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HSMV FIRST TR EXCH TRADED FD III

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HORIZON VOL SMCP (fund)

17 managers (17 13F filers) reported a position in HSMV shares at 2026-06-30, 1,057,863 shares in all. 2 filers opened a position and 1 filer sold out during the quarter.

Managers
17
13F filers
17
New
2
Added
7
Reduced
5
Sold out
1
Shares held by filers
1,057,863

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC285,847$10.9M<0.01%+64,22913F-HRTimelineGroup
Cetera Investment Advisers188,638$7.22M0.01%+4,02913F-HRTimeline
LPL Financial LLC178,434$6.83M<0.01%+6,60613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp153,389$5.87M<0.01%+9,97613F-HRTimelineGroup
Cambridge Investment Research Advisors,…151,753$5.81M0.01%-1,26913F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…42,691$1.63M0.04%+29,53413F-HRTimelineGroup
Orion Porfolio Solutions, LLC27,475$1.05M0.01%-87813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC16,509$632K0.01%-4113F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC7,544$289K0.16%-28613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,187$160K<0.01%+46013F-HRTimelineGroup
Silver Grove Financial Group, Inc.417$16K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…286$10.9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG278$10.6K<0.01%+27513F-HRTimelineGroup
Truvestments Capital LLC227$8.69K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\123$4.71K<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC64$2.45K<0.01%-6413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$36<0.01%013F-HRTimelineGroup