Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capitol Ser Tr (HTUS)

28 + Investors. Track Smart Money conviction in HTUS. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — HTUS

Based on 28 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added HTUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
28 funds currently hold this stock — 90% of the 3.0-year high of 31 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

14 buying11 selling
Last quarter: 14 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 5 → 6 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 39% long-term, 39% new

■ 39% conviction (2yr+) ■ 21% medium ■ 39% new
Of the 28 current holders: 11 (39%) held >2 years, 6 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +28% but shares only +11% — price-driven

Value
+27%
Shares
+10%
Last quarter: the total dollar value of institutional holdings rose +28%, but actual share count only changed +11%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

7 → 10 → 5 → 6 → 5 new funds/Q
New funds entering each quarter: 10 → 5 → 6 → 5. HTUS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 39% veterans, 39% new entrants

■ 39% veterans ■ 21% 1-2yr ■ 39% new
Of 28 current holders: 11 (39%) held 2+ years, 6 held 1–2 years, 11 (39%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
2 of 28 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — HTUS

In 2026 Q2, 14 hedge funds were net buyers of HTUS (5 opened a new position, 9 added to an existing one), while 11 reduced or exited (8 trimmed, 3 sold completely) — a 56% buyer ratio, indicating a slight buying edge. 39% of total institutional value in HTUS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: HTUS

How many hedge funds hold HTUS — quarterly history vs. share price
Quarterly hedge fund ownership of HTUS vs. share price

Market Analysis: HTUS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: HTUS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 1 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: HTUS
28 + Investors

Track Smart Money conviction in HTUS. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 28 26 7.69%
13F Shares 1M 1M 10.51%
Total Value $48M $38M 27.59%
New Positions 5 6 -1
Increased Positions 9 6 +3
Closed Positions 3 11 -8
Reduced Positions 8 8 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTUS

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

28 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in HTUS. Verified SEC 13F-HR filings.

QUARTER:
Top 25 HTUS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Comprehensive Wealth Management, LLC 3.01% 150,048 $6.6M
2 Nia Impact Advisors, LLC 0.73% 40,087 $1.8M
3 Optivise Advisory Services LLC 0.67% 30,160 $1.3M
4 Brookwood Investment Group LLC 0.62% 126,339 $5.5M
5 Fifth Third Securities, INC. 0.11% 43,712 $1.9M
6 Titleist Asset Management, LLC 0.06% 20,362 $893K
7 Centric Wealth Management 0.05% 7,168 $302K
8 PFG Investments, LLC 0.05% 26,906 $1.2M
9 LaSalle St. Investment Advisors, LLC 0.04% 6,640 $291K
10 Western Wealth Management, LLC 0.02% 17,218 $755K
11 Signal Advisors Wealth, LLC 0.02% 9,042 $396K
12 Equitable Holdings, Inc. 0.02% 62,478 $2.7M
13 Signature Estate & Investment Advisors LLC 0.02% 19,991 $877K
14 Geneos Wealth Management Inc. 0.01% 9,272 $407K
15 Principal Securities, INC. 0.01% 14,038 $616K
16 Independent Financial Group, LLC 0.01% 8,937 $392K
17 Caprock Group, LLC 0.01% 7,500 $329K
18 LPL Financial LLC 0.00% 317,120 $13.9M
19 Caitlin John, LLC 0.00% 65 $3K
20 Envestnet Asset Management Inc 0.00% 108,068 $4.7M
21 Truist Financial Corp 0.00% 18,349 $805K
22 Tradewinds Capital Management, LLC 0.00% 115 $5K
23 Nvwm, LLC 0.00% 100 $4K
24 Integrated Wealth Concepts LLC 0.00% 2,174 $95K
25 Osaic Holdings, INC. 0.00% 7,644 $335K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Capitol Ser Tr (HTUS)

What does the Smart Money Trend signal show for HTUS?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added HTUS than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for HTUS?

Slight buying edge — 56% buying: Last quarter: 14 funds bought or added vs 11 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for HTUS holders?

Strong quality — 39% AUM from major funds: 2 of 28 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held HTUS?

Mixed — 39% long-term, 39% new: Of the 28 current holders: 11 (39%) held >2 years, 6 held 1–2 years, and 11 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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