VALUED ADVISERS TR

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MBSF·92046L338·US·etf·Unknown - Unknown

REGAN FLTG RATE

MBSF (VALUED ADVISERS TR) is held by 16 institutional investors as of Q1 2026. Largest holders: ROYAL BANK OF CANADA ($6.4M), State of New Jersey Common Pension Fund D ($5.1M), EXCHANGE TRADED CONCEPTS, LLC ($4.3M). Net institutional sentiment: Bullish.

16

Holders

Avg rating(2 Elite)

$25.4M

Total Value

71% (20)

Fund Consensus

12 buying - 5 selling

Smart Money Verdict

View all

58Mixed MomentumSingle Source

Institutional (13F)58

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how MBSF's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

8

★★★★

Strong

8

★★★

Solid

2

★★

Below

0

★

Weak

Held by 16 funds

2 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (16)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ROYAL BANK OF CANADA	Increased	249,169(+199.8%)	$6.4M	0.0%	+0.09%	44
State of New Jersey Common Pension Fund D	Unchanged	200,000	$5.1M	0.0%	+3.59%	0
EXCHANGE TRADED CONCEPTS, LLC	Unchanged	168,457	$4.3M	0.0%	+5.74%	0
LPL Financial LLC	Increased	94,812(+291.1%)	$2.4M	0.0%	+0.04%	42
OPOrion Porfolio Solutions, LLC	Decreased	78,836(-1.8%)	$2M	0.0%	+6.41%	0
STIFEL FINANCIAL CORP	New	57,500	$1.5M	0.0%	-0.12%	35
GOLDMAN SACHS GROUP INC	Unchanged	54,875	$1.4M	0.0%	+0.51%	0
Sanctuary Advisors, LLC	Increased	26,536(+22.4%)	$676,933	0.0%	+4.69%	30
MAI Capital Management	New	17,645	$450,124	0.0%	-0.12%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	15,521	$395,941	0.0%	-0.12%	36
OSAIC HOLDINGS, INC.	Increased	9,525(+14.0%)	$242,973	0.0%	+2.78%	26
RAYMOND JAMES FINANCIAL INC	New	8,142	$207,702	0.0%	-0.12%	32
Dynasty Wealth Management, LLC	New	8,000	$204,080	0.0%	-0.12%	32
NewEdge Advisors, LLC	Increased	92,877(+29.9%)	$92,877	0.0%	+3.03%	27
Farther Finance Advisors, LLC	New	1,245	$31,860	0.0%	-0.12%	27
BlackRock, Inc.	New	100	$2,551	0.0%	-0.12%	19
UBS Group AG	Exited	0(-100.0%)	$8,565	0.0%	+0.63%	0
CITADEL ADVISORS LLC	Exited	0(-100.0%)	$329,459	0.0%	+4.12%	0
EP Wealth Advisors, LLC	Exited	0(-100.0%)	$215,442	0.0%	+3.71%	0
TRUIST FINANCIAL CORP	Exited	0(-100.0%)	$534,438	0.0%	+3.43%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer