Horizon Expedition Plus ETF (HBTA): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of HBTA (all 13F filers)
- Foundations Investment Advisors2.5 MType not verified+2.5 M
- Bank of New York Mellon1.6 MBank or trading desk+3,505
- Envestnet Asset Management1.0 MWealth adviser+257 K
- LPL Financial893 KWealth adviser+38 K
- Cambridge Investment Research Advisors653 KWealth adviser+17 K
- Cetera Investment Advisers611 KWealth adviser+2,560
- Orion Porfolio Solutions114 KType not verified−2,893
- Principal Securities60 KType not verified−2,188
- Golden State Wealth Management55 KWealth adviser−4,721
- Certior Financial Group22 KType not verified−939
- Shares
- 2.5 M
- Change
- +2.5 M
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- Type
- Type not verified
- Value
- $82.3M
- Shares
- 1.6 M
- Change
- +3,505
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- Type
- Bank or trading desk
- Value
- $51.3M
- Shares
- 1.0 M
- Change
- +257 K
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- Type
- Wealth adviser
- Value
- $33.9M
- Shares
- 893 K
- Change
- +38 K
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- Type
- Wealth adviser
- Value
- $29.2M
- Shares
- 653 K
- Change
- +17 K
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- Type
- Wealth adviser
- Value
- $21.3M
- Shares
- 611 K
- Change
- +2,560
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- Type
- Wealth adviser
- Value
- $20.0M
- Shares
- 114 K
- Change
- −2,893
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- Type
- Type not verified
- Value
- $3.7M
- Shares
- 60 K
- Change
- −2,188
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- Type
- Type not verified
- Value
- $1.9M
- Shares
- 55 K
- Change
- −4,721
See more
- Type
- Wealth adviser
- Value
- $1.8M
- Certior Financial Group
- Shares
- 22 K
- Change
- −939
See more
- Type
- Type not verified
- Value
- $731K
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗