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Disclosery

HUSV FIRST TR EXCH TRADED FD III

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HORIZON DMST ETF (fund)

49 managers (52 13F filers) reported a position in HUSV shares at 2024-12-31, 2,189,016 shares in all. 3 filers opened a position and 3 filers sold out during the quarter.

Managers
49
13F filers
52
New
3
Added
20
Reduced
15
Sold out
3
Shares held by filers
2,189,016

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
Cambridge Investment Research Advisors,…569,424$21.3M0.07%-33,35713F-HRTimeline
LPL Financial LLC301,200$11.3M<0.01%-6,52713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding294,667$11M+9,702Timeline
Cetera Investment Advisers195,945$7.32M0.02%+12,75513F-HRTimeline
Golden State Wealth Management, LLC186,367$6.96M1.04%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…99,579$3.72M0.71%-163,72313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.67,025$2.5M0.02%+313F-HRTimeline
Orion Porfolio Solutions, LLC37,637$1.41M0.01%-34513F-HRTimeline
Orion Portfolio Solutions, LLC37,637$1.41M0.01%-34513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,293$1.39M<0.01%+7013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,011$1.31M0.04%+79413F-HRTimelineGroup
Belpointe Asset Management LLC33,666$1.29M0.08%+6113F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding31,814$1.19M-2,888Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC28,186$1.05M0.02%+1,74713F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC24,683$922K0.29%new13F-HRTimeline
Financial Advocates Investment Manageme…18,698$699K0.04%-1,03113F-HRTimeline
J.W. COLE ADVISORS, INC.15,545$581K0.02%+56513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,667$548K<0.01%+10,20413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,378$537K<0.01%13F-HR/ATimelineGroup
Asset Allocation Strategies LLC13,602$535K0.13%+8,31813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,839$517K0.01%+41313F-HRTimelineGroup
Atria Wealth Solutions, Inc.11,171$417K<0.01%-25,30213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,856$406K<0.01%+1,30713F-HRTimelineGroup
CERTIOR FINANCIAL GROUP, LLC9,516$356K0.32%13F-HRTimeline
Prospera Financial Services Inc9,251$346K0.01%013F-HRTimeline
Kovack Advisors, Inc.7,775$291K0.03%-72513F-HRTimeline
United Advisor Group, LLC7,226$270K0.05%+1213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,914$264K<0.01%+1,95113F-HR/ATimelineGroup
HighTower Advisors, LLC7,040$263K<0.01%-10013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC6,870$257K0.23%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY6,790$254K<0.01%-113F-HR/ATimelineGroup
Private Advisor Group, LLC6,621$247K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,398$239K<0.01%-35413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,016$225K<0.01%-5,06813F-HRTimelineGroup
Intrepid Financial Planning Group LLC5,450$204K0.09%013F-HRTimeline
IFP Advisors, Inc3,341$125K<0.01%-313F-HRTimeline
PRIVATE TRUST CO NA812$30.3K<0.01%+58313F-HRTimeline
UBS Group AGin group UBS Group AG752$28.1K<0.01%+65813F-HRTimelineGroup
Archer Investment Corp637$23.8K0.01%+313F-HRTimeline
Larson Financial Group LLC353$13.2K<0.01%-6113F-HRTimeline
WPG Advisers, LLC321$12K0.01%13F-HRTimeline
Truvestments Capital LLC263$9.83K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management250$9.34K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC220$8.22K<0.01%+14013F-HRTimeline
Horizon Investments, LLC219$8.18K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…50$1.87K<0.01%013F-HRTimeline
MAI Capital Management40$1.5K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$37<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.