VALUED ADVISERS TR (MBSF) is held by 16 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is ROYAL BANK OF CANADA as of Q1 2026.

Are institutions buying or selling MBSF?

In Q1 2026, 12 institutions opened or increased positions in VALUED ADVISERS TR while 5 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on MBSF?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for VALUED ADVISERS TR.

How many hedge funds hold MBSF?

16 institutional investors report holding VALUED ADVISERS TR (MBSF) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into MBSF?

As of Q1 2026, tracked institutions in VALUED ADVISERS TR show 12 buyers versus 5 sellers — net inflows.

VALUED ADVISERS TR

MBSF·92046L338·US·ETF·Unknown - Unknown

Holders

Avg rating(6 Elite)

$27.6M

Total Value

71% (20)

Fund Consensus

12 buying - 5 selling

No verdict yet — fewer than 2 funds hold MBSF.

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

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
ROYAL BANK OF CANADA	Increased	249,169(+199.8%)	$6.4M	0.0%	+0.21%	44
State of New Jersey Common Pension Fund D	Unchanged	200,000	$5.1M	0.0%	+3.71%	0
EXCHANGE TRADED CONCEPTS, LLC	Unchanged	168,457	$4.3M	0.0%	+5.86%	0
LPL Financial LLC	Increased	94,812(+291.1%)	$2.4M	0.0%	+0.16%	42
NewEdge Advisors, LLC	Increased	92,877(+29.9%)	$2.4M	0.0%	+3.15%	33
OPOrion Porfolio Solutions, LLC	Decreased	78,836(-1.8%)	$2M	0.0%	+6.53%	0
STIFEL FINANCIAL CORP	New	57,500	$1.5M	0.0%	0.00%	35
GOLDMAN SACHS GROUP INC	Unchanged	54,875	$1.4M	0.0%	+0.63%	0
Sanctuary Advisors, LLC	Increased	26,536(+22.4%)	$676,933	0.0%	+4.81%	30
MAI Capital Management	New	17,645	$450,124	0.0%	0.00%	33
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	15,521	$395,941	0.0%	0.00%	36
OSAIC HOLDINGS, INC.	Increased	9,525(+14.0%)	$242,973	0.0%	+2.90%	26
RAYMOND JAMES FINANCIAL INC	New	8,142	$207,702	0.0%	0.00%	32
Dynasty Wealth Management, LLC	New	8,000	$204,080	0.0%	0.00%	32
Farther Finance Advisors, LLC	New	1,245	$31,860	0.0%	0.00%	27
BlackRock, Inc.	New	100	$2,551	0.0%	0.00%	19
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
UBS Group AG	Exited	0(-100.0%)	$8,565	0.0%	+0.63%	0
TRUIST FINANCIAL CORP	Exited	0(-100.0%)	$534,438	0.0%	+3.43%	0