11 institutions reported holding $66.7M of LHA Market State Tactical Beta ETF (MSTB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Brookstone Capital Management ($51.2M), MILESTONE ASSET MANAGEMENT, LLC ($8.0M), ENVESTNET ASSET MANAGEMENT INC ($4.7M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($1.2M), Cambridge Investment Research Advisors, Inc. ($580,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Brookstone Capital Management | $51.2M | 1.2M | Added |
| 2 | MILESTONE ASSET MANAGEMENT, LLC | $8.0M | 186,273 | Added |
| 3 | ENVESTNET ASSET MANAGEMENT INC | $4.7M | 108,994 | Trimmed |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.2M | 28,282 | Added |
| 5 | Cambridge Investment Research Advisors, Inc. | $580,000 | 13,526 | New |
| 6 | Reyes Financial Architecture, Inc. | $547,821 | 12,773 | New |
| 7 | Indiana Trust & Investment Management Co | $428,890 | 10,000 | Hold |
| 8 | AE Wealth Management LLC | $49,068 | 1,144 | New |
| 9 | CoreCap Advisors, LLC | $1,072 | 25 | Hold |
| 10 | IFP Advisors, Inc | $43 | 1 | Hold |
| 11 | Hilton Head Capital Partners, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30