HORIZON EXPEDITION PLUS ETF HBTA
$32.14
-1.1% 52w: $23.96 – $33.27
Latest 13F among current holders filed 1 month ago (May 15, 2026)
Price — last 12 months
research preview data23.9628.6133.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
21
+1 QoQ
13F value
$131.6M
+18.7% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns HBTA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Bank of New York Mellon Corp | Diversified mechanical | 1.6M | $42.0M | 0.0% | +1.9% |
| LPL Financial LLC | Bank broker | 855.2K | $22.9M | 0.0% | New |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 779.9K | $20.9M | 0.0% | +11.1% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 635.1K | $17.0M | 0.0% | -11.9% |
| Cetera Investment Advisers | Wealth advisor | 608.4K | $16.3M | 0.0% | +11.1% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 116.7K | $3.1M | 0.0% | +2.3% |
| Ascentis Independent Advisors | Other | 80.8K | $2.2M | 0.2% | New |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 61.8K | $1.7M | 0.0% | +10.4% |
| Golden State Wealth Management, LLC | Wealth advisor | 59.9K | $1.6M | 0.2% | New |
| Horizon Investments, LLC | Diversified mechanical | 29.0K | $778K | 0.0% | +54.3% |
| CERTIOR FINANCIAL GROUP, LLC | Wealth advisor | 23.3K | $624K | 0.4% | -5.3% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 19.7K | $528K | 0.0% | -18.6% |
| MORGAN STANLEY | Bank broker | 19.1K | $512K | 0.0% | New |
| INTERACTIVE FINANCIAL ADVISORS, INC. | Wealth advisor | 18.9K | $507K | 0.3% | -0.8% |
| Brookwood Investment Group LLC | Wealth advisor | 13.3K | $356K | 0.0% | +22.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 13.0K | $347K | 0.0% | +24.2% |
| Ausdal Financial Partners, Inc. | Wealth advisor | 9.9K | $265K | 0.0% | -0.2% |
| ROYAL BANK OF CANADA | Bank broker | 1.6K | $42K | 0.0% | +164.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 97 | $3K | 0.0% | New |
| Smartleaf Asset Management LLC | Wealth advisor | 26 | $668 | 0.0% | New |
| UBS Group AG | Bank broker | 16 | $428 | 0.0% | -96.1% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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