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Disclosery

HUSV FIRST TR EXCH TRADED FD III

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HORIZON DMST ETF (fund)

51 managers (53 13F filers) reported a position in HUSV shares at 2025-03-31, 2,213,594 shares in all. 8 filers opened a position and 7 filers sold out during the quarter.

Managers
51
13F filers
53
New
8
Added
14
Reduced
22
Sold out
7
Shares held by filers
2,213,594

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
Cambridge Investment Research Advisors,…550,074$22.1M0.07%-19,35013F-HRTimeline
LPL Financial LLC359,301$14.4M0.01%+58,10113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding332,819$13.4M+38,152Timeline
Cetera Investment Advisers187,175$7.52M0.01%-8,77013F-HRTimeline
Golden State Wealth Management, LLC184,118$7.4M1.1%-2,24913F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…88,786$3.54M0.7%-10,79313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.66,898$2.69M0.02%-12713F-HRTimeline
Asset Allocation Strategies LLC52,252$2.1M0.52%+38,65013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,883$1.36M0.03%-1,12813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC32,116$1.29M0.02%+3,93013F-HRTimelineGroup
Belpointe Asset Management LLC27,688$1.11M0.06%-5,97813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,965$1.04M<0.01%-11,32813F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC24,699$992K0.23%+1613F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding21,503$864K-10,311Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,007$844K<0.01%+14,99113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,950$842K<0.01%new13F-HRTimelineGroup
Intrepid Financial Planning Group LLC19,045$765K0.35%+13,59513F-HRTimeline
Financial Advocates Investment Manageme…18,331$737K0.05%-36713F-HRTimeline
J.W. COLE ADVISORS, INC.15,105$607K0.02%-44013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,125$568K<0.01%-25313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,046$565K<0.01%new13F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC13,839$517K0.01%013F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp11,035$444K<0.01%+17913F-HRTimelineGroup
Atria Wealth Solutions, Inc.10,431$419K0.01%-74013F-HRTimeline
Prospera Financial Services Inc8,706$350K0.01%-54513F-HRTimeline
HighTower Advisors, LLC7,270$292K<0.01%+23013F-HRTimeline
United Advisor Group, LLC7,236$291K0.06%+1013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,009$282K<0.01%+21913F-HRTimelineGroup
Kovack Advisors, Inc.7,000$281K0.03%-77513F-HRTimeline
Private Advisor Group, LLC6,621$266K<0.01%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …6,196$249K<0.01%-20213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,446$179K<0.01%-10,22113F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,930$158K<0.01%-5,98413F-HRTimelineGroup
IFP Advisors, Inc3,341$134K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG1,910$76.8K<0.01%+1,15813F-HRTimelineGroup
PRIVATE TRUST CO NA1,326$53.3K0.01%+51413F-HRTimeline
Arax Advisory Partners869$34.9K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.554$22K<0.01%new13F-HRTimeline
WPG Advisers, LLC321$12.9K0.01%013F-HRTimeline
Larson Financial Group LLC279$11.2K<0.01%-7413F-HRTimeline
Truvestments Capital LLC263$10.6K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management250$10K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC222$9K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC232$8.99K<0.01%new13F-HRTimeline
Horizon Investments, LLC182$7.32K<0.01%-3713F-HRTimeline
AdvisorNet Financial, Inc134$5.38K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…50$2.01K<0.01%013F-HRTimeline
MAI Capital Management40$1.61K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$560<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$65<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.