Horizon Expedition Plus ETFHBTAETF
13F holders, Q4 2025 (December 31)20holders −2
2new positions
3sold out
$28.97avg. 13F price*
At the end of Q4 2025, 20 institutions reported holding Horizon Expedition Plus ETF (HBTA) in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 3 sold out. The largest holders were Bank of New York Mellon Corp ($44.5M), Cambridge Investment Research Advisors, Inc. ($20.9M) and Envestnet Asset Management Inc. ($20.3M).
- Company
- Horizon Expedition Plus ETF
- CUSIP
- 44053A630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $184K |
| Exits | 3 | $509K |
All 13F filers, Q3 2025 → Q4 2025: 33,730 shares bought and 685,889 shares sold, net −652,159 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 20 holders
| Bank of New York Mellon Corp | 0.01% | Reduce -27.5% | 1,537,455 | $44.5M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -5.6% | 721,098 | $20.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +1.7% | 701,876 | $20.3M |
| Cetera Investment Advisers | 0.02% | Add +2.5% | 547,364 | $15.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.0% | 114,133 | $3.3M |
| Principal Securities, Inc. | 0.03% | Add +5.0% | 55,979 | $1.6M |
| Certior Financial Group, LLC | 0.49% | Reduce -6.6% | 24,599 | $713K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.7% | 24,191 | $701K |
| Interactive Financial Advisors, Inc. | 0.36% | Reduce -9.4% | 19,096 | $553K |
| Horizon Investments, LLC | 0.01% | Reduce -8.5% | 18,820 | $545K |
| Old Mission Capital LLC | 0.02% | Reduce -46.3% | 17,536 | $508K |
| Brookwood Investment Group LLC | 0.04% | Reduce -1.3% | 10,876 | $315K |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.8% | 10,449 | $303K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.4% | 9,929 | $288K |
| HBW Advisory Services LLC | 0.02% | New | 5,236 | $152K |
| JPMorgan Chase & Co. | 0.00% | Reduce -74.5% | 3,969 | $115K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,102 | $32K |
| Royal Bank of Canada | 0.00% | No change | 594 | $17K |
| UBS Group AG | 0.00% | Reduce -61.2% | 414 | $12K |
| Allworth Financial LP | 0.00% | No change | 130 | $4K |
"% of holder's portfolio" is HBTA's weight in each manager's 13F, not the share of Horizon Expedition Plus ETF the manager owns.