Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Capitol Ser Tr (HTUS)

26 + 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
↓ -5
Streak
1Q ▼
Buyers last Q
39%

Smart Money Signals — HTUS

Based on 26 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their HTUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 84% of 3.0Y peak

84% of all-time peak
26 funds currently hold this stock — 84% 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.
🔴

Heavy selling pressure — only 39% buying

12 buying19 selling
Last quarter: 19 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 10 → 5 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 38% long-term, 35% new

■ 38% conviction (2yr+) ■ 27% medium ■ 35% new
Of the 26 current holders: 10 (38%) held >2 years, 7 held 1–2 years, and 9 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.
📊

Peak discovery — momentum slowing

7 → 7 → 10 → 5 → 6 new funds/Q
New funds entering each quarter: 7 → 10 → 5 → 6. 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 — 38% veterans, 38% new entrants

■ 38% veterans ■ 23% 1-2yr ■ 38% new
Of 26 current holders: 10 (38%) held 2+ years, 6 held 1–2 years, 10 (38%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
3 of 26 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in HTUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 Q1, 12 hedge funds were net buyers of HTUS (6 opened a new position, 6 added to an existing one), while 19 reduced or exited (8 trimmed, 11 sold completely) — a 39% buyer ratio, indicating net institutional distribution. 52% of total institutional value in HTUS is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -5 funds (more exits than new entries). Total institutional holders: 26.

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.

Is It Too Late to Buy Capitol Ser Tr (HTUS) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much HTUS has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 89d ago
HTUS
+13.3%
SPY
+12.4%

HTUS outperformed SPY by +0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 44d ago
HTUS
-1.0%
SPY
-1.1%

Since the filing became public, HTUS outperformed SPY by +0.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

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
0.8
/ 10
conviction
Hedge Fund Positioning: HTUS
26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 31 -16.13%
13F Shares 1M 979K 4.87%
Total Value $38M $39M -2.75%
New Positions 6 5 +1
Increased Positions 6 10 -4
Closed Positions 11 3 +8
Reduced Positions 8 6 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: HTUS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

26 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Comprehensive Wealth Management, LLC 3.10% 160,694 $6.1M
2 Nia Impact Advisors, LLC 0.68% 40,087 $1.5M
3 Fifth Third Securities, INC. 0.11% 43,569 $1.7M
4 Centric Wealth Management 0.06% 7,168 $302K
5 PFG Investments, LLC 0.04% 24,898 $950K
6 LaSalle St. Investment Advisors, LLC 0.04% 6,605 $252K
7 Titleist Asset Management, LLC 0.03% 10,232 $391K
8 Western Wealth Management, LLC 0.03% 19,532 $746K
9 Signal Advisors Wealth, LLC 0.02% 8,883 $339K
10 Gts Securities LLC 0.02% 15,487 $591K
11 Signature Estate & Investment Advisors LLC 0.02% 20,981 $801K
12 Equitable Holdings, Inc. 0.01% 57,715 $2.3M
13 Principal Securities, INC. 0.01% 14,888 $568K
14 Caprock Group, LLC 0.01% 7,500 $286K
15 Geneos Wealth Management Inc. 0.00% 5,599 $214K
16 Old Mission Capital LLC 0.00% 7,029 $268K
17 LPL Financial LLC 0.00% 308,931 $11.8M
18 Clayton Financial Group LLC 0.00% 100 $4K
19 Caitlin John, LLC 0.00% 65 $2K
20 Envestnet Asset Management Inc 0.00% 108,998 $4.2M
21 Tradewinds Capital Management, LLC 0.00% 115 $4K
22 Nvwm, LLC 0.00% 100 $4K
23 Truist Financial Corp 0.00% 14,002 $534K
24 Osaic Holdings, INC. 0.00% 8,123 $310K
25 Susquehanna International Group, LLP 0.00% 97,716 $3.7M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their HTUS positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for HTUS?

Heavy selling pressure — only 39% buying: Last quarter: 19 funds sold vs only 12 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for HTUS holders?

Elite ownership — 52% AUM from top-100 funds: 3 of 26 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in HTUS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held HTUS?

Mixed — 38% long-term, 35% new: Of the 26 current holders: 10 (38%) held >2 years, 7 held 1–2 years, and 9 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.

Is it too late to buy Capitol Ser Tr (HTUS) following the 2026 Q1 hedge fund 13F filings?

As of today, HTUS has moved -1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.1% for the SPY sector ETF — an outperformance of +0.1%. Since the quarter end (March 31, 2026), HTUS has gained +13.3% vs +12.4% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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