Horizon Expedition Plus ETFHBTAETF
13F holders, Q1 2026 (March 31)21holders +1
6new positions
5sold out
$26.78avg. 13F price*
At the end of Q1 2026, 21 institutions reported holding Horizon Expedition Plus ETF (HBTA) in their 13F filings, up 1 from Q4 2025. 6 opened new positions and 5 sold out. The largest holders were Bank of New York Mellon Corp ($42.0M), LPL Financial LLC ($22.9M) and Envestnet Asset Management Inc. ($20.9M).
- Company
- Horizon Expedition Plus ETF
- CUSIP
- 44053A630
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $27.2M |
| Exits | 5 | $810K |
All 13F filers, Q4 2025 → Q1 2026: 1,208,076 shares bought and 120,314 shares sold, net +1,087,762 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 21 holders
| Bank of New York Mellon Corp | 0.01% | Add +1.9% | 1,566,831 | $42.0M |
| LPL Financial LLC | 0.01% | New | 855,237 | $22.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +11.1% | 779,885 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -11.9% | 635,133 | $17.0M |
| Cetera Investment Advisers | 0.02% | Add +11.1% | 608,353 | $16.3M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +2.3% | 116,711 | $3.1M |
| Ascentis Independent Advisors | 0.16% | New | 80,807 | $2.2M |
| Principal Securities, Inc. | 0.02% | Add +10.4% | 61,811 | $1.7M |
| Golden State Wealth Management, LLC | 0.18% | New | 59,883 | $1.6M |
| Horizon Investments, LLC | 0.01% | Add +54.3% | 29,034 | $778K |
| Certior Financial Group, LLC | 0.40% | Reduce -5.3% | 23,285 | $624K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.6% | 19,699 | $528K |
| Morgan Stanley | 0.00% | New | 19,112 | $512K |
| Interactive Financial Advisors, Inc. | 0.33% | Reduce -0.8% | 18,945 | $507K |
| Brookwood Investment Group LLC | 0.05% | Add +22.2% | 13,294 | $356K |
| Osaic Holdings, Inc. | 0.00% | Add +24.2% | 12,973 | $347K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.2% | 9,908 | $265K |
| Royal Bank of Canada | 0.00% | Add +164.0% | 1,568 | $42K |
| Wells Fargo & Company | 0.00% | New | 97 | $3K |
| Smartleaf Asset Management LLC | 0.00% | New | 26 | $668 |
| UBS Group AG | 0.00% | Reduce -96.1% | 16 | $428 |
"% of holder's portfolio" is HBTA's weight in each manager's 13F, not the share of Horizon Expedition Plus ETF the manager owns.