Who Owns MSTB?
LHA Market State Tactical Beta ETF — Institutional Ownership & 13F Holdings
$41.86
+0.43 (+1.03%)
Market Cap
$182.4M
Shares Outstanding
4,166,563
Institutional Holders
18
Total Inst. Value
$67.6M
% of Float Held
—
QoQ Holder Change
+5
Institutional data as of Q1 2025
New Positions
4
Closed Positions
2
Increased
3
Decreased
11
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | AlphaStar Capital Management, LLC | $23.3M | 722,436 |
| 2 | Cetera Investment Advisers | $13.1M | 405,792 |
| 3 | CreativeOne Wealth, LLC | $10.9M | 338,313 |
| 4 | Sigma Planning Corp | $5.0M | 155,963 |
| 5 | MILESTONE ASSET MANAGEMENT, LLC | $4.6M | 142,047 |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.0M | 91,494 |
| 7 | RFG Advisory, LLC | $2.8M | 87,269 |
| 8 | Palumbo Wealth Management LLCNew | $1.8M | 54,325 |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.3M | 39,742 |
| 10 | Mutual Advisors, LLC | $773K | 22,830 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| AlphaStar Capital Management, LLC | +7K | $23.3M |
| Sigma Planning Corp | +424 | $5.0M |
| Palumbo Wealth Management LLCNew | +54K | $1.8M |
| Mutual Advisors, LLC | +90 | $773K |
| Indiana Trust & Investment Management CoNew | +10K | $323K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CreativeOne Wealth, LLC | -60K | $10.9M |
| Brookstone Capital Management | -53K | $32K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -14K | $1.3M |
| RFG Advisory, LLC | -13K | $2.8M |
| ENVESTNET ASSET MANAGEMENT INC | -11K | $3K |
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Frequently Asked Questions
How many institutional investors hold MSTB?
As of Q1 2025, 18 institutional investors report holding MSTB (LHA Market State Tactical Beta ETF) in their 13F filings.
Which hedge fund owns the most MSTB?
The largest institutional holder of MSTB is AlphaStar Capital Management, LLC with $23.3M in shares.
Are institutions buying or selling MSTB?
This quarter, 4 institutions opened new positions in MSTB and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.