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Horizon Expedition Plus ETF (HBTA)

CUSIP: 44053A630 | NYSE | 38 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

LPL Financial LLC888,696
0.0% of portfolio›$29.2M
Cambridge Investment Research Advisors, Inc.622,150
0.1% of portfolio›$20.5M
Bank of New York Mellon Corp511,696
0.0% of portfolio›$16.8M
Ascentis Independent Advisors69,715
0.1% of portfolio›$2.3M
Golden State Wealth Management, LLC56,225
0.2% of portfolio›$1.8M
Certior Financial Group, LLC20,775
0.4% of portfolio›$683.1K
Optivise Advisory Services LLC6,889
0.1% of portfolio›$226.5K
Silver Grove Financial Group, Inc.1,785
0.0% of portfolio›$58.7K
US Bancorp \de\1,596
0.0% of portfolio›$52.5K
Assetmark, Inc156
0.0% of portfolio›$5.1K
StyleTurnoverLocationFiled
LPL Financial LLC
888,696$29.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Cambridge Investment Research Advisors, Inc.
622,150$20.5M0.1%ETFLowFairfield, IA2026-11-02
Bank of New York Mellon Corp
511,696$16.8M0.0%CoreLowNew York, NY2026-11-05
Ascentis Independent Advisors
69,715$2.3M0.1%ETFLowDallas, TX2026-11-03
Golden State Wealth Management, LLC
56,225$1.8M0.2%ETFMediumSanta Ana, CA2026-11-02
Certior Financial Group, LLC
20,775$683.1K0.4%ETFMediumKing Of Prussia, PA2026-10-19
Optivise Advisory Services LLC
6,889$226.5K0.1%ETFMediumFranklin, TN2026-10-19
Silver Grove Financial Group, Inc.
1,785$58.7K0.0%CoreMediumOrchard Park, NY2026-11-05
US Bancorp \de\
1,596$52.5K0.0%IndexLowMinneapolis, MN2026-11-05
Assetmark, Inc
156$5.1K0.0%ETFLowConcord, CA2026-10-21