HORIZON EXPEDITION PLUS ETF (HBTA) Institutional Ownership Changes & 13F Activity
HORIZON EXPEDITION PLUS ETF (HBTA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Foundations Investment Advisors, Llc, Envestnet Asset Management Inc, Ascentis Independent Advisors, Lpl Financial Llc, and Horizon Investments, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +257,230 | +33.0% | 1,037,115 | $33.90M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -1,407 | -7.1% | 18,292 | $597.97K | Q2 2026 | Sep 23, 2026 |
| Foundations Investment Advisors, Llc | Buy | +2,516,378 | — | 2,516,378 | $82.26M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Sell | -2,893 | -2.5% | 113,818 | $3.72M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,011 | +7.8% | 13,984 | $457.15K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -974 | -62.1% | 594 | $19.00K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Sell | -27 | -0.3% | 9,881 | $323.01K | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, Llc | Sell | -28,526 | -98.3% | 508 | $16.61K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -19,081 | -99.8% | 31 | $1.01K | Q2 2026 | Aug 13, 2026 |
| Silver Grove Financial Group, Inc. | Buy | +1,694 | — | 1,694 | $55.38K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +911 | +5693.8% | 927 | $30.30K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +2,560 | +0.4% | 610,913 | $19.97M | Q2 2026 | Aug 12, 2026 |
| Us Bancorp \De\ | Buy | +1,764 | — | 1,764 | $57.66K | Q2 2026 | Aug 12, 2026 |
| Lpl Financial Llc | Buy | +37,929 | +4.4% | 893,166 | $29.20M | Q2 2026 | Aug 07, 2026 |
| Sittner & Nelson, Llc | Buy | +130 | — | 130 | $4.25K | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +3,505 | +0.2% | 1,570,336 | $51.33M | Q2 2026 | Aug 06, 2026 |
| Principal Securities, Inc. | Sell | -2,188 | -3.5% | 59,623 | $1.95M | Q2 2026 | Aug 04, 2026 |
| Interactive Financial Advisors, Inc. | Sell | -180 | -1.0% | 18,765 | $613.44K | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | Buy | +17,403 | +2.7% | 652,536 | $21.33K | Q2 2026 | Jul 30, 2026 |
| Brookwood Investment Group Llc | Sell | -4,311 | -32.4% | 8,983 | $293.65K | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, Llc | Sell | -4,721 | -7.9% | 55,162 | $1.80M | Q2 2026 | Jul 22, 2026 |
| Certior Financial Group, Llc | Sell | -939 | -4.0% | 22,346 | $730.51K | Q2 2026 | Jul 20, 2026 |
| Wells Fargo & Company/Mn | Sell | -97 | -100.0% | 0 | $0.00 | Q2 2026 | Jul 08, 2026 |
| Ascentis Independent Advisors | Sell | -80,807 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 28, 2026 |
Frequently asked questions about HBTA activity
Which institutional owners are buying HBTA?
Institutional owners buying HBTA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in HBTA activity?
"Buy" means an investor increased their reported position in HBTA compared to the prior reporting period. This reflects growing exposure to HORIZON EXPEDITION PLUS ETF (HBTA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in HBTA increasing?
Institutional interest in HBTA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.