13F Insight
DOSSIER · 13F Holders · Q2 2026
HTUS

CAPITOL SER TR

30 institutions still hold CAPITOL SER TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 14064D519·30 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$49M
visible holders
Holders
30
filers reporting
Concentration
28.19%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

30 institutions reported HTUS in Q2 2026. LPL Financial LLC leads at 28.2% 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
$14M317K0.00%Q2 202602
Comprehensive Wealth Management, LLC
CIK 0001535202
$7M150K3.01%Q2 202603
Brookwood Investment Group LLC
CIK 0002066812
$6M126K0.62%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$5M108K0.00%Q2 202605
Equitable Holdings, Inc.
CIK 0001333986
$3M62K0.02%Q2 202606
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M49K0.00%Q2 202607
FIFTH THIRD SECURITIES, INC.
CIK 0000073956
$2M44K0.11%Q2 202608
NIA IMPACT ADVISORS, LLC
CIK 0001815217
$2M40K0.73%Q2 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
TRUIST FINANCIAL CORP
CIK 0000092230
$805K18K0.00%Q2 202616
Western Wealth Management, LLC
CIK 0001767902
$755K17K0.02%Q2 202617
PRINCIPAL SECURITIES, INC.
CIK 0000012600
$616K14K0.01%Q2 202618
Geneos Wealth Management Inc.
CIK 0001764754
$407K9K0.01%Q2 202619
Signal Advisors Wealth, LLC
CIK 0002010926
$396K9K0.02%Q2 202620
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$392K9K0.01%Q2 2026
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