Horizon Expedition Plus ETFHBTAETF
13F holders, Q2 2025 (June 30)13holders +5
7new positions
2sold out
$25.40avg. 13F price*
At the end of Q2 2025, 13 institutions reported holding Horizon Expedition Plus ETF (HBTA) in their 13F filings, up 5 from Q1 2025. 7 opened new positions and 2 sold out. The largest holders were Cambridge Investment Research Advisors, Inc. ($20.9M), Envestnet Asset Management Inc. ($4.0M) and Orion Porfolio Solutions, LLC ($3.2M).
- Company
- Horizon Expedition Plus ETF
- CUSIP
- 44053A630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $10.8M |
| Exits | 2 | $643K |
All 13F filers, Q1 2025 → Q2 2025: 1,205,509 shares bought and 49,417 shares sold, net +1,156,092 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +1661.1% | 822,291 | $20.9M |
| Envestnet Asset Management Inc. | 0.00% | New | 157,114 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.03% | New | 125,478 | $3.2M |
| Principal Securities, Inc. | 0.03% | New | 52,900 | $1.3M |
| Avantax Advisory Services, Inc. | 0.00% | New | 34,102 | $866K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 32,134 | $816K |
| Certior Financial Group, LLC | 0.56% | Add +11.7% | 28,637 | $727K |
| Horizon Investments, LLC | 0.01% | Reduce -0.5% | 24,297 | $617K |
| Osaic Holdings, Inc. | 0.00% | New | 22,378 | $568K |
| Interactive Financial Advisors, Inc. | 0.27% | Reduce -0.4% | 21,713 | $552K |
| Jane Street Group, LLC | 0.00% | Reduce -69.2% | 8,682 | $221K |
| UBS Group AG | 0.00% | Add +185.4% | 4,135 | $105K |
| Allworth Financial LP | 0.00% | New | 130 | $3K |
"% of holder's portfolio" is HBTA's weight in each manager's 13F, not the share of Horizon Expedition Plus ETF the manager owns.