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HSMV FIRST TR EXCH TRADED FD III

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HORIZON VOL SMCP (fund)

17 managers (18 13F filers) reported a position in HSMV shares at 2025-06-30, 723,243 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.

Managers
17
13F filers
18
New
1
Added
6
Reduced
6
Sold out
2
Shares held by filers
723,243

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 INCgroup of 2 filers holding197,443$7.08M-3,849Timeline
Cetera Investment Advisers155,405$5.57M0.01%+8,18713F-HRTimeline
LPL Financial LLC143,420$5.14M<0.01%+10,55713F-HRTimeline
Cambridge Investment Research Advisors,…136,958$4.91M0.01%-1,70313F-HRTimeline
Orion Porfolio Solutions, LLC31,056$1.11M0.01%-2,00813F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,379$480K0.01%+1,25213F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…10,193$365K0.01%-16,30713F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.9,918$356K<0.01%+21813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp9,096$326K<0.01%-23513F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC7,710$276K0.21%-13113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,224$187K<0.01%+3,62313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,934$105K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC244$8.75K<0.01%013F-HRTimeline
Truvestments Capital LLC227$8.14K<0.01%013F-HRTimeline
Horizon Investments, LLC35$1.25K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$33<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.