HBTA Institutional Ownership
Horizon Expedition Plus ETF
1W: +0.4%
1M: +6.2%
3M: +2.5%
YTD: +15.3%
1Y: +18.2%
$33.43
+0.33 (+1.00%)
Weekly Expected Move ±2.6%
$32
$33
$33
$34
$35
Overview
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Holdings
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Institutional Ownership — HBTA
26
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
249M
Total Invested
5
New Positions
7
Increased
13
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC NEW | 2,516,378 | 84M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 1,570,336 | 52M | +3,505 | +0.2% | 4Q | SEC ↗ |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1,037,115 | 35M | +257,230 | +33.0% | 5Q | SEC ↗ |
| 4 | LPL Financial LLC | 893,166 | 30M | +37,929 | +4.4% | 2Q | SEC ↗ |
| 5 | Cambridge Investment Research Advisors | 652,536 | 22M | +17,403 | +2.7% | 6Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 610,913 | 20M | +2,560 | +0.4% | 4Q | SEC ↗ |
| 7 | Orion Porfolio Solutions, LLC | 113,818 | 4M | -2,893 | -2.5% | 5Q | SEC ↗ |
| 8 | PRINCIPAL SECURITIES, INC. | 59,623 | 2M | -2,188 | -3.5% | 5Q | SEC ↗ |
| 9 | Golden State Wealth Management, LLC | 55,162 | 2M | -4,721 | -7.9% | 2Q | SEC ↗ |
| 10 | CERTIOR FINANCIAL GROUP, LLC | 22,346 | 747K | -939 | -4.0% | 6Q | SEC ↗ |
| 11 | INTERACTIVE FINANCIAL ADVISORS, INC. | 18,765 | 627K | -180 | -1.0% | 6Q | SEC ↗ |
| 12 | Envestnet Portfolio Solutions, Inc. | 18,292 | 612K | -1,407 | -7.1% | 5Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 13,984 | 467K | +1,011 | +7.8% | 5Q | SEC ↗ |
| 14 | Ausdal Financial Partners, Inc. | 9,881 | 330K | -27 | -0.3% | 4Q | SEC ↗ |
| 15 | Brookwood Investment Group LLC | 8,983 | 300K | -4,311 | -32.4% | 4Q | SEC ↗ |
| 16 | AE Wealth Management LLC NEW | 4,956 | 166K | — | +0.0% | 1Q | SEC ↗ |
| 17 | US BANCORP \DE NEW | 1,764 | 59K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Silver Grove Financial Group, Inc. NEW | 1,694 | 57K | — | +0.0% | 1Q | SEC ↗ |
| 19 | UBS Group AG | 927 | 31K | +911 | +5693.8% | 6Q | SEC ↗ |
| 20 | ROYAL BANK OF CANADA | 594 | 20K | -974 | -62.1% | 4Q | SEC ↗ |
| 21 | Horizon Investments, LLC | 508 | 17K | -28,526 | -98.3% | 6Q | SEC ↗ |
| 22 | SITTNER & NELSON, LLC NEW | 130 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 23 | MORGAN STANLEY | 31 | 1K | -19,081 | -99.8% | 2Q | SEC ↗ |
| 24 | Smartleaf Asset Management LLC | 26 | 1K | — | +0.0% | 2Q | SEC ↗ |
| 25 | JPMORGAN CHASE & CO | 0 | 0K | -3,969 | -100.0% | 2Q | SEC ↗ |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | 0K | -28,471 | -100.0% | 2Q | SEC ↗ |
| 27 | Allworth Financial LP | 0 | 0K | -130 | -100.0% | 3Q | SEC ↗ |
| 28 | OLD MISSION CAPITAL LLC | 0 | 0K | -17,536 | -100.0% | 2Q | SEC ↗ |
| 29 | Ascentis Independent Advisors | 0 | 0K | -80,807 | -100.0% | 1Q | SEC ↗ |
| 30 | HBW ADVISORY SERVICES LLC | 0 | 0K | -5,236 | -100.0% | 1Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 0 | 0K | -1,102 | -100.0% | 1Q | SEC ↗ |
| 32 | WELLS FARGO & COMPANY/MN | 0 | 0K | -97 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Foundations Investment Advisors, LL | 2,516,378 | 84M |
| AE Wealth Management LLC | 4,956 | 166K |
| US BANCORP \DE | 1,764 | 59K |
| Silver Grove Financial Group, Inc. | 1,694 | 57K |
| SITTNER & NELSON, LLC | 130 | 4K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ascentis Independent Advisors | 80,807 | 3M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 28,471 | 952K |
| OLD MISSION CAPITAL LLC | 17,536 | 586K |
| HBW ADVISORY SERVICES LLC | 5,236 | 175K |
| JPMORGAN CHASE & CO | 3,969 | 133K |
| Kestra Advisory Services, LLC | 1,102 | 37K |
| Allworth Financial LP | 130 | 4K |
| WELLS FARGO & COMPANY/MN | 97 | 3K |
Biggest Increases (7)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +257,230 | +33.0% | 1,037,115 |
| LPL Financial LLC | +37,929 | +4.4% | 893,166 |
| Cambridge Investment Research Advis | +17,403 | +2.7% | 652,536 |
| Bank of New York Mellon Corp | +3,505 | +0.2% | 1,570,336 |
| Cetera Investment Advisers | +2,560 | +0.4% | 610,913 |
| OSAIC HOLDINGS, INC. | +1,011 | +7.8% | 13,984 |
| UBS Group AG | +911 | +5693.8% | 927 |
Biggest Decreases (11)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Horizon Investments, LLC | -28,526 | -98.3% | 508 |
| MORGAN STANLEY | -19,081 | -99.8% | 31 |
| Golden State Wealth Management, LLC | -4,721 | -7.9% | 55,162 |
| Brookwood Investment Group LLC | -4,311 | -32.4% | 8,983 |
| Orion Porfolio Solutions, LLC | -2,893 | -2.5% | 113,818 |
| PRINCIPAL SECURITIES, INC. | -2,188 | -3.5% | 59,623 |
| Envestnet Portfolio Solutions, Inc. | -1,407 | -7.1% | 18,292 |
| ROYAL BANK OF CANADA | -974 | -62.1% | 594 |
| CERTIOR FINANCIAL GROUP, LLC | -939 | -4.0% | 22,346 |
| INTERACTIVE FINANCIAL ADVISORS, INC | -180 | -1.0% | 18,765 |
| Ausdal Financial Partners, Inc. | -27 | -0.3% | 9,881 |