Who Owns HULL TACTICAL FUNDS (HTUS)?Hedge Fund & Institutional Holders

$38.54-0.35 (-0.90%)Financial ServicesBATS

Institutional Holders

30

as of Q4 2025

Total Institutional Value

$2.1220002000000156e+107T

% of Float Held

QoQ Change in Holders

+14 / -2

Price History

$30.07$34.23$38.39$42.54$46.70Sep 24Jun 25Mar 26

HTUS — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Comprehensive Wealth Management, LLCNew Position+53K+$2.1B
PFG Investments, LLCNew Position+24K+$942.0M
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+21K+$837.0M
Signal Advisors Wealth, LLCNew Position+8K+$325.0M
Geneos Wealth Management Inc.New Position+6K+$222.0M
FLAGSHIP HARBOR ADVISORS, LLCNew Position+865+$34.0M
Golden State Wealth Management, LLCNew Position+259+$10.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+191K+$7.0M
NVWM, LLCNew Position+100+$3.0M
Janney Montgomery Scott LLCNew Position+37K+$1.0M
Centric Wealth ManagementNew Position+8K+$306K
TRUIST FINANCIAL CORPNew Position+6K+$238K
Western Wealth Management, LLCNew Position+20K+$0
Kestra Advisory Services, LLCNew Position+1K+$0
Cambridge Investment Research Advisors, Inc.Increased+3K+$-559K

HTUS — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersClosed Position-26K-$1.1B
OSAIC HOLDINGS, INC.Decreased-9K-$843.4M
Equitable Holdings, Inc.Decreased-342-$381.6M
NIA IMPACT ADVISORS, LLCDecreased-3K-$267.4M
OLD MISSION CAPITAL LLCClosed Position-5K-$206.4M
PRINCIPAL SECURITIES, INC.Decreased-5K-$891K

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Comprehensive Wealth Management, LLC53,473$2.1B1.25%Share
2Equitable Holdings, Inc.55,485$2.0B0.01%Share
3NIA IMPACT ADVISORS, LLC40,087$1.6B0.53%Share
4OSAIC HOLDINGS, INC.35,458$1.0B0.00%Share
5PFG Investments, LLC23,740$942.0M0.04%Share
6SIGNATURE ESTATE & INVESTMENT ADVISORS LLC21,088$837.0M0.02%Share
7Signal Advisors Wealth, LLC8,211$325.0M0.03%Share
8Geneos Wealth Management Inc.5,599$222.0M0.01%Share
9FLAGSHIP HARBOR ADVISORS, LLC865$34.0M0.00%Share
10LPL Financial LLC315,409$12.0M0.00%Share
11Golden State Wealth Management, LLC259$10.0M0.00%Share
12ENVESTNET ASSET MANAGEMENT INC190,721$7.0M0.00%Share
13NVWM, LLC100$3.0M0.00%Share
14Clayton Financial Group LLC100$3.0M0.00%Share
15Caitlin John, LLC65$2.0M0.00%Share
16FIFTH THIRD SECURITIES, INC.38,904$1.5M0.10%Share
17Cambridge Investment Research Advisors, Inc.39,288$1.0M0.00%Share
18Janney Montgomery Scott LLC36,684$1.0M0.00%Share
19HighTower Advisors, LLC29,344$1.0M0.00%Share
20Centric Wealth Management7,610$306K0.06%Share
21Caprock Group, LLC7,500$297K0.01%Share
22TRUIST FINANCIAL CORP6,007$238K0.00%Share
23Allworth Financial LP931$36K0.00%Share
24HARBOUR INVESTMENTS, INC.125$4K0.00%Share
25MAI Capital Management163$00.00%Share
26IHT Wealth Management, LLC6,749$00.00%Share
27PRINCIPAL SECURITIES, INC.16,297$00.00%Share
28ROYAL BANK OF CANADA55$00.00%Share
29Western Wealth Management, LLC19,535$00.00%Share
30Kestra Advisory Services, LLC1,423$00.00%Share

HTUS Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202530$9.1B+12
Q3 202518$21.4B-6
Q2 202524$30.2B-1
Q1 202525$26.7B+0
Q4 202425$1.1T+7
Q3 202418$25.4T+4
Q2 202414$5.0T+1
Q1 202413$987.2B

Similar Stocks by Institutional Ownership

As of Q4 2025, 30 institutional investors hold HTUS (HULL TACTICAL FUNDS). The largest holder is Comprehensive Wealth Management, LLC with $2.1B in shares. This quarter, 14 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own HTUS?

As of Q4 2025, 30 institutional investors report holding HTUS (HULL TACTICAL FUNDS) in their 13F filings.

Who is the largest institutional holder of HTUS?

The largest institutional holder of HTUS is Comprehensive Wealth Management, LLC with $2.1B in shares.

Is institutional ownership of HTUS increasing or decreasing?

This quarter, 14 institutions opened new positions in HTUS and 2 closed their positions.