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Disclosery

HUSV FIRST TR EXCH TRADED FD III

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HORIZON DMST ETF (fund)

49 managers (50 13F filers) reported a position in HUSV shares at 2025-06-30, 1,745,785 shares in all. 1 filer opened a position and 4 filers sold out during the quarter.

Managers
49
13F filers
50
New
1
Added
14
Reduced
25
Sold out
4
Shares held by filers
1,745,785

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
Cambridge Investment Research Advisors,…385,513$15.4M0.05%-164,56113F-HRTimeline
LPL Financial LLC340,803$13.6M<0.01%-18,49813F-HRTimeline
Golden State Wealth Management, LLC181,443$7.25M0.88%-2,67513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding149,732$5.98M-183,087Timeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…80,750$3.22M0.6%-8,03613F-HRTimelineGroup
Cetera Investment Advisers60,228$2.4M<0.01%-126,94713F-HRTimeline
Asset Allocation Strategies LLC59,099$2.36M0.52%+6,84713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.56,960$2.27M0.01%-9,93813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,753$1.91M<0.01%+26,74613F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC46,136$1.84M0.02%+14,02013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC40,621$1.62M<0.01%+19,67113F-HRTimelineGroup
Intrepid Financial Planning Group LLC40,153$1.6M0.67%+21,10813F-HRTimeline
Belpointe Asset Management LLC27,374$1.09M0.05%-31413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP25,863$1.03M<0.01%-10213F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC24,997$1.01M0.28%+29813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,241$808K0.02%-13,64213F-HRTimelineGroup
Financial Advocates Investment Manageme…17,947$717K0.06%-38413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding17,685$706K-3,818Timeline
J.W. COLE ADVISORS, INC.15,690$627K0.01%+58513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC15,116$604K<0.01%+99113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,170$526K<0.01%-87613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP11,500$459K<0.01%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,256$410K<0.01%-77913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY7,381$295K<0.01%+37213F-HRTimelineGroup
HighTower Advisors, LLC7,271$290K<0.01%+113F-HRTimeline
United Advisor Group, LLC6,685$267K0.05%-55113F-HRTimeline
Prospera Financial Services Inc6,396$255K<0.01%-2,31013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,300$252K<0.01%+2,37013F-HR/ATimelineGroup
Kovack Advisors, Inc.6,250$250K0.02%-75013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,866$234K<0.01%-33013F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,042$161K<0.01%+2,13213F-HRTimelineGroup
IFP Advisors, Inc1,795$71.7K<0.01%-1,54613F-HRTimeline
PRIVATE TRUST CO NA1,289$51.5K<0.01%-3713F-HRTimeline
Arax Advisory Partners869$34.7K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.556$22K<0.01%+213F-HRTimeline
WPG Advisers, LLC321$12.8K0.01%013F-HRTimeline
Larson Financial Group LLC280$11.2K<0.01%+113F-HRTimeline
Truvestments Capital LLC263$10.5K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA250$10K<0.01%-4,19613F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management250$9.98K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC232$9.26K<0.01%013F-HRTimeline
Horizon Investments, LLC182$7.27K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc134$5.35K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…50$2K<0.01%013F-HRTimeline
MAI Capital Management40$1.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC39$1.56K<0.01%-13,80013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…13$516<0.01%-113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$58<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.