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Hull Tactical US ETF (HTUS) Institutional Ownership

$45.57 +0.62 (+1.38%)
Closing price 11/11/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hull Tactical US ETF (BATS:HTUS)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$15.09M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$1.13M
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HTUS Institutional Buying and Selling by Quarter

Hull Tactical US ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/10/2026 Western Wealth Management LLC10,725$489K0.0%-37.7%0.261%
11/9/2026 Harbour Investments Inc.4,349$198K0.0%N/A0.106%
10/28/2026 Partners Wealth Management LLC158,705$7.23M0.8%N/A4.471%
10/19/2026 Optivise Advisory Services LLC27,929$1.27M0.6%-7.4%0.787%
10/17/2026 IFP Advisors Inc20,986$956K0.0%N/A0.591%
10/8/2026 Titleist Asset Management LLC32,066$1.46M0.1%+57.5%0.903%
9/9/2026Integrated Wealth Concepts LLC2,174$95K0.0%N/A0.061%
4/27/2026PFG Investments LLC24,898$950K0.0%+4.9%0.759%
4/17/2026 Signal Advisors Wealth LLC8,883$339K0.0%+8.2%0.275%
2/18/2026IHT Wealth Management LLC6,749$268K0.0%+3.9%0.197%
2/17/2026Equitable Holdings Inc.55,485$2.20M0.0%-0.6%1.622%
2/17/2026Osaic Holdings Inc.35,458$1.41M0.0%-20.4%1.037%
2/13/2026 Kestra Advisory Services LLC1,423$56K0.0%N/A0.042%
2/12/2026Principal Securities Inc.16,297$647K0.0%-22.0%0.477%
2/11/2026Janney Montgomery Scott LLC36,684$1.46M0.0%N/A1.073%
2/11/2026 LPL Financial LLC315,409$12.52M0.0%+22.1%9.222%
2/11/2026 Comprehensive Wealth Management LLC53,473$2.12M1.3%+19.6%1.564%
2/9/2026 Nia Impact Advisors LLC40,087$1.59M0.5%-8.0%1.172%
2/6/2026 Signature Estate & Investment Advisors LLC21,088$837K0.0%+31.3%0.617%
2/6/2026 HighTower Advisors LLC29,344$1.17M0.0%+73.6%0.858%
2/5/2026 Western Wealth Management LLC19,535$776K0.0%+7.4%0.571%
2/4/2026Centric Wealth Management7,610$306K0.1%-11.8%0.223%
2/2/2026 Truist Financial Corp6,007$238K0.0%N/A0.176%
1/28/2026 Geneos Wealth Management Inc.5,599$222K0.0%+38.3%0.164%
1/26/2026PFG Investments LLC23,740$942K0.0%+30.3%0.694%
1/23/2026 Fifth Third Securities Inc.38,904$1.54M0.1%+0.7%1.138%
1/21/2026 Flagship Harbor Advisors LLC865$34K0.0%N/A0.025%
1/13/2026 Signal Advisors Wealth LLC8,211$326K0.0%N/A0.250%
12/2/2025 Allworth Financial LP931$40K0.0%N/A0.030%
11/14/2025Equitable Holdings Inc.55,827$2.38M0.0%+8.9%1.778%
11/6/2025Caprock Group LLC7,500$310K0.0%N/A0.239%
11/6/2025 Western Wealth Management LLC18,194$776K0.0%+19.9%0.579%
11/5/2025 Signature Estate & Investment Advisors LLC16,056$685K0.0%+7.6%0.511%
11/5/2025Envestnet Asset Management Inc.191,116$8.15M0.0%-0.8%6.086%
11/4/2025 Comprehensive Wealth Management LLC44,698$1.91M1.4%+57.9%1.424%
11/3/2025 Belpointe Asset Management LLC11,664$498K0.0%N/A0.371%
10/31/2025PFG Investments LLC18,222$777K0.0%+84.2%0.580%
10/22/2025New Century Financial Group LLC18,099$772K1.4%-66.6%0.578%
10/22/2025 Geneos Wealth Management Inc.4,047$173K0.0%-8.0%0.129%
10/10/2025 Fifth Third Securities Inc.38,642$1.65M0.1%+4.1%1.239%
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9/4/2025Osaic Holdings Inc.49,146$1.96M0.0%+1.7%1.596%
8/15/2025IHT Wealth Management LLC5,610$224K0.0%N/A0.182%
8/13/2025 ARK & TLK Investments LLC5,033$201K0.1%N/A0.163%
8/11/2025 Western Wealth Management LLC15,172$606K0.0%-3.1%0.493%
8/1/2025Envestnet Asset Management Inc.192,714$7.69M0.0%-15.7%6.257%
7/21/2025New Century Financial Group LLC54,183$2.16M2.5%+96.4%1.759%
7/18/2025PFG Investments LLC9,894$395K0.0%-3.1%0.321%
7/17/2025 Fifth Third Securities Inc.37,113$1.48M0.1%-1.9%1.205%
5/21/2025Geneos Wealth Management Inc.4,301$157K0.0%+21.0%0.203%
5/16/2025Signature Estate & Investment Advisors LLC14,682$535K0.0%N/A0.693%
5/15/2025Centric Wealth Management8,792$320K0.1%-39.9%0.415%
5/14/2025CreativeOne Wealth LLC10,050$366K0.0%+15.2%0.474%
5/13/2025Comprehensive Wealth Management LLC13,652$497K0.3%+44.9%0.644%
5/7/2025LPL Financial LLC144,134$5.25M0.0%+9.8%6.799%
5/6/2025Avantax Advisory Services Inc.22,810$831K0.0%+161.1%1.076%
5/1/2025Fifth Third Securities Inc.37,827$1.38M0.1%+46.8%1.784%
4/29/2025Envestnet Asset Management Inc.228,684$8.33M0.0%+294.4%10.787%
4/23/2025Western Wealth Management LLC15,658$570K0.0%+15.3%0.739%
4/22/2025PFG Investments LLC10,215$372K0.0%+49.3%0.482%
4/16/2025New Century Financial Group LLC27,590$1.01M1.2%N/A1.301%
2/17/2025Napa Wealth Management67,722$2.58M1.1%N/A5.838%
2/13/2025Envestnet Asset Management Inc.57,981$2.21M0.0%+39.8%4.998%
2/12/2025Centric Wealth Management14,626$557K0.2%-11.8%1.261%
2/12/2025StoneX Group Inc.19,903$758K0.0%N/A1.716%
2/11/2025LPL Financial LLC131,315$5.00M0.0%-74.0%11.320%
2/11/2025Comprehensive Wealth Management LLC9,424$359K0.3%+15.1%0.812%
2/10/2025Avantax Advisory Services Inc.8,735$333K0.0%+8.0%0.753%
2/3/2025Private Advisor Group LLC6,739$257K0.0%-7.6%0.581%
1/30/2025Principal Securities Inc.21,829$831K0.0%-10.7%1.882%
1/23/2025Fifth Third Securities Inc.25,764$981K0.1%N/A2.221%
1/21/2025Geneos Wealth Management Inc.3,555$135K0.0%N/A0.306%
1/14/2025SeaCrest Wealth Management LLC16,012$610K0.1%+60.5%1.380%
11/14/2024Centric Wealth Management16,591$750K0.2%+100.6%1.430%
11/14/2024CreativeOne Wealth LLC8,826$388K0.0%N/A0.761%
11/6/2024Comprehensive Wealth Management LLC8,188$360K0.2%+4.5%0.706%
10/22/2024International Assets Investment Management LLC13,190$5.80M0.0%N/A1.137%
10/16/2024SeaCrest Wealth Management LLC9,976$439K0.0%N/A0.860%
8/27/2024New Century Financial Group LLC69,201$2.87M1.2%N/A5.966%
8/8/2024Envestnet Asset Management Inc.102,876$4.26M0.0%+631.4%8.869%
8/7/2024PFG Investments LLC6,845$283K0.0%+17.5%0.590%
8/6/2024Caprock Group LLC7,500$311K0.0%N/A0.647%
7/19/2024Western Wealth Management LLC15,701$650K0.0%-4.0%1.354%
5/24/2024Cetera Advisors LLC5,270$210K0.0%-16.3%0.454%
5/1/2024Centric Wealth Management10,298$399K0.1%N/A0.911%
4/22/2024PFG Investments LLC5,827$233K0.0%N/A0.516%
2/7/2024Principal Securities Inc.2,935$105K0.0%N/A0.267%
1/31/2024Western Wealth Management LLC15,690$561K0.0%N/A1.426%
1/25/2024International Assets Investment Management LLC10,725$3.83M0.0%N/A0.975%
1/24/2024International Assets Investment Management LLC10,725$3.83M0.0%N/A0.975%
11/13/2023LPL Financial LLC502,777$15.85M0.0%+154.2%45.707%
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7/31/2023LPL Financial LLC197,775$6.60M0.0%+1,471.1%18.836%
2/8/2023Cambridge Investment Research Advisors Inc.22,707$631K0.0%-2.6%2.671%


HTUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 37 institutional investors and hedge funds held shares of Hull Tactical US ETF. The most heavily invested institutionals were LPL Financial LLC ($12.52M), Envestnet Asset Management Inc. ($8.15M), Partners Wealth Management LLC ($7.23M), Napa Wealth Management ($2.58M), Equitable Holdings Inc. ($2.20M), Comprehensive Wealth Management LLC ($2.12M), and Nia Impact Advisors LLC ($1.59M).Learn more on Hull Tactical US ETF's institutional investors.

Of the 33 institutional investors that purchased Hull Tactical US ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($187.22K), Partners Wealth Management LLC ($158.71K), LPL Financial LLC ($69.88K), Napa Wealth Management ($67.72K), New Century Financial Group LLC ($54.18K), Fifth Third Securities Inc. ($39.62K), and Janney Montgomery Scott LLC ($36.68K).

Institutional investors have bought a total of 350,685 shares in the last 24 months. This purchase volume represents approximately $15.09M in transactions.

The following institutional investors have sold Hull Tactical US ETF stock in the last 24 months: Osaic Holdings Inc. ($9.10K), Western Wealth Management LLC ($6.49K), Principal Securities Inc. ($4.60K), Nia Impact Advisors LLC ($3.48K), Optivise Advisory Services LLC ($2.23K), Centric Wealth Management ($1.02K), and Equitable Holdings Inc. ($342.00).

Institutional investors have sold a total of 27,255 shares in the last 24 months. This volume of shares sold represents approximately $1.13M in transactions.



Institutional ownership data for BATS:HTUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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