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LHA Market State Tactical (MSTB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Brookstone Capital Management
DECREASED
Shares1,181,229 from 1,194,657
Change-13,428 (-1%)
Value$51.9M (+$689.2K)
Filed 2026-10-22
Uniting Wealth Partners, LLC
INCREASED
Shares187,252 from 185,415
Change+1,837 (+1%)
Value$8.2M (+$279.3K)
Filed 2026-11-06
Milestone Asset Management, LLC
DECREASED
Shares167,885 from 186,273
Change-18,388 (-10%)
Value$7.4M (-$608.8K)
Filed 2026-10-15
Sigma Planning Corp
DECREASED
Shares120,534 from 157,934
Change-37,400 (-24%)
Value$5.3M (-$1.5M)
Filed 2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares36,382 from 28,282
Change+8,100 (+29%)
Value$1.6M (+$390.3K)
Filed 2026-10-13
Reyes Financial Architecture, Inc.
INCREASED
Shares16,454 from 12,773
Change+3,681 (+29%)
Value$723.3K (+$175.5K)
Filed 2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$439.6K (+$10.7K)
Filed 2026-10-22
AlphaCore Capital LLC
DECREASED
Shares8,550 from 8,950
Change-400 (-4%)
Value$375.9K (-$8.0K)
Filed 2026-11-04
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares6,763 from 6,763
Change0 (0%)
Value$297.0K (+$7.0K)
Filed 2026-11-02
Creative Financial Designs Inc
NEW
Shares1,997
Change+1,997
Value$87.8K
Filed 2026-11-04
CoreCap Advisors, LLC
UNCHANGED
Shares25 from 25
Change0 (0%)
Value$1.1K (+$27)
Filed 2026-10-08
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 1,622
Change-1,622 (-100%)
Value$0 (-$69.5K)
Filed 2026-11-04
IFP Advisors, Inc
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 (-$43)
Filed 2026-10-16
Cetera Investment Advisers
N/A
Shares— from 449,651
Change-449,651 (-100%)
Value—
CreativeOne Wealth, LLC
N/A
Shares— from 204,842
Change-204,842 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 108,994
Change-108,994 (-100%)
Value—
Forefront Wealth Partners, LLC
N/A
Shares— from 108,681
Change-108,681 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 53,737
Change-53,737 (-100%)
Value—
Palumbo Wealth Management LLC
N/A
Shares— from 45,578
Change-45,578 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 20,631
Change-20,631 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 16,027
Change-16,027 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 8,514
Change-8,514 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 5,496
Change-5,496 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 5,011
Change-5,011 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 1,144
Change-1,144 (-100%)
Value—
Coppell Advisory Solutions LLC
N/A
Shares— from 437
Change-437 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 237
Change-237 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Brookstone Capital Management
DECREASED1,181,2291,194,657-13,428-1%$51.2M$51.9M+$689.2K2026-10-22
Uniting Wealth Partners, LLC
INCREASED187,252185,415+1,837+1%$8.0M$8.2M+$279.3K2026-11-06
Milestone Asset Management, LLC
DECREASED167,885186,273-18,388-10%$8.0M$7.4M-$608.8K2026-10-15
Sigma Planning Corp
DECREASED120,534157,934-37,400-24%$6.8M$5.3M-$1.5M2026-10-23
Wealth Enhancement Advisory Services, LLC
INCREASED36,38228,282+8,100+29%$1.2M$1.6M+$390.3K2026-10-13
Reyes Financial Architecture, Inc.
INCREASED16,45412,773+3,681+29%$547.8K$723.3K+$175.5K2026-10-22
Indiana Trust & Investment Management Co
UNCHANGED10,00010,00000%$428.9K$439.6K+$10.7K2026-10-22
AlphaCore Capital LLC
DECREASED8,5508,950-400-4%$383.9K$375.9K-$8.0K2026-11-04
Cambridge Investment Research Advisors, Inc.
UNCHANGED6,7636,76300%$290.0K$297.0K+$7.0K2026-11-02
Creative Financial Designs Inc
NEW1,997—+1,997——$87.8K—2026-11-04
CoreCap Advisors, LLC
UNCHANGED252500%$1.1K$1.1K+$272026-10-08
Plante Moran Financial Advisors, LLC
CLOSED01,622-1,622-100%$69.5K$0-$69.5K2026-11-04
IFP Advisors, Inc
CLOSED01-1-100%$43$0-$432026-10-16
Cetera Investment Advisers
N/A—449,651-449,651-100%$19.3M———
CreativeOne Wealth, LLC
N/A—204,842-204,842-100%$8.8M———
Envestnet Asset Management Inc
N/A—108,994-108,994-100%$4.7M———
Forefront Wealth Partners, LLC
N/A—108,681-108,681-100%$4.7M———
HighTower Advisors, LLC
N/A—53,737-53,737-100%$2.3M———
Palumbo Wealth Management LLC
N/A—45,578-45,578-100%$2.0M———
Mutual Advisors, LLC
N/A—20,631-20,631-100%$884.8K———
Old Mission Capital LLC
N/A—16,027-16,027-100%$687.4K———
Bank of America Corp
N/A—8,514-8,514-100%$365.2K———
GTS Securities LLC
N/A—5,496-5,496-100%$235.7K———
Jane Street Group, LLC
N/A—5,011-5,011-100%$214.9K———
AE Wealth Management LLC
N/A—1,144-1,144-100%$49.1K———
Coppell Advisory Solutions LLC
N/A—437-437-100%$1.0M———
Wells Fargo & Company
N/A—237-237-100%$10.2K———
Morgan Stanley
N/A—1-1-100%$55———
Showing 28 of 28 institutions