HORIZON FDS

HBTA

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolHBTA

CUSIP44053A630

Type

etf

ClassEXPEDITION PLUS

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$81.9M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 9)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
Bank of New York Mellon Corp	Decreased	1.5M(-27.5%)	$44.5M	0.0%	+4.44%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	701,876(+1.7%)	$20.3M	0.0%	+6.80%	29
Cetera Investment Advisers	Increased	547,364(+2.5%)	$15.9M	0.0%	+4.33%	29
Envestnet Portfolio Solutions, Inc.	Decreased	24,191(-7.7%)	$700,807	0.0%	+16.28%	0
OSAIC HOLDINGS, INC.	Decreased	10,449(-16.8%)	$302,720	0.0%	+16.28%	0

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