HTUS institutional holders

CAPITOL SER TR · 13F, 2026Q2

Managers holding28
Shares held1,168,012
Reported value$51.2m
Quarter flows5 new, 10 added, 7 trimmed, 3 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC317,120$13.9m0.0%
Comprehensive Wealth Management, LLC150,048$6.6m3.0%
Brookwood Investment Group LLC126,339$5.5m0.6%
ENVESTNET ASSET MANAGEMENT INC108,068$4.7m0.0%
Cambridge Investment Research Advisors, Inc.65,858$2.9m0.0%
Equitable Holdings, Inc.62,478$2.7m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP48,583$2.1m0.0%
Fifth Third Securities, Inc. 43,712$1.9m0.1%
NIA IMPACT ADVISORS, LLC40,087$1.8m0.7%
Optivise Advisory Services LLC30,160$1.3m0.7%
PFG Investments, LLC26,906$1.2m0.0%
TITLEIST ASSET MANAGEMENT, LLC20,362$892,8740.1%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC19,991$876,5860.0%
TRUIST FINANCIAL CORP18,349$804,6220.0%
Western Wealth Management, LLC17,218$754,9910.0%
PRINCIPAL SECURITIES, INC.14,038$615,5660.0%
Geneos Wealth Management Inc.9,272$406,5930.0%
Signal Advisors Wealth, LLC9,042$396,4970.0%
INDEPENDENT FINANCIAL GROUP, LLC8,937$391,8870.0%
OSAIC HOLDINGS, INC.7,644$335,2160.0%
Caprock Group, LLC7,500$328,8750.0%
Centric Wealth Management7,168$301,6050.0%
LaSalle St. Investment Advisors, LLC6,640$291,1640.0%
Integrated Wealth Concepts LLC2,174$95,3890.0%
Tradewinds Capital Management, LLC115$5,0430.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HTUS"). HTUS price history · All 13F data

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