HORIZON FDS

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HBTA·44053A630·US·etf·Unknown - Unknown

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HBTA (HORIZON FDS) is held by 11 institutional investors as of Q1 2026. Largest holders: Bank of New York Mellon Corp ($42M), LPL Financial LLC ($22.9M), ENVESTNET ASSET MANAGEMENT INC ($20.9M). Net institutional sentiment: Mixed.

11

Holders

Avg rating(2 Elite)

$106.6M

Total Value

64% (14)

Fund Consensus

9 buying - 5 selling

Smart Money Verdict

View all

57Mixed MomentumSingle Source

Institutional (13F)57

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how HBTA's score breaks down across 4 SEC sources

Holder Quality

2

★★★★★

Elite

8

★★★★

Strong

4

★★★

Solid

0

★★

Below

0

★

Weak

Held by 11 funds

2 elite

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

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

Positions (11)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Bank of New York Mellon Corp	Increased	1.6M(+1.9%)	$42M	0.0%	+14.64%	30
LPL Financial LLC	New	855,237	$22.9M	0.0%	+11.89%	39
ENVESTNET ASSET MANAGEMENT INC	Increased	779,885(+11.1%)	$20.9M	0.0%	+16.72%	32
Cetera Investment Advisers	Increased	608,353(+11.1%)	$16.3M	0.0%	+14.30%	31
OPOrion Porfolio Solutions, LLC	Increased	116,711(+2.3%)	$3.1M	0.0%	+27.30%	27
Envestnet Portfolio Solutions, Inc.	Decreased	19,699(-18.6%)	$527,547	0.0%	+27.69%	0
MORGAN STANLEY	New	19,112	$511,827	0.0%	+11.89%	37
OSAIC HOLDINGS, INC.	Increased	12,973(+24.2%)	$347,432	0.0%	+24.28%	29
ROYAL BANK OF CANADA	Increased	1,568(+164.0%)	$42,000	0.0%	+12.94%	22
WELLS FARGO & COMPANY/MN	New	97	$2,598	0.0%	+11.89%	19
UBS Group AG	Decreased	16(-96.1%)	$428	0.0%	+34.36%	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

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer