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HTUS CAPITOL SER TR

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HULL TACTICAL (fund)

27 managers (27 13F filers) reported a position in HTUS shares at 2024-12-31, 620,865 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
27
13F filers
27
New
7
Added
7
Reduced
8
Sold out
4
Shares held by filers
620,865

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC131,315$5M<0.01%-373,39213F-HRTimeline
NAPA WEALTH MANAGEMENT67,722$2.58M1.11%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.62,233$2.37M0.02%-713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC57,981$2.21M<0.01%+16,52013F-HRTimelineGroup
NIA IMPACT ADVISORS, LLC43,563$1.66M0.54%013F-HRTimeline
Cambridge Investment Research Advisors,…37,999$1.45M<0.01%+6,46513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,163$1.41M<0.01%+18,63213F-HR/ATimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…25,764$981K0.08%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,829$831K0.02%-2,62713F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.19,903$758K0.04%new13F-HR/ATimelineGroup
Belpointe Asset Management LLC16,999$736K0.04%-1013F-HRTimeline
SeaCrest Wealth Management, LLC16,012$610K0.06%+6,03613F-HRTimeline
Centric Wealth Management14,626$557K0.15%-1,96513F-HRTimeline
Western Wealth Management, LLC13,581$517K0.03%-2,33713F-HR/ATimeline
Comprehensive Wealth Management, LLC9,424$359K0.27%+1,23613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,735$333K<0.01%+64413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,722$332K0.01%-10413F-HRTimelineGroup
Caprock Group, LLC7,500$286K0.01%013F-HRTimeline
PFG Investments, LLC6,840$260K0.02%+18213F-HRTimeline
Private Advisor Group, LLC6,739$257K<0.01%-55513F-HRTimeline
Geneos Wealth Management Inc.3,555$135K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,210$84.1K<0.01%new13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA174$7K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC138$5.25K<0.01%13F-HRTimeline
ALBION FINANCIAL GROUP /UT73$2.78K<0.01%new13F-HRTimeline
Caitlin John, LLC65$2.48K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.