Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ETF Ser Solutions (MSTB)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
44%

Smart Money Signals — MSTB

Based on 19 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MSTB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
19 funds currently hold this stock — 90% of the 3.0-year high of 21 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 44% buying

8 buying10 selling
Last quarter: 10 funds reduced or exited vs 8 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 3 → 5 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 21% medium ■ 21% new
11 out of 19 hedge funds have held MSTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~2 new funds/quarter

2 → 4 → 3 → 5 → 2 new funds/Q
New funds entering each quarter: 4 → 3 → 5 → 2. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 68% veterans vs 21% newcomers

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Entry-cohort mix of 19 holders: 13 (68%) are 2+ year veterans, 2 entered 1–2 years ago, and 4 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
2 of 19 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 — MSTB

In 2026 Q1, 8 hedge funds were net buyers of MSTB (2 opened a new position, 6 added to an existing one), while 10 reduced or exited (6 trimmed, 4 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 19.

Hedge Fund Ownership: MSTB

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

Market Analysis: MSTB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MSTB

-- --

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

Is It Too Late to Buy ETF Ser Solutions (MSTB) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MSTB 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 · 86d ago
MSTB
+9.8%
SPY
+13.0%

MSTB outperformed SPY by -3.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 41d ago
MSTB
-1.8%
SPY
-0.5%

Since the filing became public, MSTB outperformed SPY by -1.3% .

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.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: MSTB
19 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 19 21 -9.52%
13F Shares 3M 3M 1.37%
Total Value $104M $107M -2.76%
New Positions 2 5 -3
Increased Positions 6 6 -
Closed Positions 4 2 +2
Reduced Positions 6 6 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MSTB

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)

19 + investors

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

QUARTER:
Top 19 MSTB holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Uniting Wealth Partners, LLC 1.49% 182,963 $7.0M
2 Milestone Asset Management, LLC 1.28% 181,745 $7.0M
3 Forefront Wealth Partners, LLC 0.94% 58,532 $2.2M
4 Brookstone Capital Management 0.52% 1,191,376 $45.6M
5 Palumbo Wealth Management LLC 0.43% 46,077 $1.8M
6 CreativeOne Wealth, LLC 0.20% 220,538 $8.4M
7 Sigma Planning Corp 0.17% 158,075 $6.1M
8 Indiana Trust & Investment Management Co 0.12% 10,000 $383K
9 Gts Securities LLC 0.02% 16,090 $616K
10 Cetera Investment Advisers 0.02% 439,242 $16.8M
11 Mutual Advisors, LLC 0.02% 21,230 $813K
12 AlphaCore Capital LLC 0.01% 8,950 $343K
13 Hilton Head Capital Partners, LLC 0.00% 202 $8K
14 HighTower Advisors, LLC 0.00% 53,957 $2.1M
15 Wealth Enhancement Advisory Services, LLC 0.00% 22,435 $868K
16 Envestnet Asset Management Inc 0.00% 113,577 $4.3M
17 CoreCap Advisors, LLC 0.00% 25 —
18 Morgan Stanley 0.00% 2,450 $94K
19 IFP Advisors, Inc 0.00% 1 —
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 — ETF Ser Solutions (MSTB)

What does the Smart Money Trend signal show for MSTB?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MSTB positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MSTB?

More sellers than buyers — 44% buying: Last quarter: 10 funds reduced or exited vs 8 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MSTB holders?

Smaller funds dominant — 4% AUM from top-100: 2 of 19 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MSTB?

58% of holders stayed for 2+ years: 11 out of 19 hedge funds have held MSTB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy ETF Ser Solutions (MSTB) following the 2026 Q1 hedge fund 13F filings?

As of today, MSTB has moved -1.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.5% for the SPY sector ETF — an outperformance of -1.3%. Since the quarter end (March 31, 2026), MSTB has gained +9.8% vs +13.0% 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 →