HORIZON FDS (HBTA) is held by 11 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is Bank of New York Mellon Corp as of Q1 2026.

Are institutions buying or selling HBTA?

In Q1 2026, 9 institutions opened or increased positions in HORIZON FDS while 5 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on HBTA?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for HORIZON FDS.

How many hedge funds hold HBTA?

11 institutional investors report holding HORIZON FDS (HBTA) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into HBTA?

As of Q1 2026, tracked institutions in HORIZON FDS show 9 buyers versus 5 sellers — net inflows.

HORIZON FDS

HBTA·44053A630·US·ETF·Unknown - Unknown

Holders

(2 Elite)

$106.6M

Total Value

64% (14)

Consensus

9 buying - 5 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Held by 11 funds

2 elite

No recent insider, activist, or congressional trades found for this stock

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Bank of New York Mellon Corp	Increased	1.6M(+1.9%)	$42M	0.0%	+17.76%	30
LPL Financial LLC	New	855,237	$22.9M	0.0%	+14.93%	39
ENVESTNET ASSET MANAGEMENT INC	Increased	779,885(+11.1%)	$20.9M	0.0%	+19.89%	32
Cetera Investment Advisers	Increased	608,353(+11.1%)	$16.3M	0.0%	+17.41%	31
OPOrion Porfolio Solutions, LLC	Increased	116,711(+2.3%)	$3.1M	0.0%	+30.76%	27
Envestnet Portfolio Solutions, Inc.	Decreased	19,699(-18.6%)	$527,547	0.0%	+31.17%	0
MORGAN STANLEY	New	19,112	$511,827	0.0%	+14.93%	37
OSAIC HOLDINGS, INC.	Increased	12,973(+24.2%)	$347,432	0.0%	+27.66%	29
ROYAL BANK OF CANADA	Increased	1,568(+164.0%)	$42,000	0.0%	+16.01%	22
WELLS FARGO & COMPANY/MN	New	97	$2,598	0.0%	+14.93%	19
UBS Group AG	Decreased	16(-96.1%)	$428	0.0%	+38.02%	0
Kestra Advisory Services, LLC	Exited	0(-100.0%)	$31,918	0.0%	-1.85%	0
JPMORGAN CHASE & CO	Exited	0(-100.0%)	$114,982	0.0%	+2.51%	0
Allworth Financial LP	Exited	0(-100.0%)	$3,767	0.0%	+14.13%	0