Institutional Ownership
Capitol Ser Tr
CUSIP 14064D519HULL TACTICALHTUSQ1 2026
Institutional Holders
26
13F filers
Shares Held
1.03M
Aggregate institutional
Institutional Value
$37.87M
Q1 2026
Net New Holders
-4
6 new · 10 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions6
Increased6
Decreased8
Sold out10
Institutional Holders
26 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 308.9K | $11.79M | −6.5K | Reduced |
| 2 | Comprehensive Wealth Management, LLC | 160.7K | $6.13M | +107.2K | Added |
| 3 | Envestnet Asset Management Inc | 109.0K | $4.16M | −81.7K | Reduced |
| 4 | Susquehanna International Group, LLP | 97.7K | $3.73M | +97.7K | New |
| 5 | Equitable Holdings, Inc. | 57.7K | $2.29M | +2.2K | Added |
| 6 | Fifth Third Securities, Inc. | 43.6K | $1.66M | +4.7K | Added |
| 7 | Nia Impact Advisors, LLC | 40.1K | $1.53M | 0 | Held |
| 8 | Pfg Investments, LLC | 24.9K | $950.3K | +1.2K | Added |
| 9 | Signature Estate & Investment Advisors LLC | 21.0K | $800.9K | −107 | Reduced |
| 10 | Western Wealth Management, LLC | 19.5K | $745.5K | −3 | Reduced |
16 more institutional holders on Premium
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