Valued Advisers Tr (MBSF) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Valued Advisers Tr (MBSF) following the 2026 Q2 hedge fund 13F filings?

As of today, MBSF has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (June 30, 2026), MBSF gained -0.1% vs +3.3% 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.

Valued Advisers Tr (MBSF)

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

Smart Money Signals — MBSF

Based on 70 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 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

70 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 — +46% more funds vs a year ago

fund count last 6Q

+22 new funds entered over the past year (+46% 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 — 67% buying

49 buying24 selling

Last quarter: 49 funds were net buyers (19 opened a brand new position + 30 added to an existing one). Only 24 were sellers (17 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~19 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 3 → 13 → 17 → 19. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔄

Mostly new holders — 47% entered in last year

■ 17% conviction (2yr+) ■ 36% medium ■ 47% new

Only 12 funds (17%) 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

14 → 3 → 13 → 17 → 19 new funds/Q

New funds entering each quarter: 3 → 13 → 17 → 19. 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 — 13% veterans, 53% new entrants

■ 13% veterans ■ 34% 1-2yr ■ 53% new

Of 70 current holders: 9 (13%) held 2+ years, 24 held 1–2 years, 37 (53%) 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

7 of 70 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.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	70	58	20.69%
13F Shares	6M	5M	17.32%
Total Value	$155M	$128M	20.46%
New Positions	19	17	+2
Increased Positions	30	23	+7
Closed Positions	7	9	-2
Reduced Positions	17	13	+4
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

20.69%

13F Shares

17.32%

Total Value

$155M

$128M

20.46%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

70 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MBSF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Castleview Partners, LLC	11.16%	988,999	$25.4M
2	Auour Investments LLC	2.51%	340,554	$8.7M
3	CWC Advisors, LLC.	2.41%	211,437	$5.4M
4	Sterneck Capital Management, LLC	2.26%	205,476	$5.3M
5	BlackDiamond Wealth Management, LLC	1.01%	97,787	$2.5M
6	Camarda Financial Advisors, LLC	0.96%	123,227	$3.2M
7	WESPAC Advisors, LLC	0.95%	75,859	$1.9M
8	Biltmore Family Office, LLC	0.85%	251,828	$6.5M
9	Acorn Wealth Advisors, LLC	0.79%	125,594	$3.2M
10	United Asset Strategies, Inc.	0.77%	424,493	$10.9M
11	Balefire, LLC	0.71%	170,092	$4.4M
12	Creative Financial Designs Inc /Adv	0.55%	452,508	$11.6M
13	Commerce Advisors, LLC	0.37%	26,537	$681K
14	Bison Wealth, LLC	0.28%	118,810	$3.0M
15	Beam Wealth Advisors, INC.	0.27%	42,021	$1.1M
16	WealthPLAN Partners, LLC	0.26%	53,864	$1.4M
17	Lane Brothers & Co Inc	0.25%	14,725	$378K
18	R2 Capital Strategies, LLC	0.23%	19,897	$511K
19	Diesslin Group, Inc.	0.20%	20,101	$516K
20	J2 Capital Management Inc	0.18%	10,273	$264K
21	Trust Co of Toledo NA /Oh/	0.15%	72,006	$1.8M
22	WealthPlan Investment Management, LLC	0.13%	98,427	$2.5M
23	Trivium Point Advisory, LLC	0.08%	32,769	$841K
24	Global View Capital Management LLC	0.08%	14,356	$369K
25	Hbw Advisory Services LLC	0.06%	27,204	$698K

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 — 3 quarters in a row: For 3 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 — 67% buying: Last quarter: 49 funds were net buyers (19 opened a brand new position + 30 added to an existing one). Only 24 were sellers (17 trimmed + 7 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: 7 of 70 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 — 47% entered in last year: Only 12 funds (17%) 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 Q2 hedge fund 13F filings?

As of today, MBSF has moved +0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (June 30, 2026), MBSF has gained -0.1% vs +3.3% 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.

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Valued Advisers Tr (MBSF)

Smart Money Signals — MBSF

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +46% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~19 new funds per quarter

Mostly new holders — 47% entered in last year

Acceleration phase — new buyers rushing in

Mixed cohorts — 13% veterans, 53% new entrants

Smaller funds dominant — 8% AUM from top-100

Institutional Sentiment Summary — MBSF

Hedge Fund Ownership: MBSF

Market Analysis: MBSF

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MBSF

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

Hedge Fund Positioning: MBSF

Statistics: MBSF

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Valued Advisers Tr (MBSF)

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