13F Insight
DOSSIER · 13F Holders · Q1 2026
HTUS

CAPITOL SER TR

31 institutions still hold CAPITOL SER TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14064D519·31 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$47M
visible holders
Holders
31
filers reporting
Concentration
25.13%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

31 institutions reported HTUS in Q1 2026. LPL Financial LLC leads at 25.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$12M309K0.00%Q1 202602
Comprehensive Wealth Management, LLC
CIK 0001535202
$6M161K3.10%Q1 202603
Brookwood Investment Group LLC
CIK 0002066812
$6M126K0.62%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M109K0.00%Q1 202605
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M98K0.00%Q1 202606
Equitable Holdings, Inc.
CIK 0001333986
$2M58K0.01%Q1 202607
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$2M44K0.11%Q2 202608
NIA IMPACT ADVISORS, LLC
CIK 0001815217
$2M40K0.68%Q1 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M38K0.00%Q1 202610
Optivise Advisory Services LLC
CIK 0002042876
$1M30K0.67%Q2 202611
PFG Investments, LLC
CIK 0001973224
$1M27K0.05%Q2 202612
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$929K23K0.01%Q2 202513
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$893K20K0.06%Q2 202614
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$877K20K0.02%Q2 202615
Western Wealth Management, LLC
CIK 0001767902
$746K20K0.03%Q1 202616
GTS SECURITIES LLC
CIK 0001452765· Market maker
$591K15K0.02%Q1 202617
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$568K15K0.01%Q1 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$534K14K0.00%Q1 202619
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$392K9K0.01%Q2 202620
Signal Advisors Wealth, LLC
CIK 0002010926
$339K9K0.02%Q1 2026
Page 1 of 2
11 more holders available. Log in →