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LPL Financial LLCMBMBSF
LPL Financial LLCMBMBSF3 quarters
Position history for LPL Financial LLC's holdings in VALUED ADVISERS TR
Yes. LPL Financial holds 98,625 shares of MBSF, worth $2.5M, as of its Q2 2026 13F filing. It increased the position by 3,813 shares (+4.0%) from Q1 2026. LPL Financial has held MBSF since Q4 2025, across 3 quarterly 13F filings.
Current Value
$2.5M
Current Shares
98,625
Total Value Change
+$1.9M
Total Shares Change
+74,385
Quarter-by-Quarter History
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