Who Owns Horizon Expedition Plus ETF (HBTA)?Hedge Fund & Institutional Holders

$27.65-0.19 (-0.70%)Financial ServicesNYSE_ARCA

Institutional Holders

22

as of Q4 2025

Total Institutional Value

$4.4000200002000013e+52T

% of Float Held

—

QoQ Change in Holders

+8 / -3

Price History

$18.71$21.43$24.15$26.87$29.59Jan 25Aug 25Mar 26

HBTA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Bank of New York Mellon CorpNew Position+1.5M+$44.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+702K+$20.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+28K+$2.0M
CERTIOR FINANCIAL GROUP, LLCNew Position+25K+$712K
INTERACTIVE FINANCIAL ADVISORS, INC.New Position+19K+$553K
Brookwood Investment Group LLCNew Position+11K+$315K
HBW ADVISORY SERVICES LLCNew Position+5K+$151K
Kestra Advisory Services, LLCNew Position+1K+$0
Envestnet Portfolio Solutions, Inc.New Position+24K+$0
PRINCIPAL SECURITIES, INC.Increased+3K+$-1.5B
Cetera Investment AdvisersIncreased+13K+$-15.1B

HBTA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Orion Porfolio Solutions, LLCDecreased-4K-$3.3B
OLD MISSION CAPITAL LLCDecreased-15K-$922.5M
Horizon Investments, LLCDecreased-2K-$581.1M
JPMORGAN CHASE & CODecreased-12K-$440.2M
OSAIC HOLDINGS, INC.Decreased-2K-$354.9M
JANE STREET GROUP, LLCClosed Position-11K-$300.5M
WOLVERINE TRADING, LLCClosed Position-10K-$284.3M
Ausdal Financial Partners, Inc.Decreased-41-$281.6M
LPL Financial LLCClosed Position-7K-$207.9M
UBS Group AGDecreased-653-$30.2M
Cambridge Investment Research Advisors, Inc.Decreased-43K-$1.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Bank of New York Mellon Corp1,537,454$44.0M0.01%Share
2ENVESTNET ASSET MANAGEMENT INC701,876$20.0M0.01%Share
3Cambridge Investment Research Advisors, Inc.721,098$20.0M0.05%Share
4Cetera Investment Advisers547,364$15.0M0.02%Share
5NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO28,471$3.0M0.00%Share
6Orion Porfolio Solutions, LLC114,133$3.0M0.02%Share
7PRINCIPAL SECURITIES, INC.55,979$1.0M0.02%Share
8CERTIOR FINANCIAL GROUP, LLC24,599$712K0.48%Share
9INTERACTIVE FINANCIAL ADVISORS, INC.19,096$553K0.36%Share
10Horizon Investments, LLC18,820$545K0.01%Share
11OLD MISSION CAPITAL LLC17,536$508K0.01%Share
12Brookwood Investment Group LLC10,876$315K0.04%Share
13Ausdal Financial Partners, Inc.9,929$287K0.01%Share
14HBW ADVISORY SERVICES LLC5,236$151K0.02%Share
15UBS Group AG414$11K0.00%Share
16Allworth Financial LP130$3K0.00%Share
17OSAIC HOLDINGS, INC.10,449$00.00%Share
18Envestnet Portfolio Solutions, Inc.24,191$00.00%Share
19JPMORGAN CHASE & CO3,969$00.00%Share
20Bank of New York Mellon Corp1$00.00%Share
21Kestra Advisory Services, LLC1,102$00.00%Share
22ROYAL BANK OF CANADA594$00.00%Share

HBTA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202521$109.1M+5
Q3 202516$23.4B+4
Q2 202512$11.7B+4
Q1 20258$2.8B—

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As of Q4 2025, 22 institutional investors hold HBTA (Horizon Expedition Plus ETF). The largest holder is Bank of New York Mellon Corp with $44.0M in shares. This quarter, 8 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HBTA?

As of Q4 2025, 22 institutional investors report holding HBTA (Horizon Expedition Plus ETF) in their 13F filings.

Who is the largest institutional holder of HBTA?

The largest institutional holder of HBTA is Bank of New York Mellon Corp with $44.0M in shares.

Is institutional ownership of HBTA increasing or decreasing?

This quarter, 8 institutions opened new positions in HBTA and 3 closed their positions.