Who Owns CAPITOL SER TR (HTUS)? -- Institutional Holders (2026-03-31)

36 institutions reported holding $39.3M of CAPITOL SER TR (HTUS) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($11.8M), Comprehensive Wealth Management, LLC ($6.1M), ENVESTNET ASSET MANAGEMENT INC ($4.2M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($3.7M), Equitable Holdings, Inc. ($2.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1LPL Financial LLC$11.8M308,931Trimmed
2Comprehensive Wealth Management, LLC$6.1M160,694Added
3ENVESTNET ASSET MANAGEMENT INC$4.2M108,998Trimmed
4SUSQUEHANNA INTERNATIONAL GROUP, LLP$3.7M97,716New
5Equitable Holdings, Inc.$2.3M57,715Added
6Fifth Third Securities, Inc.$1.7M43,569Added
7NIA IMPACT ADVISORS, LLC$1.5M40,087Hold
8Cambridge Investment Research Advisors, Inc.$1.5M38,088Trimmed
9PFG Investments, LLC$950,33924,898Added
10SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$800,85720,981Trimmed
11Western Wealth Management, LLC$745,52719,532Trimmed
12GTS SECURITIES LLC$591,13915,487New
13PRINCIPAL SECURITIES, INC.$568,27514,888Trimmed
14TRUIST FINANCIAL CORP$534,47314,002Added
15TITLEIST ASSET MANAGEMENT, LLC$390,55510,232New
16Signal Advisors Wealth, LLC$339,0698,883Added
17OSAIC HOLDINGS, INC.$310,0748,123Trimmed
18Centric Wealth Management$301,6057,168Trimmed
19Caprock Group, LLC$286,2757,500Hold
20OLD MISSION CAPITAL LLC$268,2967,029New
21LaSalle St. Investment Advisors, LLC$252,1126,605New
22Geneos Wealth Management Inc.$213,7145,599Hold
23Tradewinds Capital Management, LLC$4,390115New
24NVWM, LLC$3,817100Hold
25Clayton Financial Group LLC$3,817100Hold

Source: SEC Form 13F filings · as of 2026-03-31