Who Owns Horizon Expedition Plus ETF (HBTA)?Hedge Fund & Institutional Holders

$28.10+0.56 (+2.03%)Financial ServicesNYSE_ARCA

Institutional Holders

22

as of Q4 2025

Total Institutional Value

$3.000000712000553e+73T

% of Float Held

—

QoQ Change in Holders

+8 / -3

Price History

$18.71$21.43$24.15$26.87$29.59Jan 25Aug 25Mar 26

HBTA — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CERTIOR FINANCIAL GROUP, LLCNew Position+25K+$712.0M
INTERACTIVE FINANCIAL ADVISORS, INC.New Position+19K+$553.0M
Brookwood Investment Group LLCNew Position+11K+$315.0M
Bank of New York Mellon CorpNew Position+1.5M+$44.0M
ENVESTNET ASSET MANAGEMENT INCNew Position+702K+$20.0M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COIncreased+28K+$2.0M
HBW ADVISORY SERVICES LLCNew Position+5K+$151K
Kestra Advisory Services, LLCNew Position+1K+$0
Envestnet Portfolio Solutions, Inc.New Position+24K+$0
PRINCIPAL SECURITIES, INC.Increased+3K+$-506K
Cetera Investment AdvisersIncreased+13K+$-15.1B

HBTA — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JPMORGAN CHASE & CODecreased-12K-$440.0M
OLD MISSION CAPITAL LLCDecreased-15K-$415.0M
OSAIC HOLDINGS, INC.Decreased-2K-$354.9M
Orion Porfolio Solutions, LLCDecreased-4K-$326.6M
JANE STREET GROUP, LLCClosed Position-11K-$300.5M
WOLVERINE TRADING, LLCClosed Position-10K-$284.3M
Ausdal Financial Partners, Inc.Decreased-41-$281.6M
LPL Financial LLCClosed Position-7K-$207.9M
Horizon Investments, LLCDecreased-2K-$36.7M
UBS Group AGDecreased-653-$19.2M
Cambridge Investment Research Advisors, Inc.Decreased-43K-$1.6M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Orion Porfolio Solutions, LLC114,133$3.0B22.00%Share
2CERTIOR FINANCIAL GROUP, LLC24,599$712.0M0.48%Share
3INTERACTIVE FINANCIAL ADVISORS, INC.19,096$553.0M0.36%Share
4Horizon Investments, LLC18,820$545.0M6.90%Share
5OLD MISSION CAPITAL LLC17,536$508.0M0.01%Share
6Brookwood Investment Group LLC10,876$315.0M0.04%Share
7Bank of New York Mellon Corp1,537,454$44.0M0.01%Share
8ENVESTNET ASSET MANAGEMENT INC701,876$20.0M0.01%Share
9Cambridge Investment Research Advisors, Inc.721,098$20.0M0.05%Share
10Cetera Investment Advisers547,364$15.0M0.02%Share
11UBS Group AG414$11.0M0.00%Share
12NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO28,471$3.0M0.00%Share
13PRINCIPAL SECURITIES, INC.55,979$1.0M0.02%Share
14Ausdal Financial Partners, Inc.9,929$287K0.01%Share
15HBW ADVISORY SERVICES LLC5,236$151K0.02%Share
16Allworth Financial LP130$3K0.00%Share
17ROYAL BANK OF CANADA594$00.00%Share
18Envestnet Portfolio Solutions, Inc.24,191$00.00%Share
19Bank of New York Mellon Corp1$00.00%Share
20Kestra Advisory Services, LLC1,102$00.00%Share
21JPMORGAN CHASE & CO3,969$00.00%Share
22OSAIC HOLDINGS, INC.10,449$00.00%Share

HBTA Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202521$5.7B+5
Q3 202516$21.9B+5
Q2 202511$6.4B+3
Q1 20258$2.8B—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 22 institutional investors hold HBTA (Horizon Expedition Plus ETF). The largest holder is Orion Porfolio Solutions, LLC with $3.0B in shares. This quarter, 8 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own HBTA?

As of Q4 2025, 22 institutional investors report holding HBTA (Horizon Expedition Plus ETF) in their 13F filings.

Who is the largest institutional holder of HBTA?

The largest institutional holder of HBTA is Orion Porfolio Solutions, LLC with $3.0B in shares.

Is institutional ownership of HBTA increasing or decreasing?

This quarter, 8 institutions opened new positions in HBTA and 3 closed their positions.