HBTA institutional holders

HORIZON FDS · 13F, 2026Q2

Managers holding24
Shares held7,611,928
Reported value$248.8m
Quarter flows5 new, 7 added, 11 trimmed, 2 exited

Top 24 holders

ManagerSharesValue% of manager's 13F
Foundations Investment Advisors, LLC2,516,378$82.3m0.8%
Bank of New York Mellon Corp1,570,336$51.3m0.0%
ENVESTNET ASSET MANAGEMENT INC1,037,115$33.9m0.0%
LPL Financial LLC893,166$29.2m0.0%
Cambridge Investment Research Advisors, Inc.652,536$21.3m0.0%
Cetera Investment Advisers610,913$20.0m0.0%
Orion Porfolio Solutions, LLC113,818$3.7m0.0%
PRINCIPAL SECURITIES, INC.59,623$1.9m0.0%
Golden State Wealth Management, LLC55,162$1.8m0.2%
CERTIOR FINANCIAL GROUP, LLC22,346$730,5060.4%
INTERACTIVE FINANCIAL ADVISORS, INC.18,765$613,4440.4%
Envestnet Portfolio Solutions, Inc.18,292$597,9650.0%
OSAIC HOLDINGS, INC.13,984$457,1510.0%
Ausdal Financial Partners, Inc.9,881$323,0100.0%
Brookwood Investment Group LLC8,983$293,6540.0%
AE Wealth Management LLC4,956$162,0120.0%
US BANCORP \DE\1,764$57,6650.0%
Silver Grove Financial Group, Inc.1,694$55,3770.0%
UBS Group AG927$30,3040.0%
ROYAL BANK OF CANADA594$19,0000.0%
Horizon Investments, LLC508$16,6070.0%
SITTNER & NELSON, LLC130$4,2500.0%
MORGAN STANLEY31$1,0130.0%
Smartleaf Asset Management LLC26$8380.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("HBTA"). HBTA price history · All 13F data

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