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HBTA HORIZON FDS

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EXPEDITION PLUS (fund)

20 managers (21 13F filers) reported a position in HBTA shares at 2026-03-31, 4,912,608 shares in all. 6 filers opened a position and 5 filers sold out during the quarter.

Managers
20
13F filers
21
New
6
Added
9
Reduced
6
Sold out
5
Shares held by filers
4,912,608

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,566,831$42M0.01%+29,37613F-HRTimelineGroup
LPL Financial LLC855,237$22.9M0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding799,584$21.4M+73,517Timeline
Cambridge Investment Research Advisors,…635,133$17M0.04%-85,96513F-HRTimeline
Cetera Investment Advisers608,353$16.3M0.02%+60,98913F-HRTimeline
Orion Porfolio Solutions, LLC116,711$3.13M0.03%+2,57813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…80,807$2.16M0.16%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC61,811$1.66M0.02%+5,83213F-HRTimelineGroup
Golden State Wealth Management, LLC59,883$1.6M0.18%new13F-HRTimeline
Horizon Investments, LLC29,034$778K0.01%+10,21413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC23,285$624K0.4%-1,31413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY19,112$512K<0.01%new13F-HRTimelineGroup
INTERACTIVE FINANCIAL ADVISORS, INC.18,945$507K0.33%-15113F-HRTimeline
Brookwood Investment Group LLC13,294$356K0.05%+2,41813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,973$347K<0.01%+2,52413F-HRTimelineGroup
Ausdal Financial Partners, Inc.9,908$265K0.01%-2113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,568$42K<0.01%+97413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN97$2.6K<0.01%new13F-HR/ATimelineGroup
Smartleaf Asset Management LLC26$668<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG16$428<0.01%-39813F-HRTimelineGroup