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MBSFMBSF
3 quarters

Position history for LPL Financial LLCLPL Financial LLC's holdings in VALUED ADVISERS TR

LPL Financial LLC holds 98,625 shares of MBSF (VALUED ADVISERS TR), worth $2.5M as of 2026-Q2. The position was increased (+4.0% shares). MBSF represents 0.0% of LPL Financial LLC's portfolio.

Current Value

$2.5M

Current Shares

98,625

Total Value Change

+$1.9M

Total Shares Change

+74,385

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
98,625
+4.0%
$2.5M0.0%$25.58
27
2026-Q1
Increased
94,812
+291.1%
$2.4M0.0%$25.16
42
2025-Q4
New
24,240
-
$621,6350.0%$25.05
34

Other major holders of MBSF: State of New Jersey Common Pension Fund D, Orion Porfolio Solutions, LLC, ROYAL BANK OF CANADA, EXCHANGE TRADED CONCEPTS, LLC

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