Horizon Expedition Plus ETFHBTAETF
13F holders, Q3 2025 (September 30)22holders +9
10new positions
0sold out
$28.27avg. 13F price*
At the end of Q3 2025, 22 institutions reported holding Horizon Expedition Plus ETF (HBTA) in their 13F filings, up 9 from Q2 2025. 10 opened new positions and 0 sold out. The largest holders were Bank of New York Mellon Corp ($60.0M), Cambridge Investment Research Advisors, Inc. ($21.6M) and Envestnet Asset Management Inc. ($19.5M).
- Company
- Horizon Expedition Plus ETF
- CUSIP
- 44053A630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $77.6M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 3,279,008 shares bought and 91,767 shares sold, net +3,187,241 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 22 holders
| Bank of New York Mellon Corp | 0.01% | New | 2,121,934 | $60.0M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -7.1% | 763,826 | $21.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +339.4% | 690,283 | $19.5M |
| Cetera Investment Advisers | 0.02% | New | 534,251 | $15.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -6.2% | 117,671 | $3.3M |
| Principal Securities, Inc. | 0.02% | Add +0.7% | 53,293 | $1.5M |
| Old Mission Capital LLC | 0.03% | New | 32,650 | $923K |
| Certior Financial Group, LLC | 0.51% | Reduce -8.1% | 26,327 | $744K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.5% | 26,197 | $741K |
| Interactive Financial Advisors, Inc. | 0.32% | Reduce -2.9% | 21,078 | $596K |
| Horizon Investments, LLC | 0.01% | Reduce -15.3% | 20,575 | $582K |
| JPMorgan Chase & Co. | 0.00% | New | 15,570 | $440K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.9% | 12,555 | $355K |
| Brookwood Investment Group LLC | 0.04% | New | 11,015 | $311K |
| Jane Street Group, LLC | 0.00% | Add +22.4% | 10,629 | $300K |
| Wolverine Trading, LLC | 0.01% | New | 10,125 | $284K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 9,970 | $282K |
| LPL Financial LLC | 0.00% | New | 7,355 | $208K |
| UBS Group AG | 0.00% | Reduce -74.2% | 1,067 | $30K |
| Royal Bank of Canada | 0.00% | New | 594 | $17K |
| Allworth Financial LP | 0.00% | No change | 130 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 35 | $989 |
"% of holder's portfolio" is HBTA's weight in each manager's 13F, not the share of Horizon Expedition Plus ETF the manager owns.