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HSMV FIRST TR EXCH TRADED FD III

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HORIZON VOL SMCP (fund)

16 managers (17 13F filers) reported a position in HSMV shares at 2025-12-31, 939,552 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
16
13F filers
17
New
2
Added
9
Reduced
3
Sold out
2
Shares held by filers
939,552

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 holding217,562$7.76M+6,971Timeline
Cetera Investment Advisers175,477$6.26M0.01%+4,41113F-HRTimeline
LPL Financial LLC163,070$5.81M<0.01%+11,40213F-HRTimeline
Cambridge Investment Research Advisors,…150,687$5.37M0.01%+7,74113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp137,123$4.89M<0.01%+7,83313F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…37,863$1.35M0.03%+32,41813F-HRTimelineGroup
Orion Porfolio Solutions, LLC29,065$1.04M0.01%-80913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC15,488$552K0.01%+1,41913F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC8,246$294K0.2%+22213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,502$125K<0.01%-41113F-HRTimelineGroup
UBS Group AGin group UBS Group AG890$31.7K<0.01%-78813F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…286$10.2K<0.01%new13F-HRTimeline
Truvestments Capital LLC227$8.09K<0.01%013F-HRTimeline
Horizon Investments, LLC64$2.28K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$70<0.01%new13F-HR/ATimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1$33<0.01%013F-HRTimelineGroup