HBTA HORIZON FDS

EXPEDITION PLUS (fund)

9 managers (9 13F filers) reported a position in HBTA shares at 2025-03-31, 177,899 shares in all. 8 filers opened a position and 0 filers sold out during the quarter.

Managers: 9
13F filers: 9
New: 8
Added: 0
Reduced: 0
Sold out: 0
Shares held by filers: 177,899

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
Cambridge Investment Research Advisors,…	46,691	$1.01M	<0.01%	new	13F-HR Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC	28,185	$611K	<0.01%	new	13F-HR/A Timeline Group
CERTIOR FINANCIAL GROUP, LLC	25,650	$556K	0.46%	new	13F-HR Timeline
Horizon Investments, LLC	24,420	$530K	0.02%	new	13F-HR Timeline
INTERACTIVE FINANCIAL ADVISORS, INC.	21,809	$473K	0.25%	new	13F-HR Timeline
WOLVERINE TRADING, LLC	16,472	$356K	0.01%	new	13F-HR Timeline
Brookwood Investment Group LLC	13,223	$287K	0.05%		13F-HR Timeline
UBS Group AGin group UBS Group AG	1,449	$31.4K	<0.01%	new	13F-HR Timeline Group
CONCOURSE FINANCIAL GROUP SECURITIES, I…	0	$0		new	13F-HR TimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.