Horizon Expedition Plus ETF (HBTA) Institutional Ownership $32.24 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for Horizon Expedition Plus ETF (NYSEARCA:HBTA)Number ofInstitutional Buyers(last 12 months)15TotalInstitutional Inflows(last 12 months)$34.37MNumber ofInstitutional Sellers(last 12 months)9TotalInstitutional Outflows(last 12 months)$18.82M Get HBTA Insider Trade Alerts Want to know when executives and insiders are buying or selling Horizon Expedition Plus ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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Skip Chart & View Institutional Buying and Selling Data HBTA Institutional Buying and Selling by Quarter Horizon Expedition Plus ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/18/2026 Royal Bank of Canada1,568$42K0.0%+164.0%0.035% 5/13/2026 Cetera Investment Advisers608,353$16.29M0.0%+11.1%13.519% 5/5/2026 Bank of New York Mellon Corp1,566,831$41.96M0.0%+1.9%34.818% 4/28/2026 Ascentis Independent Advisors80,807$2.16M0.2%N/A1.796% 2/18/2026 OLD Mission Capital LLC17,536$508K0.0%-46.3%0.430% 2/17/2026 Cetera Investment Advisers547,364$15.86M0.0%+2.5%13.416% 2/17/2026 Osaic Holdings Inc.10,449$303K0.0%-16.8%0.256% 2/13/2026 Kestra Advisory Services LLC1,102$32K0.0%N/A0.027% 2/12/2026 Orion Porfolio Solutions LLC114,133$3.31M0.0%-3.0%2.797% 2/12/2026 Principal Securities Inc.55,979$1.62M0.0%+5.0%1.372% Get the Latest News and Ratings for HBTA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Horizon Expedition Plus ETF and its competitors with MarketBeat's FREE daily newsletter. 2/10/2026 Bank of New York Mellon Corp1,537,455$44.54M0.0%-27.5%37.683% 2/10/2026 Northwestern Mutual Wealth Management Co.28,471$825K0.0%+81,245.7%0.698% 2/9/2026 Interactive Financial Advisors Inc.19,096$553K0.4%-9.4%0.468% 2/6/2026 Envestnet Portfolio Solutions Inc.24,191$701K0.0%-7.7%0.593% 2/4/2026 Certior Financial Group LLC24,599$713K0.5%-6.6%0.603% 2/2/2026 Horizon Investments LLC18,820$545K0.0%-8.5%0.461% 1/23/2026 HBW Advisory Services LLC5,236$152K0.0%N/A0.128% 1/1/2026 JPMorgan Chase & Co.15,570$440K0.0%N/A0.383% 11/17/2025 Ausdal Financial Partners Inc.9,970$282K0.0%N/A0.246% 11/14/2025 Horizon Investments LLC20,575$582K0.0%-15.3%0.507% 11/12/2025 Orion Porfolio Solutions LLC117,671$3.33M0.0%-6.2%2.898% 11/7/2025 JPMorgan Chase & Co.15,570$440K0.0%N/A0.383% 11/5/2025 Envestnet Asset Management Inc.690,283$19.51M0.0%+339.4%17.002% 10/31/2025 Certior Financial Group LLC26,327$744K0.5%-8.1%0.648% 10/30/2025 Envestnet Portfolio Solutions Inc.26,197$741K0.0%-18.5%0.645% 10/29/2025 Interactive Financial Advisors Inc.21,078$596K0.3%-2.9%0.519% 10/21/2025 Brookwood Investment Group LLC11,015$311K0.0%N/A0.271% 9/4/2025 Osaic Holdings Inc.22,378$568K0.0%N/A1.533% 8/27/2025 Orion Porfolio Solutions LLC125,478$3.19M0.0%N/A8.594% 8/15/2025 Orion Porfolio Solutions LLC125,478$3.19M0.0%N/A8.594% 8/14/2025 Jane Street Group LLC8,682$221K0.0%-69.2%0.595% 8/1/2025 Envestnet Asset Management Inc.157,114$3.99M0.0%N/A11.064% 7/25/2025 Envestnet 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% HBTA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of HBTA shares? 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. ($19.51M), 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. Which institutional investors have been buying Horizon Expedition Plus ETF's stock? 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. ($690.28K), 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). How much institutional buying is happening at Horizon Expedition Plus ETF? Institutional investors have bought a total of 1,270,595 shares in the last 24 months. This purchase volume represents approximately $34.37M in transactions. Which of Horizon Expedition Plus ETF's major shareholders have been selling company stock? Of the 9 institutional investors that sold Horizon Expedition Plus ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Bank of New York Mellon Corp ($584.48K), Jane Street Group LLC ($19.50K), OLD Mission Capital LLC ($15.11K), Orion Porfolio Solutions LLC ($11.35K), Envestnet Portfolio Solutions Inc. ($7.94K), Horizon Investments LLC ($5.48K), and Certior Financial Group LLC ($4.04K). How much institutional selling is happening at Horizon Expedition Plus ETF? Institutional investors have sold a total of 652,622 shares in the last 24 months. This volume of shares sold represents approximately $18.82M in transactions. Related Companies AUGW Institutional Ownership TPIF Institutional Ownership SWP Institutional Ownership XPAY Institutional Ownership SIXJ Institutional Ownership BLES Institutional Ownership XMAG Institutional Ownership YLDE Institutional Ownership BRIF Institutional Ownership PHEQ Institutional Ownership This page (NYSEARCA:HBTA) was last updated on 5/25/2026 by MarketBeat.com Staff. 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