Hull Tactical US ETFHTUSETF

13F holders, Q2 2024 (June 30)
18holders +1
3new positions
1sold out
$41.41avg. 13F price*

At the end of Q2 2024, 18 institutions reported holding Hull Tactical US ETF (HTUS) in their 13F filings, up 1 from Q1 2024. 3 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($14.6M), Envestnet Asset Management Inc. ($4.3M) and New Century Financial Group, LLC ($2.9M).

Company
Hull Tactical US ETF
Filed as
CAPITOL SER TR (Q2 2024)
CUSIP
14064D519
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 17Q1 2024Q2 2024: 18Q2 2024Q3 2024: 22Q3 2024Q4 2024: 26Q4 2024Q1 2025: 25Q1 2025Q2 2025: 27Q2 2025Q3 2025: 29Q3 2025Q4 2025: 30Q4 2025Q1 2026: 26Q1 2026Q2 2026: 27Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions3$3.5M
Exits1$248K

All 13F filers, Q1 2024 → Q2 2024: 473,973 shares bought and 12,605 shares sold, net +461,368 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 18 holders

LPL Financial LLC 0.01% Add +387.3% 352,705 $14.6M
Envestnet Asset Management Inc. 0.00% Add +631.4% 102,876 $4.3M
New Century Financial Group, LLC 1.22% New 69,201 $2.9M
Equitable Holdings, Inc. 0.03% Reduce -5.5% 58,904 $2.4M
Nia Impact Advisors, LLC 0.65% No change 43,563 $1.8M
Cambridge Investment Research Advisors, Inc. 0.00% Add +2.8% 29,490 $1.2M
Principal Securities, Inc. 0.02% Add +335.3% 18,925 $784K
Western Wealth Management, LLC 0.05% Reduce -4.0% 15,701 $650K
Osaic Holdings, Inc. 0.00% Add +17.7% 13,210 $547K
Centric Wealth Management 0.10% Reduce -19.7% 8,271 $342K
Comprehensive Wealth Management, LLC 0.24% New 7,834 $324K
Caprock Group, LLC 0.01% New 7,500 $311K
Private Advisor Group, LLC 0.00% Add +34.8% 7,294 $302K
PFG Investments, LLC 0.02% Add +17.5% 6,845 $283K
Cetera Investment Advisers 0.00% Reduce -4.8% 5,079 $210K
Royal Bank of Canada 0.00% Add +27.1% 192 $8K
Caitlin John, LLC 0.00% No change 65 $3K
UBS Group AG 0.00% Reduce -90.1% 7 $290

"% of holder's portfolio" is HTUS's weight in each manager's 13F, not the share of Hull Tactical US ETF the manager owns.