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HSMV FIRST TR EXCH TRADED FD III

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HORIZON VOL SMCP (fund)

19 managers (20 13F filers) reported a position in HSMV shares at 2024-12-31, 766,181 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
19
13F filers
20
New
1
Added
9
Reduced
5
Sold out
2
Shares held by filers
766,181

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding199,151$7.13M+5,610Timeline
Cetera Investment Advisers146,750$5.25M0.01%+3,35613F-HRTimeline
Cambridge Investment Research Advisors,…135,221$4.84M0.02%-6,50413F-HRTimeline
LPL Financial LLC126,727$4.54M<0.01%+5,07313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…34,967$1.25M0.02%-12,73213F-HRTimelineGroup
Orion Porfolio Solutions, LLC33,257$1.19M0.01%-39113F-HRTimeline
Orion Portfolio Solutions, LLC33,257$1.19M0.01%-39113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,127$434K0.01%+30213F-HRTimelineGroup
Atria Wealth Solutions, Inc.9,772$350K<0.01%+1,85113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,600$344K<0.01%+16313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,999$322K<0.01%+1,05313F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC7,695$276K0.24%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,035$203K<0.01%+2,70213F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG295$10.6K<0.01%-40213F-HRTimelineGroup
Truvestments Capital LLC227$8.13K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC65$2.32K<0.01%013F-HRTimeline
Horizon Investments, LLC35$1.25K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$54<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.