Who owns HBTA?
Horizon Expedition Plus ETF · Horizon
24 institutions reported holding HBTA, worth $248.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HBTA
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Foundations Investment Advisors, LLC | Phoenix, AZ | $82.3M | 2,516,378 | New position |
| Bank of New York Mellon Corp | New York, NY | $51.3M | 1,570,336 | +3,505 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $33.9M | 1,037,115 | +257,230 shares |
| LPL Financial LLC | Fort Mill, SC | $29.2M | 893,166 | +37,929 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $21.3M | 652,536 | +17,403 shares |
| Cetera Investment Advisers | Schaumburg, IL | $20.0M | 610,913 | +2,560 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $3.7M | 113,818 | −2,893 shares |
| Principal Securities, Inc. | Des Moines, IA | $1.9M | 59,623 | −2,188 shares |
| Golden State Wealth Management, LLC | Santa Ana, CA | $1.8M | 55,162 | −4,721 shares |
| Certior Financial Group, LLC | King Of Prussia, PA | $731K | 22,346 | −939 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns HBTA?
24 institutional managers reported holding HBTA in Form 13F filings for June 30, 2026, worth $248.8M in total. The largest reported position was held by Foundations Investment Advisors, LLC, at $82.3M.
Did institutions buy or sell HBTA last quarter?
Reported 13F value rose 89.1% from March 31, 2026, which includes price moves as well as buying and selling. 5 firms reported a new position and 2 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is HBTA ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.