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Horizon Expedition Plus ETF (HBTA) Institutional Ownership

$33.42 +0.01 (+0.03%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Horizon Expedition Plus ETF (NYSEARCA:HBTA)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$31.03M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$18.37M
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HBTA Institutional Buying and Selling by Quarter

Horizon Expedition Plus ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/23/2026Envestnet Portfolio Solutions Inc.18,292$598K0.0%-7.1%0.234%
9/23/2026Envestnet Asset Management Inc.1,037,115$33.90M0.0%+33.0%13.262%
5/18/2026Royal Bank of Canada1,568$42K0.0%+164.0%0.035%
5/13/2026Cetera Investment Advisers608,353$16.29M0.0%+11.1%13.519%
5/5/2026Bank of New York Mellon Corp1,566,831$41.96M0.0%+1.9%34.818%
4/28/2026Ascentis Independent Advisors80,807$2.16M0.2%N/A1.796%
2/18/2026OLD Mission Capital LLC17,536$508K0.0%-46.3%0.430%
2/17/2026Cetera Investment Advisers547,364$15.86M0.0%+2.5%13.416%
2/17/2026Osaic Holdings Inc.10,449$303K0.0%-16.8%0.256%
2/13/2026Kestra Advisory Services LLC1,102$32K0.0%N/A0.027%
2/12/2026Orion Porfolio Solutions LLC114,133$3.31M0.0%-3.0%2.797%
2/12/2026Principal Securities Inc.55,979$1.62M0.0%+5.0%1.372%
2/10/2026Bank of New York Mellon Corp1,537,455$44.54M0.0%-27.5%37.683%
2/10/2026Northwestern Mutual Wealth Management Co.28,471$825K0.0%+81,245.7%0.698%
2/9/2026Interactive Financial Advisors Inc.19,096$553K0.4%-9.4%0.468%
2/6/2026Envestnet Portfolio Solutions Inc.24,191$701K0.0%-7.7%0.593%
2/4/2026Certior Financial Group LLC24,599$713K0.5%-6.6%0.603%
2/2/2026Horizon Investments LLC18,820$545K0.0%-8.5%0.461%
1/23/2026HBW Advisory Services LLC5,236$152K0.0%N/A0.128%
1/1/2026JPMorgan Chase & Co.15,570$440K0.0%N/A0.383%
11/17/2025Ausdal Financial Partners Inc.9,970$282K0.0%N/A0.246%
11/14/2025Horizon Investments LLC20,575$582K0.0%-15.3%0.507%
11/12/2025Orion Porfolio Solutions LLC117,671$3.33M0.0%-6.2%2.898%
11/7/2025JPMorgan Chase & Co.15,570$440K0.0%N/A0.383%
11/5/2025Envestnet Asset Management Inc.690,283$19.51M0.0%+339.4%17.002%
10/31/2025Certior Financial Group LLC26,327$744K0.5%-8.1%0.648%
10/30/2025Envestnet Portfolio Solutions Inc.26,197$741K0.0%-18.5%0.645%
10/29/2025Interactive Financial Advisors Inc.21,078$596K0.3%-2.9%0.519%
10/21/2025Brookwood Investment Group LLC11,015$311K0.0%N/A0.271%
9/4/2025Osaic Holdings Inc.22,378$568K0.0%N/A1.533%
8/27/2025Orion Porfolio Solutions LLC125,478$3.19M0.0%N/A8.594%
8/15/2025Orion Porfolio Solutions LLC125,478$3.19M0.0%N/A8.594%
8/14/2025Jane Street Group LLC8,682$221K0.0%-69.2%0.595%
8/1/2025Envestnet Asset Management Inc.157,114$3.99M0.0%N/A11.064%
7/25/2025Envestnet Portfolio Solutions Inc.32,134$816K0.0%N/A2.263%
5/19/2025Jane Street Group LLC28,185$611K0.0%N/A2.202%
5/15/2025Certior Financial Group LLC25,650$556K0.4%N/A2.004%
5/13/2025Horizon Investments LLC24,420$530K0.0%N/A1.908%
5/6/2025Brookwood Investment Group LLC13,223$287K0.0%N/A1.033%
4/29/2025Interactive Financial Advisors Inc.21,809$473K0.2%N/A1.704%
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HBTA Institutional Ownership - Frequently Asked Questions

During the previous two years, 20 institutional investors and hedge funds held shares of Horizon Expedition Plus ETF. The most heavily invested institutionals were Bank of New York Mellon Corp ($41.96M), Envestnet Asset Management Inc. ($33.90M), Cetera Investment Advisers ($16.29M), Orion Porfolio Solutions LLC ($3.31M), Ascentis Independent Advisors ($2.16M), Principal Securities Inc. ($1.62M), and Northwestern Mutual Wealth Management Co. ($825K).Learn more on Horizon Expedition Plus ETF's institutional investors.

Of the 19 institutional investors that purchased Horizon Expedition Plus ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($947.51K), Orion Porfolio Solutions LLC ($250.96K), Ascentis Independent Advisors ($80.81K), Cetera Investment Advisers ($74.10K), Envestnet Portfolio Solutions Inc. ($32.13K), JPMorgan Chase & Co. ($31.14K), and Bank of New York Mellon Corp ($29.38K).

Institutional investors have bought a total of 1,065,243 shares in the last 24 months. This purchase volume represents approximately $31.03M in transactions.

The following institutional investors have sold Horizon Expedition Plus ETF stock in the last 24 months: Bank of New York Mellon Corp ($584.48K), OLD Mission Capital LLC ($15.11K), Orion Porfolio Solutions LLC ($11.35K), Envestnet Portfolio Solutions Inc. ($9.35K), Horizon Investments LLC ($5.48K), Certior Financial Group LLC ($4.04K), and Interactive Financial Advisors Inc. ($2.62K).

Institutional investors have sold a total of 634,526 shares in the last 24 months. This volume of shares sold represents approximately $18.37M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:HBTA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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