Hull Tactical US ETFHTUSETF

13F holders, Q2 2025 (June 30)
27holders +2
7new positions
4sold out
$39.92avg. 13F price*

At the end of Q2 2025, 27 institutions reported holding Hull Tactical US ETF (HTUS) in their 13F filings, up 2 from Q1 2025. 7 opened new positions and 4 sold out. The largest holders were LPL Financial LLC ($10.3M), Envestnet Asset Management Inc. ($7.7M) and New Century Financial Group, LLC ($2.2M).

Company
Hull Tactical US ETF
Filed as
CAPITOL SER TR (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions7$1.1M
Exits4$2.0M

All 13F filers, Q1 2025 → Q2 2025: 185,478 shares bought and 103,561 shares sold, net +81,917 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders

LPL Financial LLC 0.00% Add +79.1% 258,081 $10.3M
Envestnet Asset Management Inc. 0.00% Reduce -15.7% 192,714 $7.7M
New Century Financial Group, LLC 2.54% Add +96.4% 54,183 $2.2M
Equitable Holdings, Inc. 0.02% Reduce -11.3% 51,246 $2.0M
Osaic Holdings, Inc. 0.00% Add +1.7% 49,146 $2.0M
Nia Impact Advisors, LLC 0.60% No change 43,563 $1.7M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -8.1% 42,206 $1.7M
Fifth Third Securities, Inc. 0.11% Reduce -1.9% 37,113 $1.5M
Comprehensive Wealth Management, LLC 0.91% Add +107.4% 28,309 $1.1M
Avantax Advisory Services, Inc. 0.01% Add +2.0% 23,275 $929K
Principal Securities, Inc. 0.02% Reduce -7.5% 20,201 $806K
GTS Securities LLC 0.03% New 17,339 $692K
Western Wealth Management, LLC 0.04% Reduce -3.1% 15,172 $606K
Signature Estate & Investment Advisors LLC 0.01% Add +1.6% 14,921 $596K
PFG Investments, LLC 0.02% Reduce -3.1% 9,894 $395K
Centric Wealth Management 0.09% Add +0.2% 8,809 $360K
IHT Wealth Management, LLC 0.01% New 5,610 $224K
ARK & TLK Investments, LLC 0.06% New 5,033 $201K
Geneos Wealth Management Inc. 0.00% Add +2.3% 4,400 $176K
Golden State Wealth Management, LLC 0.00% No change 259 $10K
UBS Group AG 0.00% New 252 $10K
Morgan Stanley 0.00% New 227 $9K
Royal Bank of Canada 0.00% No change 174 $7K
Harbour Investments, Inc. 0.00% No change 125 $5K
Transce3nd, LLC 0.00% Reduce -10.9% 123 $5K
NewEdge Advisors, LLC 0.00% New 100 $4K
Bank of America Corp. 0.00% New 81 $3K

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