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HTUS CAPITOL SER TR

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HULL TACTICAL (fund)

26 managers (26 13F filers) reported a position in HTUS shares at 2025-03-31, 808,139 shares in all. 6 filers opened a position and 7 filers sold out during the quarter.

Managers
26
13F filers
26
New
6
Added
11
Reduced
2
Sold out
7
Shares held by filers
808,139

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC228,684$8.33M<0.01%+170,70313F-HRTimelineGroup
LPL Financial LLC144,134$5.25M<0.01%+12,81913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.57,766$2.1M0.02%-4,46713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,327$1.76M<0.01%+11,16413F-HRTimelineGroup
Cambridge Investment Research Advisors,…45,934$1.67M0.01%+7,93513F-HRTimeline
NIA IMPACT ADVISORS, LLC43,563$1.59M0.59%013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…37,827$1.38M0.12%+12,06313F-HRTimelineGroup
New Century Financial Group, LLC27,590$1.01M1.16%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,359$887K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC21,829$831K0.02%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.22,810$831K0.01%+14,07513F-HRTimeline
Western Wealth Management, LLC15,658$570K0.04%+2,07713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,682$535K0.01%new13F-HRTimelineGroup
Comprehensive Wealth Management, LLC13,652$497K0.35%+4,22813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,031$475K<0.01%new13F-HRTimelineGroup
PFG Investments, LLC10,215$372K0.02%+3,37513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,050$366K0.01%+1,32813F-HRTimelineGroup
Centric Wealth Management8,792$320K0.08%-5,83413F-HRTimeline
Caprock Group, LLC7,500$273K0.01%013F-HRTimeline
Private Advisor Group, LLC6,739$246K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.4,301$157K<0.01%+74613F-HRTimeline
Golden State Wealth Management, LLC259$9.44K<0.01%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA174$6K<0.01%013F-HR/ATimelineGroup
Transce3nd, LLC138$5.03K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.125$4.55K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.