VALUED ADVISERS TR (MBSF): Institutional Ownership
Hedge funds and institutional managers reporting a position in MBSF. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.
Reported Holders
1
13F filers
Aggregate Value
$329K
Across holders
Last Price
$25.66
2026-06-26
Sector
GICS
Holder activity0 new0 added1 reduced
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 13K | $329K | 100.0% | 0.0% | Reduced | $-419K | Q4 2025 |