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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 2025-03-31, 763,110 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
19
13F filers
20
New
3
Added
7
Reduced
6
Sold out
3
Shares held by filers
763,110

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.

HolderSharesValue% of portfolioChangeSource
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding201,292$7.25M+2,141Timeline
Cetera Investment Advisers147,218$5.3M0.01%+46813F-HRTimeline
Cambridge Investment Research Advisors,…138,661$4.99M0.02%+3,44013F-HRTimeline
LPL Financial LLC132,863$4.78M<0.01%+6,13613F-HRTimeline
Orion Porfolio Solutions, LLC33,064$1.19M0.01%-19313F-HRTimeline
Orion Portfolio Solutions, LLC33,064$1.19M0.01%-19313F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…26,500$954K0.03%-8,46713F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC12,127$434K0.01%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,700$349K<0.01%+10013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,331$336K<0.01%+33213F-HRTimelineGroup
Atria Wealth Solutions, Inc.9,165$330K<0.01%-60713F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC7,841$282K0.23%+14613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,601$57.7K<0.01%-6,43413F-HRTimelineGroup
Rossby Financial, LCC244$8.53K<0.01%new13F-HRTimeline
Truvestments Capital LLC227$8.18K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC176$6K<0.01%new13F-HRTimelineGroup
Horizon Investments, LLC35$1.26K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$33<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.