HORIZON FDS

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

HBTA (HORIZON FDS) is held by 12 institutional investors as of Q2 2026. Largest holders: Bank of New York Mellon Corp ($51.3M), ENVESTNET ASSET MANAGEMENT INC ($33.9M), LPL Financial LLC ($29.2M). Net institutional sentiment: Mixed.

12

Holders

(3 Elite)

$139.5M

Total Value

62% (13)

Consensus

8 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)81

Insider (Form 4)65

Activist (13D/13G)27

Congressional (STOCK Act)49

Holder Quality

50

★★★★★

Elite

60

★★★★

Strong

58

★★★

Solid

16

★★

Below

13

★

Weak

Held by 12 funds

3 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for HBTA.

Top Holders

Top Holders (12)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Bank of New York Mellon Corp	Increased	1.6M(+0.2%)	$51.3M	0.0%	+15.10%	29
ENVESTNET ASSET MANAGEMENT INC	Increased	1M(+33.0%)	$33.9M	0.0%	+11.89%	37
LPL Financial LLC	Increased	893,166(+4.4%)	$29.2M	0.0%	+11.70%	30
Cetera Investment Advisers	Increased	610,913(+0.4%)	$20M	0.0%	+14.72%	28
OPOrion Porfolio Solutions, LLC	Decreased	113,818(-2.5%)	$3.7M	0.0%	+27.85%	0
Envestnet Portfolio Solutions, Inc.	Decreased	18,292(-7.1%)	$597,965	0.0%	+28.25%	0
OSAIC HOLDINGS, INC.	Increased	13,984(+7.8%)	$457,151	0.0%	+22.44%	26
AE Wealth Management LLC	New	4,956	$162,012	0.0%	-1.68%	31
US BANCORP \DE\	New	1,764	$57,665	0.0%	-1.68%	29
UBS Group AG	Increased	927(+5693.8%)	$30,304	0.0%	-1.22%	21
ROYAL BANK OF CANADA	Decreased	594(-62.1%)	$19,000	0.0%	+13.43%	0
MORGAN STANLEY	Decreased	31(-99.8%)	$1,013	0.0%	+12.38%	0
WELLS FARGO & COMPANY/MN	Exited	0(-100.0%)	$2,598	0.0%	+14.30%	0

HBTAHORIZON FDS

1M3M6M1Y3Y5Y

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer