HTUS · HULL TACTICAL US ETF ETF
$45.84
-0.05 (-0.11%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 15
Total Value: $18,007,445
Total Shares: 473,009
Institutional Ownership Trend
20 quarters
Holder Concentration
Across 15 13F filers · Δ vs Sep 30, 2024Top Holder
27.8%
−31.8 pts
Top 5
76.7%
−3.9 pts
Top 10
97.6%
+6.1 pts
HHI
1,496
Broadly held−2,200
Quarterly Activity
vs Sep 30, 2024
New
5
Increased
3
Decreased
5
Sold Out
13
Unchanged
2
Holder count:
-8
Institutional value:
-51.7%
Shares held:
-45.0%
Top Buyers
vs Sep 30, 2024| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Mega ENVESTNET ASSET MANAGEMENT INC | +16,520 | 57,981 | |
| Large Cambridge Investment Research Advisors, Inc. | +6,465 | 37,999 | |
| Micro Comprehensive Wealth Management, LLC | +1,236 | 9,424 |
Top Sellers
vs Sep 30, 2024| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega LPL Financial LLC | −373,392 | 131,315 | |
| Small Centric Wealth Management | −1,965 | 14,626 | |
| Mid CreativeOne Wealth, LLC | −104 | 8,722 | |
| Mid Belpointe Asset Management LLC | −10 | 16,999 | |
| Mid Equitable Holdings, Inc. | −7 | 62,233 |
Top New Positions
vs Sep 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Micro NAPA WEALTH MANAGEMENT | 67,722 | $2,578,176 | |
| Small StoneX Group Inc. | 19,903 | $757,707 | |
| Mega MORGAN STANLEY | 2,210 | $84,134 | |
| Mega ROYAL BANK OF CANADA | 174 | $6,624 | |
| Micro Transce3nd, LLC | 138 | $5,253 |
Top Sold-Out Positions
vs Sep 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid PRINCIPAL SECURITIES, INC. | 24,456 | $1,075,208 | |
| Large OSAIC HOLDINGS, INC. | 18,531 | $814,714 | |
| Mid Western Wealth Management, LLC | 15,918 | $699,834 | |
| Small SeaCrest Wealth Management, LLC | 9,976 | $438,594 | |
| Mid AVANTAX ADVISORY SERVICES, INC. | 8,091 | $355,720 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega LPL Financial LLC HTUS | $4,999,162 | 27.76% | 131,315 | Shares | 2025-02-11 | |
| Micro NAPA WEALTH MANAGEMENT HTUS | $2,578,176 | 14.32% | 67,722 | Shares | 2025-02-14 | |
| Mid Equitable Holdings, Inc. HTUS | $2,369,210 | 13.16% | 62,233 | Shares | 2025-02-12 | |
| Mega ENVESTNET ASSET MANAGEMENT INC HTUS | $2,207,336 | 12.26% | 57,981 | Shares | 2025-02-13 | |
| Small NIA IMPACT ADVISORS, LLC HTUS | $1,658,443 | 9.21% | 43,563 | Shares | 2025-02-14 | |
| Large Cambridge Investment Research Advisors, Inc. HTUS | $1,446,621 | 8.03% | 37,999 | Shares | 2025-02-14 | |
| Small StoneX Group Inc. HTUS | $757,707 | 4.21% | 19,903 | Shares | 2025-02-12 | |
| Mid Belpointe Asset Management LLC HTUS | $647,151 | 3.59% | 16,999 | Shares | 2025-02-13 | |
| Small Centric Wealth Management HTUS | $556,811 | 3.09% | 14,626 | Shares | 2025-02-12 | |
| Micro Comprehensive Wealth Management, LLC HTUS | $358,771 | 1.99% | 9,424 | Shares | 2025-02-11 | |
| Mid CreativeOne Wealth, LLC HTUS | $332,046 | 1.84% | 8,722 | Shares | 2025-02-13 | |
| Mega MORGAN STANLEY HTUS | $84,134 | 0.47% | 2,210 | Shares | 2025-02-14 | |
| Mega ROYAL BANK OF CANADA Bank HTUS | $6,624 | 0.04% | 174 | Shares | 2025-02-14 | |
| Micro Transce3nd, LLC HTUS | $5,253 | 0.03% | 138 | Shares | 2025-02-13 | |
| — PROEQUITIES, INC. HTUS | $0 | 0.00% | 0 | Shares | 2025-02-13 |