Who Owns CAPITOL SER TR (HTUS)? -- Institutional Holders (2026-06-30)

30 institutions reported holding $49.7M of CAPITOL SER TR (HTUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($13.9M), Comprehensive Wealth Management, LLC ($6.6M), Brookwood Investment Group LLC ($5.5M), ENVESTNET ASSET MANAGEMENT INC ($4.7M), Equitable Holdings, Inc. ($2.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$13.9M	317,120	Added
2	Comprehensive Wealth Management, LLC	$6.6M	150,048	Trimmed
3	Brookwood Investment Group LLC	$5.5M	126,339	New
4	ENVESTNET ASSET MANAGEMENT INC	$4.7M	108,068	Trimmed
5	Equitable Holdings, Inc.	$2.7M	62,478	Added
6	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$2.1M	48,583	Trimmed
7	Fifth Third Securities, Inc.	$1.9M	43,712	Added
8	NIA IMPACT ADVISORS, LLC	$1.8M	40,087	Hold
9	Cambridge Investment Research Advisors, Inc.	$1.4M	32,929	Trimmed
10	Optivise Advisory Services LLC	$1.3M	30,160	New
11	PFG Investments, LLC	$1.2M	26,906	Added
12	TITLEIST ASSET MANAGEMENT, LLC	$892,874	20,362	Added
13	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	$876,586	19,991	Trimmed
14	TRUIST FINANCIAL CORP	$804,622	18,349	Added
15	Western Wealth Management, LLC	$754,991	17,218	Trimmed
16	PRINCIPAL SECURITIES, INC.	$615,566	14,038	Trimmed
17	Geneos Wealth Management Inc.	$406,593	9,272	Added
18	Signal Advisors Wealth, LLC	$396,497	9,042	Added
19	INDEPENDENT FINANCIAL GROUP, LLC	$391,887	8,937	New
20	OSAIC HOLDINGS, INC.	$335,216	7,644	Trimmed
21	Caprock Group, LLC	$328,875	7,500	Hold
22	Centric Wealth Management	$301,605	7,168	Hold
23	LaSalle St. Investment Advisors, LLC	$291,164	6,640	Added
24	Tradewinds Capital Management, LLC	$5,043	115	Hold
25	NVWM, LLC	$4,385	100	Hold

来源：SEC 13F 申报文件 · 截至 2026-06-30