Hull Tactical US ETFHTUSETF
13F holders, Q4 2024 (December 31)26holders +4
7new positions
4sold out
$38.21avg. 13F price*
At the end of Q4 2024, 26 institutions reported holding Hull Tactical US ETF (HTUS) in their 13F filings, up 4 from Q3 2024. 7 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($5.0M), Napa Wealth Management ($2.6M) and Equitable Holdings, Inc. ($2.4M).
- Company
- Hull Tactical US ETF
- Filed as
- CAPITOL SER TR (Q4 2024)
- CUSIP
- 14064D519
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $4.5M |
| Exits | 4 | $669K |
All 13F filers, Q3 2024 → Q4 2024: 169,116 shares bought and 396,221 shares sold, net −227,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| LPL Financial LLC | 0.00% | Reduce -74.0% | 131,315 | $5.0M |
| Napa Wealth Management | 1.11% | New | 67,722 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.0% | 62,233 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +39.8% | 57,981 | $2.2M |
| Nia Impact Advisors, LLC | 0.54% | No change | 43,563 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.5% | 37,999 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +100.5% | 37,163 | $1.4M |
| Fifth Third Securities, Inc. | 0.08% | New | 25,764 | $981K |
| Principal Securities, Inc. | 0.02% | Reduce -10.7% | 21,829 | $831K |
| StoneX Group Inc. | 0.04% | New | 19,903 | $758K |
| Belpointe Asset Management LLC | 0.04% | Reduce -0.1% | 16,999 | $736K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +60.5% | 16,012 | $610K |
| Centric Wealth Management | 0.15% | Reduce -11.8% | 14,626 | $557K |
| Western Wealth Management, LLC | 0.03% | Reduce -14.7% | 13,581 | $517K |
| Comprehensive Wealth Management, LLC | 0.27% | Add +15.1% | 9,424 | $359K |
| Avantax Advisory Services, Inc. | 0.00% | Add +8.0% | 8,735 | $333K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -1.2% | 8,722 | $332K |
| Caprock Group, LLC | 0.01% | No change | 7,500 | $286K |
| PFG Investments, LLC | 0.02% | Add +2.7% | 6,840 | $260K |
| Private Advisor Group, LLC | 0.00% | Reduce -7.6% | 6,739 | $257K |
| Geneos Wealth Management Inc. | 0.00% | New | 3,555 | $135K |
| Morgan Stanley | 0.00% | New | 2,210 | $84K |
| Royal Bank of Canada | 0.00% | New | 174 | $7K |
| Transce3nd, LLC | 0.00% | — | 138 | $5K |
| Albion Financial Group | 0.00% | New | 73 | $3K |
| Caitlin John, LLC | 0.00% | No change | 65 | $2K |
"% of holder's portfolio" is HTUS's weight in each manager's 13F, not the share of Hull Tactical US ETF the manager owns.