Hull Tactical US ETFHTUSETF
13F holders, Q1 2025 (March 31)25holders −1
6new positions
7sold out
1famous investor
$36.47avg. 13F price*
At the end of Q1 2025, 25 institutions reported holding Hull Tactical US ETF (HTUS) in their 13F filings, down 1 from Q4 2024. 6 opened new positions and 7 sold out. The largest holders were Envestnet Asset Management Inc. ($8.3M), LPL Financial LLC ($5.3M) and Equitable Holdings, Inc. ($2.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Hull Tactical US ETF
- Filed as
- CAPITOL SER TR (Q1 2025)
- CUSIP
- 14064D519
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.9M |
| Exits | 7 | $4.8M |
All 13F filers, Q4 2024 → Q1 2025: 320,559 shares bought and 133,285 shares sold, net +187,274 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Envestnet Asset Management Inc. | 0.00% | Add +294.4% | 228,684 | $8.3M |
| LPL Financial LLC | 0.00% | Add +9.8% | 144,134 | $5.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -7.2% | 57,766 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +30.0% | 48,327 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +20.9% | 45,934 | $1.7M |
| Nia Impact Advisors, LLC | 0.59% | No change | 43,563 | $1.6M |
| Fifth Third Securities, Inc. | 0.12% | Add +46.8% | 37,827 | $1.4M |
| New Century Financial Group, LLC | 1.16% | New | 27,590 | $1.0M |
| Citadel Advisors | 0.00% | New | 24,359 | $887K |
| Principal Securities, Inc. | 0.02% | No change | 21,829 | $831K |
| Avantax Advisory Services, Inc. | 0.01% | Add +161.1% | 22,810 | $831K |
| Western Wealth Management, LLC | 0.04% | Add +15.3% | 15,658 | $570K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 14,682 | $535K |
| Comprehensive Wealth Management, LLC | 0.35% | Add +44.9% | 13,652 | $497K |
| Susquehanna International Group, LLP | 0.00% | New | 13,031 | $475K |
| PFG Investments, LLC | 0.02% | Add +49.3% | 10,215 | $372K |
| CreativeOne Wealth, LLC | 0.01% | Add +15.2% | 10,050 | $366K |
| Centric Wealth Management | 0.08% | Reduce -39.9% | 8,792 | $320K |
| Caprock Group, LLC | 0.01% | No change | 7,500 | $273K |
| Private Advisor Group, LLC | 0.00% | No change | 6,739 | $246K |
| Geneos Wealth Management Inc. | 0.01% | Add +21.0% | 4,301 | $157K |
| Golden State Wealth Management, LLC | 0.00% | New | 259 | $9K |
| Royal Bank of Canada | 0.00% | No change | 174 | $6K |
| Transce3nd, LLC | 0.00% | No change | 138 | $5K |
| Harbour Investments, Inc. | 0.00% | New | 125 | $5K |
"% of holder's portfolio" is HTUS's weight in each manager's 13F, not the share of Hull Tactical US ETF the manager owns.