Who owns HSMV?
First Trust Horizon Managed Volatility Small/Mid ETF · First Trust
17 institutions reported holding HSMV, worth $40.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of HSMV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Envestnet Asset Management Inc. | Berwyn, PA | $10.9M | 285,847 | +64,229 shares |
| Cetera Investment Advisers | Schaumburg, IL | $7.2M | 188,638 | +4,029 shares |
| LPL Financial LLC | Fort Mill, SC | $6.8M | 178,434 | +6,606 shares |
| Bank of New York Mellon Corp | New York, NY | $5.9M | 153,389 | +9,976 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $5.8M | 151,753 | −1,269 shares |
| Tower Research Capital LLC (TRC) | New York, NY | $1.6M | 42,691 | +29,534 shares |
| Orion Porfolio Solutions, LLC | Omaha, NE | $1.1M | 27,475 | −878 shares |
| Principal Securities, Inc. | Des Moines, IA | $632K | 16,509 | −41 shares |
| Certior Financial Group, LLC | King Of Prussia, PA | $289K | 7,544 | −286 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $160K | 4,187 | +460 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 HSMV?
17 institutional managers reported holding HSMV in Form 13F filings for June 30, 2026, worth $40.5M in total. The largest reported position was held by Envestnet Asset Management Inc., at $10.9M.
Did institutions buy or sell HSMV last quarter?
Reported 13F value rose 18.4% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 1 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 HSMV 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.