Who Owns LHA Market State Tactical Beta ETF (MSTB)?Hedge Fund & Institutional Holders

$39.11-0.21 (-0.53%)Financial ServicesBATS

Institutional Holders

21

as of Q4 2025

Total Institutional Value

$1.2866000900000058e+75T

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$31.36$33.79$36.23$38.66$41.10Sep 24Jun 25Mar 26

MSTB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Palumbo Wealth Management LLCNew Position+47K+$1.9B
Forefront Wealth Partners, LLCNew Position+46K+$1.8B
Mutual Advisors, LLCNew Position+21K+$847.0M
Indiana Trust & Investment Management CoNew Position+10K+$399.0M
Sigma Planning CorpIncreased+4K+$199.3M
ENVESTNET ASSET MANAGEMENT INCNew Position+117K+$4.0M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+59K+$2.4M
HighTower Advisors, LLCNew Position+58K+$2.0M
Hilton Head Capital Partners, LLCNew Position+202+$8K
Kestra Advisory Services, LLCNew Position+3K+$0
CoreCap Advisors, LLCNew Position+25+$0
MORGAN STANLEYNew Position+1+$0
GTS SECURITIES LLCIncreased+7K+$-339.5M
Cetera Investment AdvisersIncreased+23K+$-16.3B
Brookstone Capital ManagementIncreased+100K+$-42.4B

MSTB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
MILESTONE ASSET MANAGEMENT, LLCDecreased-287K-$11.4B
CreativeOne Wealth, LLCDecreased-56K-$2.5B
AlphaStar Capital Management, LLCClosed Position-16K-$624.8M
OLD MISSION CAPITAL LLCClosed Position-10K-$414.5M
UBS Group AGDecreased-461-$18.4M
EXCHANGE TRADED CONCEPTS, LLCDecreased-14-$903K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MILESTONE ASSET MANAGEMENT, LLC322,308$12.9B2.43%Share
2CreativeOne Wealth, LLC234,611$9.0B0.22%Share
3Sigma Planning Corp145,731$5.8B0.16%Share
4Palumbo Wealth Management LLC46,697$1.9B0.46%Share
5Forefront Wealth Partners, LLC45,669$1.8B0.86%Share
6Mutual Advisors, LLC21,230$847.0M0.02%Share
7Indiana Trust & Investment Management Co10,000$399.0M0.12%Share
8Brookstone Capital Management1,168,790$46.7M0.53%Share
9Cetera Investment Advisers433,743$17.0M0.02%Share
10UBS Group AG178$7.0M0.00%Share
11ENVESTNET ASSET MANAGEMENT INC117,359$4.0M0.00%Share
12WEALTH ENHANCEMENT ADVISORY SERVICES, LLC58,816$2.4M0.00%Share
13HighTower Advisors, LLC57,858$2.0M0.00%Share
14EXCHANGE TRADED CONCEPTS, LLC59$2.0M0.00%Share
15Hilton Head Capital Partners, LLC202$8K0.00%Share
16CIBC Private Wealth Group LLC5$00.00%Share
17GTS SECURITIES LLC15,513$00.00%Share
18Kestra Advisory Services, LLC2,783$00.00%Share
19AlphaCore Capital LLC8,950$00.00%Share
20MORGAN STANLEY1$00.00%Share
21CoreCap Advisors, LLC25$00.00%Share

MSTB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202521$32.7B+9
Q3 202512$101.9B-8
Q2 202520$112.6B+2
Q1 202518$102.3B+2
Q4 202416$3.5T+1
Q3 202415$4.5T-1
Q2 202416$5.5T+3
Q1 202413$4.3T—

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As of Q4 2025, 21 institutional investors hold MSTB (LHA Market State Tactical Beta ETF). The largest holder is MILESTONE ASSET MANAGEMENT, LLC with $12.9B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own MSTB?

As of Q4 2025, 21 institutional investors report holding MSTB (LHA Market State Tactical Beta ETF) in their 13F filings.

Who is the largest institutional holder of MSTB?

The largest institutional holder of MSTB is MILESTONE ASSET MANAGEMENT, LLC with $12.9B in shares.

Is institutional ownership of MSTB increasing or decreasing?

This quarter, 11 institutions opened new positions in MSTB and 2 closed their positions.