Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / HULL TACTICAL
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
860,722
-
Shares change
-
+99,870
-
Total reported value, excl. options
-
$37,582,243
-
Value change
-
+$4,578,425
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Number of buys
-
14
-
Number of sells
-
6
-
Price
-
$43.97
Institutional Holders of CAPITOL SER TR - HULL TACTICAL (HTUS) as of Q3 2024
As of 30 Sep 2024 CAPITOL SER TR - HULL TACTICAL (HTUS) had 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 860,722 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, Equitable Holdings, Inc., NIA IMPACT ADVISORS, LLC, ENVESTNET ASSET MANAGEMENT INC, Cambridge Investment Research Advisors, Inc., PRINCIPAL SECURITIES, INC., OSAIC HOLDINGS, INC., Belpointe Asset Management LLC, Centric Wealth Management, and Western Wealth Management, LLC.
This table shows 25 institutional shareholders of the security as of 30 Sep 2024.
| 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.