Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Valued Advisers Tr (MBSF)

58 + Investors. Track Smart Money conviction in MBSF. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +8
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — MBSF

Based on 58 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MBSF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
58 hedge funds hold MBSF right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +45% more funds vs a year ago

fund count last 6Q
+18 new funds entered over the past year (+45% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 65% buying

40 buying22 selling
Last quarter: 40 funds were net buyers (17 opened a brand new position + 23 added to an existing one). Only 22 were sellers (13 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 3 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 43% entered in last year

■ 14% conviction (2yr+) ■ 43% medium ■ 43% new
Only 8 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
🚀

Acceleration phase — new buyers rushing in

12 → 14 → 3 → 12 → 17 new funds/Q
New funds entering each quarter: 14 → 3 → 12 → 17. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 2% veterans, 48% new entrants

■ 2% veterans ■ 50% 1-2yr ■ 48% new
Of 58 current holders: 1 (2%) held 2+ years, 29 held 1–2 years, 28 (48%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
4 of 58 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MBSF

In 2026 Q1, 40 hedge funds were net buyers of MBSF (17 opened a new position, 23 added to an existing one), while 22 reduced or exited (13 trimmed, 9 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 58.

Hedge Fund Ownership: MBSF

How many hedge funds hold MBSF — quarterly history vs. share price
Quarterly hedge fund ownership of MBSF vs. share price

Market Analysis: MBSF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MBSF

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Valued Advisers Tr (MBSF) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MBSF has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
MBSF
nan%
SPY
+15.1%

MBSF outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MBSF
nan%
SPY
+1.3%

Since the filing became public, MBSF outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 4 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: MBSF
58 + Investors

Track Smart Money conviction in MBSF. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 58 50 16.0%
13F Shares 5M 5M 4.17%
Total Value $128M $128M 0.71%
New Positions 17 12 +5
Increased Positions 23 18 +5
Closed Positions 9 3 +6
Reduced Positions 13 14 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MBSF

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

58 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MBSF. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MBSF holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Castleview Partners, LLC 12.91% 987,316 $25.2M
2 CWC Advisors, LLC. 2.48% 204,614 $5.2M
3 Auour Investments LLC 2.46% 306,652 $7.8M
4 Sterneck Capital Management, LLC 2.31% 201,829 $5.1M
5 Camarda Financial Advisors, LLC 1.61% 119,573 $3.1M
6 Balefire, LLC 1.47% 306,739 $7.8M
7 WESPAC Advisors, LLC 1.03% 74,026 $1.9M
8 BlackDiamond Wealth Management, LLC 0.98% 79,857 $2.0M
9 Biltmore Family Office, LLC 0.94% 264,127 $6.7M
10 Acorn Wealth Advisors, LLC 0.83% 112,102 $2.9M
11 Creative Financial Designs Inc /Adv 0.54% 349,594 $8.9M
12 Commerce Advisors, LLC 0.51% 23,612 $602K
13 WealthPLAN Partners, LLC 0.42% 85,179 $2.2M
14 Lane Brothers & Co Inc 0.37% 19,668 $502K
15 United Asset Strategies, Inc. 0.36% 179,090 $4.6M
16 Bison Wealth, LLC 0.29% 116,384 $3.0M
17 Beam Wealth Advisors, INC. 0.27% 42,021 $1.1M
18 Diesslin Group, Inc. 0.23% 20,089 $512K
19 J2 Capital Management Inc 0.18% 10,273 $262K
20 WealthPlan Investment Management, LLC 0.18% 123,803 $3.2M
21 Trust Co of Toledo NA /Oh/ 0.11% 46,093 $1.2M
22 Hbw Advisory Services LLC 0.10% 37,500 $957K
23 Global View Capital Management LLC 0.10% 14,640 $373K
24 Apollon Wealth Management, LLC 0.07% 167,488 $4.3M
25 TCP Asset Management, LLC 0.05% 16,254 $415K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Valued Advisers Tr (MBSF)

What does the Smart Money Trend signal show for MBSF?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MBSF than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MBSF?

More buyers than sellers — 65% buying: Last quarter: 40 funds were net buyers (17 opened a brand new position + 23 added to an existing one). Only 22 were sellers (13 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MBSF holders?

Smaller funds dominant — 8% AUM from top-100: 4 of 58 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MBSF?

Mostly new holders — 43% entered in last year: Only 8 funds (14%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Valued Advisers Tr (MBSF) following the 2026 Q1 hedge fund 13F filings?

As of today, MBSF has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MBSF has gained nan% vs +15.1% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →