Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VALUED ADVISERS TR (MBSF)

48 + 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
↑ +9
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — MBSF

Based on 48 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
48 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 — +55% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+55% 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

30 buying16 selling
Last quarter: 30 funds were net buyers (12 opened a brand new position + 18 added to an existing one). Only 16 were sellers (13 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new MBSF position: 12 → 14 → 3 → 12. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 40% entered in last year

■ 2% conviction (2yr+) ■ 58% medium ■ 40% new
Only 1 funds (2%) 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.
⚠️

Saturation — most institutions already know this story

6 → 12 → 14 → 3 → 12 new funds/Q
New funds entering each quarter: 12 → 14 → 3 → 12. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 2% veterans, 50% new entrants

■ 2% veterans ■ 48% 1-2yr ■ 50% new
Of 48 current holders: 1 (2%) held 2+ years, 23 held 1–2 years, 24 (50%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
4 of 48 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

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.

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
2.9
/ 10
conviction
Hedge Fund Positioning: MBSF
2026 Q1 Stats Unlock in 15 days 48 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 48 39 23.08%
13F Shares 5M 5M 5.82%
Total Value $127M $119M 6.55%
New Positions 12 3 +9
Increased Positions 18 20 -2
Closed Positions 3 10 -7
Reduced Positions 13 13 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MBSF

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Valuation Measures Data as of: --

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Enterprise Value --
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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
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

48 + investors

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

Top 25 institutional holders of MBSF — 2025 Q4 · 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 WESPAC Advisors, LLC 1.03% 74,026 $1.9M
6 Acorn Wealth Advisors, LLC 0.83% 112,102 $2.9M
7 CREATIVE FINANCIAL DESIGNS INC /ADV 0.54% 349,594 $8.9M
8 WealthPLAN Partners, LLC 0.42% 85,179 $2.2M
9 United Asset Strategies, Inc. 0.36% 179,090 $4.6M
10 BEAM WEALTH ADVISORS, INC. 0.27% 42,021 $1.1M
11 Diesslin Group, Inc. 0.23% 20,089 $512K
12 J2 Capital Management Inc 0.18% 10,273 $262K
13 WealthPlan Investment Management, LLC 0.18% 123,803 $3.2M
14 Q3 Asset Management 0.12% 19,381 —
15 TRUST CO OF TOLEDO NA /OH/ 0.11% 46,093 $1.2M
16 HBW ADVISORY SERVICES LLC 0.10% 37,500 $957K
17 Global View Capital Management LLC 0.10% 14,640 $373K
18 Apollon Wealth Management, LLC 0.07% 167,488 $4.3M
19 TCP Asset Management, LLC 0.05% 16,254 $415K
20 Waterfront Wealth Inc. 0.05% 10,200 $260K
21 EXCHANGE TRADED CONCEPTS, LLC 0.03% 168,457 $4.3M
22 Dynamic Advisor Solutions LLC 0.03% 34,084 $869K
23 SILVER OAK SECURITIES, INCORPORATED 0.02% 13,074 $334K
24 OneAscent Financial Services LLC 0.02% 14,471 $369K
25 KINGSWOOD WEALTH ADVISORS, LLC 0.02% 15,008 $383K
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 — 1 quarter in a row: For 1 consecutive quarter, 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: 30 funds were net buyers (12 opened a brand new position + 18 added to an existing one). Only 16 were sellers (13 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MBSF holders?

Smaller funds dominant — 3% AUM from top-100: 4 of 48 holders rank in the top 100 by AUM, but together hold only 3% 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 — 40% entered in last year: Only 1 funds (2%) 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.

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.