Hull Tactical US ETFHTUSETF

13F holders, Q3 2025 (September 30)
29holders +2
9new positions
7sold out
$42.59avg. 13F price*

At the end of Q3 2025, 29 institutions reported holding Hull Tactical US ETF (HTUS) in their 13F filings, up 2 from Q2 2025. 9 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($11.0M), Envestnet Asset Management Inc. ($8.2M) and Equitable Holdings, Inc. ($2.4M).

Company
Hull Tactical US ETF
Filed as
CAPITOL SER TR (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$2.6M
Exits7$924K

All 13F filers, Q2 2025 → Q3 2025: 97,383 shares bought and 71,737 shares sold, net +25,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

LPL Financial LLC 0.00% Add +0.1% 258,347 $11.0M
Envestnet Asset Management Inc. 0.00% Reduce -0.8% 191,116 $8.2M
Equitable Holdings, Inc. 0.02% Add +8.9% 55,827 $2.4M
Comprehensive Wealth Management, LLC 1.35% Add +57.9% 44,698 $1.9M
Nia Impact Advisors, LLC 0.60% No change 43,563 $1.9M
Osaic Holdings, Inc. 0.00% Reduce -9.3% 44,558 $1.8M
Fifth Third Securities, Inc. 0.11% Add +4.1% 38,642 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.4% 36,549 $1.6M
Cetera Investment Advisers 0.00% New 25,788 $1.1M
Principal Securities, Inc. 0.01% Add +3.4% 20,894 $891K
PFG Investments, LLC 0.04% Add +84.2% 18,222 $777K
Western Wealth Management, LLC 0.04% Add +19.9% 18,194 $776K
New Century Financial Group, LLC 1.37% Reduce -66.6% 18,099 $772K
HighTower Advisors, LLC 0.00% New 16,904 $721K
Signature Estate & Investment Advisors LLC 0.01% Add +7.6% 16,056 $685K
Belpointe Asset Management LLC 0.02% New 11,664 $498K
Centric Wealth Management 0.08% Reduce -2.1% 8,626 $376K
Caprock Group, LLC 0.01% — 7,500 $310K
IHT Wealth Management, LLC 0.01% Add +15.8% 6,496 $277K
Old Mission Capital LLC 0.01% New 4,839 $206K
Geneos Wealth Management Inc. 0.00% Reduce -8.0% 4,047 $173K
Allworth Financial LP 0.00% New 931 $40K
Golden State Wealth Management, LLC 0.00% No change 259 $11K
MAI Capital Management 0.00% New 163 $7K
Harbour Investments, Inc. 0.00% No change 125 $5K
Clayton Financial Group LLC 0.00% New 100 $4K
Nvwm, LLC 0.00% New 100 $4K
Caitlin John, LLC 0.00% New 65 $3K
Royal Bank of Canada 0.00% Reduce -68.4% 55 $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.