VALUED ADVISERS TR (MBSF) is held by 19 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is State of New Jersey Common Pension Fund D as of Q2 2026.

Are institutions buying or selling MBSF?

In Q2 2026, 14 institutions opened or increased positions in VALUED ADVISERS TR while 7 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on MBSF?

HoldingsIntel scores VALUED ADVISERS TR across four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) — with 1 of the 4 carrying data for MBSF. In Q2 2026, the institutional leg showed net inflows: 14 buying versus 7 selling.

How many hedge funds hold MBSF?

19 institutional investors report holding VALUED ADVISERS TR (MBSF) as of Q2 2026, based on SEC 13F filings.

Is institutional money flowing into MBSF?

As of Q2 2026, tracked institutions in VALUED ADVISERS TR show 14 buyers versus 7 sellers — net inflows.

VALUED ADVISERS TR

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

Holders

$38.9M

Total Value

67% (21)

Consensus

14 buying - 7 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 19 funds

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MBSF.

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
State of New Jersey Common Pension Fund D	Increased	600,000(+200.0%)	$15.4M	0.1%	+2.27%	45
ROYAL BANK OF CANADA	Decreased	241,251(-3.2%)	$6.2M	0.0%	+2.42%	0
EXCHANGE TRADED CONCEPTS, LLC	Decreased	155,652(-7.6%)	$4M	0.0%	+8.60%	0
NewEdge Advisors, LLC	Increased	101,884(+9.7%)	$2.6M	0.0%	+5.04%	29
LPL Financial LLC	Increased	98,625(+4.0%)	$2.5M	0.0%	+2.31%	27
OPOrion Porfolio Solutions, LLC	Increased	82,617(+4.8%)	$2.1M	0.0%	+8.34%	27
STIFEL FINANCIAL CORP	Increased	60,078(+4.5%)	$1.5M	0.0%	+2.19%	27
MAI Capital Management	Increased	49,796(+182.2%)	$1.3M	0.0%	+1.17%	41
GOLDMAN SACHS GROUP INC	Decreased	43,612(-20.5%)	$1.1M	0.0%	+2.71%	0
CITADEL ADVISORS LLC	New	22,812	$585,698	0.0%	+0.58%	34
Sanctuary Advisors, LLC	Decreased	21,127(-20.4%)	$542,436	0.0%	+6.36%	0
OSAIC HOLDINGS, INC.	Increased	11,608(+21.9%)	$298,043	0.0%	+4.20%	28
EP Wealth Advisors, LLC	New	8,401	$215,696	0.0%	+0.58%	32
JANE STREET GROUP, LLC	New	7,878	$202,268	0.0%	+0.58%	35
IWIntegrated Wealth Concepts LLC	New	3,988	$102,394	0.0%	+0.58%	30
WELLS FARGO & COMPANY/MN	New	2,525	$64,829	0.0%	+0.58%	32
Farther Finance Advisors, LLC	Unchanged	1,245	$31,965	0.0%	+2.27%	0
BlackRock, Inc.	Increased	1,116(+1016.0%)	$28,653	0.0%	+0.73%	21
HRT FINANCIAL LP	New	44,321	$1,137	0.0%	+0.58%	15
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Exited	0(-100.0%)	$395,941	0.0%	+1.68%	0

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MBSFVALUED ADVISERS TR

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer

VALUED ADVISERS TR

Smart Money Verdict

Who's Trading

Top Holders

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