LHA MARKET STATE TACTICAL (MSTB) Institutional Shareholders
LHA MARKET STATE TACTICAL (MSTB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $112.38M in MSTB holdings during the latest filing period.
Brookstone Capital Management is currently the largest disclosed institutional shareholder of MSTB tracked by InsiderSet, reporting ownership valued at approximately $51.24M in its June 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 $51.22M, representing an estimated loss of -0.03% 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
20
Total Reported Value
$112.38M
Largest Holder
Brookstone Capital Management
Largest Position
$51.24M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
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% | 1,194,657 | $51,237,653 | $51,220,919 | -$16,734 | -0.03% | |
| Cetera Investment Advisers | 0.02% | 439,242 | $16,822,932 | $18,832,501 | +$2,009,569 | +11.95% | |
| Creativeone Wealth, Llc | 0.20% | 220,538 | $8,446,583 | $9,455,567 | +$1,008,984 | +11.95% | |
| Milestone Asset Management, Llc | 1.26% | 186,273 | $7,989,066 | $7,986,455 | -$2,611 | -0.03% | |
| Uniting Wealth Partners, Llc | 1.49% | 182,963 | $7,007,465 | $7,844,539 | +$837,074 | +11.95% | |
| Sigma Planning Corp | 0.17% | 158,075 | $6,054,252 | $6,777,466 | +$723,214 | +11.95% | |
| Envestnet Asset Management Inc | 0.00% | 108,994 | $4,674,626 | $4,673,118 | -$1,508 | -0.03% | |
| Forefront Wealth Partners, Llc | 0.94% | 58,532 | $2,241,772 | $2,509,560 | +$267,788 | +11.95% | |
| Hightower Advisors, Llc | 0.00% | 53,957 | $2,066,548 | $2,313,406 | +$246,858 | +11.95% | |
| Palumbo Wealth Management Llc | 0.43% | 46,077 | $1,764,745 | $1,975,551 | +$210,806 | +11.95% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 28,282 | $1,225,572 | $1,212,591 | -$12,981 | -1.06% | |
| Mutual Advisors, Llc | 0.02% | 21,230 | $813,110 | $910,236 | +$97,126 | +11.95% | |
| Gts Securities Llc | 0.02% | 16,090 | $616,247 | $689,859 | +$73,612 | +11.95% | |
| Reyes Financial Architecture, Inc. | 0.31% | 12,773 | $547,821 | $547,642 | -$179 | -0.03% | |
| Indiana Trust & Investment Management Co | 0.12% | 10,000 | $428,890 | $428,750 | -$140 | -0.03% | |
| Alphacore Capital Llc | 0.01% | 8,950 | $342,784 | $383,731 | +$40,947 | +11.95% | |
| Morgan Stanley | 0.00% | 2,450 | $93,838 | $105,044 | +$11,206 | +11.94% | |
| Corecap Advisors, Llc | 0.00% | 25 | $1,072 | $1,072 | -$0 | -0.01% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 6,763 | $290 | $289,964 | +$289,674 | +99887.46% | |
| Ifp Advisors, Inc | 0.00% | 1 | $43 | $43 | -$0 | -0.29% |
Frequently asked questions about MSTB
Who owns the most MSTB stock?
The largest holders of MSTB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for LHA MARKET STATE TACTICAL (MSTB).
Is MSTB widely held by superinvestors?
Many widely followed stocks like MSTB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MSTB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.