CUSIP: 14064D519
Q4 2023 13F Holders as of 31 Dec 2023
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Type / Class
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Equity / HULL TACTICAL
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Total 13F shares
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223,383
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Share change
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-414,219
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Total reported value
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$7,985,907
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Price per share
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$35.75
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Number of holders
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11
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Value change
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-$14,776,641
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Number of buys
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5
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Number of sells
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6
Quarterly Holders Quick Answers
What is CUSIP 14064D519?
CUSIP 14064D519 identifies HTUS - CAPITOL SER TR - HULL TACTICAL in SEC institutional holdings data.
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Newer quarter:
Q1 2024
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Previous quarter:
Q3 2023
Recent filing periods for CUSIP 14064D519:
Institutional Holders of CAPITOL SER TR - HULL TACTICAL (HTUS) as of Q4 2023
As of 31 Dec 2023,
CAPITOL SER TR - HULL TACTICAL (HTUS) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
223,383 shares.
The largest 10 holders included
LPL Financial LLC, Equitable Holdings, Inc., Cambridge Investment Research Advisors, Inc., GTS SECURITIES LLC, Western Wealth Management, LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Cetera Advisors LLC, PRINCIPAL SECURITIES, INC., and UBS Group AG.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.