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HTUS CAPITOL SER TR

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HULL TACTICAL (fund)

28 managers (28 13F filers) reported a position in HTUS shares at 2025-06-30, 882,556 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
28
13F filers
28
New
7
Added
8
Reduced
8
Sold out
4
Shares held by filers
882,556

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC258,081$10.3M<0.01%+113,94713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC192,714$7.69M<0.01%-35,97013F-HRTimelineGroup
New Century Financial Group, LLC54,183$2.16M2.54%+26,59313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,246$2.05M0.02%-6,52013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,146$1.96M<0.01%+81913F-HR/ATimelineGroup
NIA IMPACT ADVISORS, LLC43,563$1.74M0.6%013F-HRTimeline
Cambridge Investment Research Advisors,…42,206$1.69M0.01%-3,72813F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…37,113$1.48M0.11%-71413F-HRTimelineGroup
Comprehensive Wealth Management, LLC28,309$1.13M0.91%+14,65713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.23,275$929K0.01%+46513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20,201$806K0.02%-1,62813F-HRTimelineGroup
GTS SECURITIES LLC17,339$692K0.03%new13F-HRTimeline
Western Wealth Management, LLC15,172$606K0.04%-48613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…14,921$596K0.01%+23913F-HRTimelineGroup
PFG Investments, LLC9,894$395K0.02%-32113F-HRTimeline
Centric Wealth Management8,809$360K0.09%+1713F-HRTimeline
IHT Wealth Management, LLC5,610$224K0.01%new13F-HRTimeline
ARK & TLK INVESTMENTS, LLC5,033$201K0.06%new13F-HRTimeline
Geneos Wealth Management Inc.4,400$176K<0.01%+9913F-HRTimeline
Golden State Wealth Management, LLC259$10.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG252$10.1K<0.01%new13F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY227$9.06K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA174$7K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.125$4.99K<0.01%013F-HRTimeline
Transce3nd, LLC123$4.91K<0.01%-1513F-HRTimeline
NewEdge Advisors, LLC100$3.99K<0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/81$3.23K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.