership?
This page tracks MSTB positions reported by institutional investment managers through SEC Form 13F. LHA MARKET STATE TACTICAL (MSTB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MSTB?
InsiderSet currently tracks 24 institutional managers reporting MSTB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MSTB shareholders.
How much MSTB stock do institutions own?
Institutional investment managers disclosed approximately $118.58M in MSTB holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MSTB institutional ownership last updated?
The latest MSTB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MSTB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MSTB position after the reporting date.
Are institutions buying or selling MSTB?
Institutional buying and selling can be analyzed by comparing MSTB positions across consecutive 13F reporting periods. InsiderSet's MSTB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MSTB ownership changes.
How has MSTB institutional ownership changed over time?
InsiderSet tracks MSTB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.