HBTA Institutional Ownership & Shareholders
HORIZON EXPEDITION PLUS ETF (HBTA) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $227.59M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Foundations Investment Advisors, Llc is currently the largest disclosed institutional shareholder of HBTA tracked by InsiderSet, reporting ownership valued at approximately $82.26M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $77.38M, representing an estimated loss of -5.93% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 99% of the total disclosed HBTA value among the investors covered in this analysis. Major shareholders include Foundations Investment Advisors, Llc, Bank Of New York Mellon Corp, Envestnet Asset Management Inc, and several other long-term asset managers with concentrated positions in HORIZON EXPEDITION PLUS ETF (HBTA).
This page ranks the largest institutional HBTA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
25
Total Reported Value
$227.59M
Largest Holder
Foundations Investment Advisors, Llc
Largest Position
$82.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Foundations Investment Advisors, Llc | 0.85% | 2,516,378 | $82,260,397 | $77,378,624 | -$4,881,774 | -5.93% | |
| Bank Of New York Mellon Corp | 0.01% | 1,570,336 | $51,334,284 | $48,287,832 | -$3,046,452 | -5.93% | |
| Envestnet Asset Management Inc | 0.01% | 1,037,115 | $33,903,275 | $31,891,286 | -$2,011,989 | -5.93% | |
| Lpl Financial Llc | 0.01% | 893,166 | $29,197,596 | $27,464,855 | -$1,732,742 | -5.93% | |
| Cetera Investment Advisers | 0.02% | 610,913 | $19,970,734 | $18,785,575 | -$1,185,159 | -5.93% | |
| Orion Porfolio Solutions, Llc | 0.03% | 113,818 | $3,720,727 | $3,499,904 | -$220,824 | -5.93% | |
| Principal Securities, Inc. | 0.02% | 59,623 | $1,949,076 | $1,833,407 | -$115,669 | -5.93% | |
| Golden State Wealth Management, Llc | 0.17% | 56,225 | $1,848,784 | $1,728,919 | -$119,865 | -6.48% | |
| Certior Financial Group, Llc | 0.37% | 20,775 | $683,136 | $638,831 | -$44,305 | -6.49% | |
| Interactive Financial Advisors, Inc. | 0.37% | 18,765 | $613,444 | $577,024 | -$36,420 | -5.94% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 18,292 | $597,965 | $562,479 | -$35,486 | -5.93% | |
| Osaic Holdings, Inc. | 0.00% | 13,984 | $457,151 | $430,008 | -$27,143 | -5.94% | |
| Ausdal Financial Partners, Inc. | 0.01% | 9,881 | $323,010 | $303,841 | -$19,169 | -5.93% | |
| Brookwood Investment Group Llc | 0.03% | 8,983 | $293,654 | $276,227 | -$17,427 | -5.93% | |
| Optivise Advisory Services Llc | 0.11% | 6,889 | $226,523 | $211,837 | -$14,686 | -6.48% | |
| Us Bancorp \De\ | 0.00% | 1,764 | $57,665 | $54,243 | -$3,422 | -5.93% | |
| Silver Grove Financial Group, Inc. | 0.03% | 1,694 | $55,377 | $52,091 | -$3,287 | -5.93% | |
| Ubs Group Ag | 0.00% | 927 | $30,304 | $28,505 | -$1,799 | -5.94% | |
| Cambridge Investment Research Advisors, Inc. | 0.05% | 622,150 | $20,457 | $19,131,113 | +$19,110,656 | +93418.66% | |
| Royal Bank Of Canada | 0.00% | 594 | $19,000 | $18,266 | -$735 | -3.87% | |
| Horizon Investments, Llc | 0.00% | 508 | $16,607 | $15,621 | -$986 | -5.94% | |
| Assetmark, Inc | 0.00% | 156 | $5,130 | $4,797 | -$333 | -6.49% | |
| Sittner & Nelson, Llc | 0.00% | 130 | $4,250 | $3,998 | -$253 | -5.94% | |
| Morgan Stanley | 0.00% | 31 | $1,013 | $953 | -$60 | -5.90% | |
| Smartleaf Asset Management Llc | 0.00% | 26 | $838 | $800 | -$39 | -4.59% |
Frequently asked questions about HBTA
Who are the largest institutional holders of HBTA?
The largest institutional holders of HBTA reported in the latest SEC Form 13F filings include Foundations Investment Advisors, Llc, Bank Of New York Mellon Corp, Envestnet Asset Management Inc, Lpl Financial Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported HBTA position.
What is HBTA institutional ownership?
This page tracks HBTA positions reported by institutional investment managers through SEC Form 13F. HORIZON EXPEDITION PLUS ETF (HBTA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own HBTA?
InsiderSet currently tracks 25 institutional managers reporting HBTA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of HBTA shareholders.
How much HBTA stock do institutions own?
Institutional investment managers disclosed approximately $227.59M in HBTA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was HBTA institutional ownership last updated?
The latest HBTA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional HBTA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its HBTA position after the reporting date.
Are institutions buying or selling HBTA?
Institutional buying and selling can be analyzed by comparing HBTA positions across consecutive 13F reporting periods. InsiderSet's HBTA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View HBTA ownership changes.
How has HBTA institutional ownership changed over time?
InsiderSet tracks HBTA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.