13FBOX
LHA MARKET STATE TACTICAL BETA ETF · 13F Institutional Holdings
Options Calculator Rankings
L

LHA MARKET STATE TACTICAL BETA ETF

MSTB
Institutions
27
Combined AUM (Q2 2026)
$119.6M
Combined Shares (Q2 2026)
2.8M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+79,046
15 · 10 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-32,534
8 · 1 Exit · ≈
⚖️ Net
+46,512
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$119.6M
Institutions
27
New Buys
10
Adds
5
Reduces
7
Exits
1
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Brookstone Capital Management
0.51%0.52%#4$51.2M1.2M$45.6M1.2M+3,281+0.28%Add
Cetera Investment Advisers
0.02%0.02%#11$19.3M449,651$16.8M439,242+10,409+2.37%Add
CreativeOne Wealth, LLC
0.19%0.2%#7$8.8M204,842$8.4M220,538-15,696-7.12%Reduce
MILESTONE ASSET MANAGEMENT, LLC
1.25%1.28%#2$8.0M186,273$7.0M181,745+4,528+2.49%Add
Uniting Wealth Partners, LLC
1.61%1.49%#1$8.0M185,415$7.0M182,963+2,452+1.34%Add
Sigma Planning Corp
0.17%0.17%#8$6.8M157,934$6.1M158,075-141-0.09%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#19$4.7M108,994$4.3M113,577-4,583-4.04%Reduce
HighTower Advisors, LLC
<0.01%<0.01%#17$2.3M53,737$2.1M53,957-220-0.41%Reduce
Forefront Wealth Partners, LLC
0.9%0.94%#3$2.2M58,532$2.2M58,53200.00%Unchanged
Palumbo Wealth Management LLC
0.41%0.43%#5$2.0M45,578$1.8M46,077-499-1.08%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#18$1.2M28,282$867,56122,435+5,847+26.06%Add
Coppell Advisory Solutions LLC
0.08%#10$1.0M437$00+437New Buy
Mutual Advisors, LLC
0.02%0.02%#12$884,83720,631$813,11021,230-599-2.82%Reduce
OLD MISSION CAPITAL LLC
0.01%#13$687,38216,027$00+16,027New Buy
Reyes Financial Architecture, Inc.
0.31%#6$547,82112,773$00+12,773New Buy
AlphaCore Capital LLC
0.01%0.01%#14$383,8578,950$342,7848,95000.00%Unchanged
Indiana Trust & Investment Management Co
0.13%0.12%#9$382,99910,000$382,99910,00000.00%Unchanged
BANK OF AMERICA CORP /DE/
<0.01%#23$365,1578,514$00+8,514New Buy
Cambridge Investment Research Advisors, Inc.
<0.01%#20$290,0586,763$00+6,763New Buy
GTS SECURITIES LLC
<0.01%0.02%#15$235,7185,496$616,24716,090-10,594-65.84%Reduce
JANE STREET GROUP, LLC
<0.01%#24$214,9175,011$00+5,011New Buy
Plante Moran Financial Advisors, LLC
<0.01%#16$69,5491,622$00+1,622New Buy
AE Wealth Management LLC
<0.01%#21$49,0681,144$00+1,144New Buy
WELLS FARGO & COMPANY/MN
<0.01%#25$10,165237$00+237New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#22$1,07225$9582500.00%Unchanged
MORGAN STANLEY
<0.01%#27$551$00+1New Buy
IFP Advisors, Inc
<0.01%<0.01%#26$431$38100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow