DOSSIER · 13F Holders · Q2 2026
MSTB

ETF SER SOLUTIONS

27 institutions still hold ETF SER SOLUTIONS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 26922B105·27 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$121M
visible holders
Holders
27
filers reporting
Concentration
42.20%
Brookstone Capital Management #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported MSTB in Q2 2026. Brookstone Capital Management leads at 42.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Brookstone Capital Management
CIK 0001599584
$51M1.2M0.51%Q2 2026
02
Cetera Investment Advisers
CIK 0001666741
$19M450K0.02%Q2 2026
03
CreativeOne Wealth, LLC
CIK 0001739728
$9M205K0.19%Q2 2026
04
MILESTONE ASSET MANAGEMENT, LLC
CIK 0001964722
$8M186K1.26%Q2 2026
05
Uniting Wealth Partners, LLC
CIK 0002056414
$8M185K1.61%Q2 2026
06
Sigma Planning Corp
CIK 0001449126
$7M158K0.17%Q2 2026
07
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M109K0.00%Q2 2026
08
Forefront Wealth Partners, LLC
CIK 0002068112
$5M109K1.44%Q2 2026
09
HighTower Advisors, LLC
CIK 0001462245
$2M54K0.00%Q2 2026
10
Palumbo Wealth Management LLC
CIK 0001846310
$2M46K0.41%Q2 2026
11
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$1M28K0.00%Q2 2026
12
Coppell Advisory Solutions LLC
CIK 0001848433
$1M4370.08%Q2 2026
13
Mutual Advisors, LLC
CIK 0001694080
$813K21K0.02%Q1 2026
14
OLD MISSION CAPITAL LLC
CIK 0001455915
$687K16K0.01%Q2 2026
15
Reyes Financial Architecture, Inc.
CIK 0002047201
$548K13K0.31%Q2 2026
16
Indiana Trust & Investment Management Co
CIK 0001356407
$429K10K0.12%Q2 2026
17
AlphaCore Capital LLC
CIK 0001713662
$384K9K0.01%Q2 2026
18
BANK OF AMERICA CORP /DE/
CIK 0000070858
$365K9K0.00%Q2 2026
19
GTS SECURITIES LLC
CIK 0001452765· Market maker
$236K5K0.01%Q2 2026
20
Plante Moran Financial Advisors, LLC
CIK 0001424717
$70K2K0.00%Q2 2026
Page 1 of 2
7 more holders available. Log in →