CAPITOL SER TR (HTUS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
27
Reporting holders
$48.3M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $13.9M | 317,120 | 0.00% | 13q | +2.7%+$359.1K |
| Comprehensive Wealth Management, LLC | $6.6M | 150,048 | 3.01% | 9q | -6.6%-$466.8K |
| Brookwood Investment Group LLC | $5.5M | 126,339 | 0.62% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $4.7M | 108,068 | 0.00% | 12q | -0.9%-$40.8K |
| Equitable Holdings, Inc. | $2.7M | 62,478 | 0.02% | 13q | +8.3%+$208.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.1M | 48,583 | 0.00% | 2q | -50.3%-$2.2M |
| Fifth Third Securities, Inc. | $1.9M | 43,712 | 0.11% | 7q | HELD |
| NIA IMPACT ADVISORS, LLC | $1.8M | 40,087 | 0.73% | 11q | HELD |
| Optivise Advisory Services LLC | $1.3M | 30,160 | 0.67% | new | NEW |
| PFG Investments, LLC | $1.2M | 26,906 | 0.05% | 10q | +8.1%+$88.0K |
| TITLEIST ASSET MANAGEMENT, LLC | $892.9K | 20,362 | 0.06% | 2q | +99.0%+$444.2K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $876.6K | 19,991 | 0.02% | 6q | -4.7%-$43.4K |
| TRUIST FINANCIAL CORP | $804.6K | 18,349 | 0.00% | 3q | +31.0%+$190.6K |
| Western Wealth Management, LLC | $755.0K | 17,218 | 0.02% | 11q | -11.8%-$101.5K |
| PRINCIPAL SECURITIES, INC. | $615.6K | 14,038 | 0.01% | 11q | -5.7%-$37.3K |
| Geneos Wealth Management Inc. | $406.6K | 9,272 | 0.01% | 7q | +65.6%+$161.1K |
| Signal Advisors Wealth, LLC | $396.5K | 9,042 | 0.02% | 3q | +1.8%+$7.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $391.9K | 8,937 | 0.01% | new | NEW |
| OSAIC HOLDINGS, INC. | $335.2K | 7,644 | 0.00% | 13q | -5.9%-$21.0K |
| Caprock Group, LLC | $328.9K | 7,500 | 0.01% | 8q | HELD |
| Centric Wealth Management | $301.6K | 7,168 | 0.05% | 10q | HELD |
| LaSalle St. Investment Advisors, LLC | $291.2K | 6,640 | 0.04% | 2q | +0.5%+$1.5K |
| Integrated Wealth Concepts LLC | $95.4K | 2,174 | 0.00% | new | NEW |
| Tradewinds Capital Management, LLC | $5.0K | 115 | 0.00% | 2q | HELD |
| NVWM, LLC | $4.4K | 100 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.9K | 65,858 | 0.00% | 13q | +72.9%+$1.2K |
| Caitlin John, LLC | $2.9K | 65 | 0.00% | 4q | HELD |
| EverSource Wealth Advisors, LLC | $1.7K | 38 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 27 | $48.3M | 1,102,154 | 5 | 8 | 7 | 0.0% |
| Q1 2026 | 25 | $37.9M | 989,017 | 6 | 6 | 6 | 0.0% |
| Q4 2025 | 28 | $35.2M | 885,303 | 4 | 9 | 5 | 0.0% |
| Q3 2025 | 28 | $36.5M | 855,878 | 9 | 8 | 6 | 0.0% |
| Q2 2025 | 26 | $33.6M | 840,524 | 7 | 7 | 8 | 0.0% |
| Q1 2025 | 24 | $28.0M | 766,506 | 6 | 10 | 2 | 0.0% |
| Q4 2024 | 25 | $22.3M | 582,866 | 7 | 6 | 6 | 0.0% |
| Q3 2024 | 19 | $35.7M | 810,787 | 5 | 7 | 3 | 0.0% |
| Q2 2024 | 17 | $29.7M | 718,172 | 3 | 7 | 5 | 0.0% |
| Q1 2024 | 16 | $10.6M | 265,099 | 6 | 5 | 3 | 0.0% |
| Q4 2023 | 10 | $6.9M | 193,927 | 2 | 3 | 2 | 0.0% |
| Q3 2023 | 8 | $18.8M | 595,757 | 3 | 2 | 2 | 0.0% |
| Q2 2023 | 7 | $10.9M | 326,323 | 6 | 0 | 0 | 0.0% |
| Q1 2023 | 7 | $2.2M | 72,847 | 1 | 2 | 2 | 0.0% |
| Q4 2022 | 9 | $2.3M | 82,785 | 3 | 3 | 0 | 0.0% |
| Q3 2022 | 7 | $2.2M | 81,192 | 0 | 2 | 1 | 0.0% |
| Q2 2022 | 7 | $2.1M | 76,626 | 0 | 1 | 1 | 0.0% |
| Q1 2022 | 9 | $2.5M | 77,082 | 2 | 1 | 0 | 0.0% |
| Q4 2021 | 9 | $2.8M | 84,807 | 3 | 0 | 1 | 0.0% |
| Q3 2021 | 7 | $2.3M | 70,817 | 0 | 2 | 0 | 0.0% |
| Q2 2021 | 8 | $2.6M | 79,260 | 0 | 1 | 1 | 0.0% |
| Q1 2021 | 10 | $3.7M | 121,120 | 0 | 1 | 3 | 0.0% |
| Q4 2020 | 11 | $5.0M | 173,065 | 2 | 1 | 3 | 0.0% |
| Q3 2020 | 8 | $2.1M | 79,567 | 1 | 2 | 2 | 0.0% |
| Q2 2020 | 9 | $2.2M | 91,515 | 2 | 1 | 1 | 0.0% |
| Q1 2020 | 8 | $1.4M | 70,324 | 2 | 2 | 0 | 0.0% |
| Q4 2019 | 11 | $2.9M | 106,943 | 1 | 1 | 3 | 0.0% |
| Q3 2019 | 13 | $6.6M | 258,202 | 2 | 1 | 3 | 0.0% |
| Q2 2019 | 13 | $6.5M | 259,651 | 2 | 1 | 5 | 0.0% |
| Q1 2019 | 15 | $7.2M | 296,934 | 4 | 2 | 3 | 0.0% |
| Q4 2018 | 10 | $6.6M | 293,967 | 1 | 0 | 0 | 0.0% |