Who Owns ETF SER SOLUTIONS (MSTB)? -- Institutional Holders (2026-03-31)

52 institutions reported holding $122.4M of ETF SER SOLUTIONS (MSTB) in SEC 13F filings for 2026-03-31. Largest institutional holders: Brookstone Capital Management ($45.6M), Cetera Investment Advisers ($16.8M), Williams Jones Wealth Management, LLC. ($8.7M), CreativeOne Wealth, LLC ($8.4M), Uniting Wealth Partners, LLC ($7.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Brookstone Capital Management$45.6M1.2MAdded
2Cetera Investment Advisers$16.8M439,242Added
3Williams Jones Wealth Management, LLC.$8.7M340,150Added
4CreativeOne Wealth, LLC$8.4M220,538Trimmed
5Uniting Wealth Partners, LLC$7.0M182,963New
6MILESTONE ASSET MANAGEMENT, LLC$7.0M181,745Trimmed
7Sigma Planning Corp$6.1M158,075Added
8ENVESTNET ASSET MANAGEMENT INC$4.3M113,577Trimmed
9Forefront Wealth Partners, LLC$2.2M58,532Added
10HighTower Advisors, LLC$2.1M53,957Trimmed
11JANE STREET GROUP, LLC$1.8M69,534Added
12Palumbo Wealth Management LLC$1.8M46,077Trimmed
13Advisory Services Network, LLC$1.7M67,194New
14Cambridge Investment Research Advisors, Inc.$883,00034,510New
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$867,56122,435Trimmed
16Mutual Advisors, LLC$813,11021,230Hold
17Integrated Wealth Concepts LLC$617,27233,709New
18GTS SECURITIES LLC$616,24716,090Added
19CITADEL ADVISORS LLC$531,06823,624New
20Bright Futures Wealth Management, LLC.$500,62619,571New
21Insight Advisors, LLC/ PA$462,35918,075New
22HRT FINANCIAL LP$447,00017,488New
23Tower Research Capital LLC (TRC)$438,11023,925New
24Orion Porfolio Solutions, LLC$401,27315,687New
25Vienna Asset Management LLC$392,47415,343New

Source: SEC Form 13F filings · as of 2026-03-31