Free Trial
→ $30 stock to buy before Starlink goes public (WATCH NOW!) (From Paradigm Press) (Ad)tc pixel Free HBTA Stock Alerts

Horizon Expedition Plus ETF (HBTA) Institutional Ownership

$31.19 +0.37 (+1.20%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Horizon Expedition Plus ETF (NYSEARCA:HBTA)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$34.70M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional 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
SMS 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. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

HBTA Institutional Buying and Selling by Quarter

Horizon Expedition Plus ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank 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%
2/18/2026OLD 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%
2/13/2026 Kestra 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%
2/9/2026 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%
2/2/2026Horizon Investments LLC18,820$545K0.0%-8.5%0.461%
1/23/2026 HBW 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%
11/5/2025 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%
9/4/2025Osaic 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%
8/1/2025 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, 19 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 ($15.86M), 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 18 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), Envestnet Portfolio Solutions Inc. ($32.13K), JPMorgan Chase & Co. ($31.14K), Bank of New York Mellon Corp ($29.38K), and Northwestern Mutual Wealth Management Co. ($28.44K).

How much institutional buying is happening at Horizon Expedition Plus ETF?

Institutional investors have bought a total of 1,300,110 shares in the last 24 months. This purchase volume represents approximately $34.70M 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

This page (NYSEARCA:HBTA) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel