13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
HTUS

CAPITOL SER TR

28 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 14064D519·28 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 0.7%
vs prior quarter
13F value held
$38M
63.0% inst. owned
of float
Holders
28
+1 QoQ
filers reporting
Activity
+51 / −45
+861 added · −681 reduced
this quarter
Concentration
30.78%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

28 institutions reported HTUS in Q1 2026. LPL Financial LLC leads at 30.8% of the visible book. +1 net new institutions vs prior quarter — accumulation reading.

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
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M109K0.00%Q1 202604
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M98K0.00%Q1 202605
Equitable Holdings, Inc.
CIK 0001333986
$2M58K0.01%Q1 202606
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$2M44K0.11%Q1 202607
NIA IMPACT ADVISORS, LLC
CIK 0001815217
$2M40K0.68%Q1 202608
PFG Investments, LLC
CIK 0001973224
$950,33925K0.04%Q1 202609
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$928,97323K0.01%Q2 202510
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$800,85721K0.02%Q1 202611
Western Wealth Management, LLC
CIK 0001767902
$745,52720K0.03%Q1 202612
GTS SECURITIES LLC
CIK 0001452765· Market maker
$591,13915K0.02%Q1 202613
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$568,27515K0.01%Q1 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$534,47314K0.00%Q1 202615
TITLEIST ASSET MANAGEMENT, LLC
CIK 0001977759
$390,55510K0.03%Q1 202616
Signal Advisors Wealth, LLC
CIK 0002010926
$339,0699K0.02%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$310,0748K0.00%Q1 202618
Centric Wealth Management
CIK 0001752761
$301,6057K0.06%Q1 202619
Caprock Group, LLC
CIK 0001610769
$286,2758K0.01%Q1 202620
OLD MISSION CAPITAL LLC
CIK 0001455915
$268,2967K0.00%Q1 2026
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