CAPITOL SER TR

Ticker: HTUS CUSIP: 14064D519 Class: Exchange Traded Fund

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
LPL Financial LLC315,409$12,522
ENVESTNET ASSET MANAGEMENT INC190,721$7,572
Equitable Holdings, Inc.55,485$2,203
Comprehensive Wealth Management, LLC53,473$2,123
NIA IMPACT ADVISORS, LLC40,087$1,591
Cambridge Investment Research Advisors, Inc.39,288$2
Fifth Third Securities, Inc.38,904$1,544
Janney Montgomery Scott LLC36,684$1
OSAIC HOLDINGS, INC.35,458$1,408
HighTower Advisors, LLC29,344$1,165
PFG Investments, LLC23,740$942
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC21,088$837
Western Wealth Management, LLC19,535$776
PRINCIPAL SECURITIES, INC.16,297$647
Signal Advisors Wealth, LLC8,211$326
Centric Wealth Management7,610$306
Caprock Group, LLC7,500$298
IHT Wealth Management, LLC6,749$268
TRUIST FINANCIAL CORP6,007$238
Geneos Wealth Management Inc.5,599$222
Kestra Advisory Services, LLC1,423$56
Allworth Financial LP931$37
FLAGSHIP HARBOR ADVISORS, LLC865$34
Golden State Wealth Management, LLC259$10
MAI Capital Management163$6
HARBOUR INVESTMENTS, INC.125$5
NVWM, LLC100$4
Clayton Financial Group LLC100$4
Caitlin John, LLC65$3
ROYAL BANK OF CANADA55$2
Total (30 institutions)961,275$35,153