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Horizon Expedition Plus ETF (HBTA)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
DECREASED
Shares888,696 from 893,166
Change-4,470 (0%)
Value$29.2M (+$24.4K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares622,150 from 652,536
Change-30,386 (-5%)
Value$20.5M (-$874.0K)
Filed 2026-11-02
Bank of New York Mellon Corp
DECREASED
Shares511,696 from 1,570,336
Change-1,058,640 (-67%)
Value$16.8M (-$34.5M)
Filed 2026-11-05
Ascentis Independent Advisors
NEW
Shares69,715
Change+69,715
Value$2.3M
Filed 2026-11-03
Golden State Wealth Management, LLC
INCREASED
Shares56,225 from 55,162
Change+1,063 (+2%)
Value$1.8M (+$45.5K)
Filed 2026-11-02
Certior Financial Group, LLC
DECREASED
Shares20,775 from 22,346
Change-1,571 (-7%)
Value$683.1K (-$47.4K)
Filed 2026-10-19
Optivise Advisory Services LLC
NEW
Shares6,889
Change+6,889
Value$226.5K
Filed 2026-10-19
Silver Grove Financial Group, Inc.
INCREASED
Shares1,785 from 1,694
Change+91 (+5%)
Value$58.7K (+$3.3K)
Filed 2026-11-05
US Bancorp \de\
DECREASED
Shares1,596 from 1,764
Change-168 (-10%)
Value$52.5K (-$5.2K)
Filed 2026-11-05
Assetmark, Inc
NEW
Shares156
Change+156
Value$5.1K
Filed 2026-10-21
Foundations Investment Advisors, LLC
N/A
Shares— from 2,516,378
Change-2,516,378 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 1,037,115
Change-1,037,115 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 610,913
Change-610,913 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 113,818
Change-113,818 (-100%)
Value—
Principal Securities, Inc.
N/A
Shares— from 59,623
Change-59,623 (-100%)
Value—
Interactive Financial Advisors, Inc.
N/A
Shares— from 18,765
Change-18,765 (-100%)
Value—
Envestnet Portfolio Solutions, Inc.
N/A
Shares— from 18,292
Change-18,292 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,984
Change-13,984 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 9,881
Change-9,881 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 8,983
Change-8,983 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,956
Change-4,956 (-100%)
Value—
UBS Group AG
N/A
Shares— from 927
Change-927 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 594
Change-594 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 508
Change-508 (-100%)
Value—
Sittner & Nelson, LLC
N/A
Shares— from 130
Change-130 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 31
Change-31 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 26
Change-26 (-100%)
Value—
Status
LPL Financial LLC
DECREASED888,696893,166-4,4700%$29.2M$29.2M+$24.4K2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED622,150652,536-30,386-5%$21.3M$20.5M-$874.0K2026-11-02
Bank of New York Mellon Corp
DECREASED511,6961,570,336-1,058,640-67%$51.3M$16.8M-$34.5M2026-11-05
Ascentis Independent Advisors
NEW69,715—+69,715——$2.3M—2026-11-03
Golden State Wealth Management, LLC
INCREASED56,22555,162+1,063+2%$1.8M$1.8M+$45.5K2026-11-02
Certior Financial Group, LLC
DECREASED20,77522,346-1,571-7%$730.5K$683.1K-$47.4K2026-10-19
Optivise Advisory Services LLC
NEW6,889—+6,889——$226.5K—2026-10-19
Silver Grove Financial Group, Inc.
INCREASED1,7851,694+91+5%$55.4K$58.7K+$3.3K2026-11-05
US Bancorp \de\
DECREASED1,5961,764-168-10%$57.7K$52.5K-$5.2K2026-11-05
Assetmark, Inc
NEW156—+156——$5.1K—2026-10-21
Foundations Investment Advisors, LLC
N/A—2,516,378-2,516,378-100%$82.3M———
Envestnet Asset Management Inc
N/A—1,037,115-1,037,115-100%$33.9M———
Cetera Investment Advisers
N/A—610,913-610,913-100%$20.0M———
Orion Porfolio Solutions, LLC
N/A—113,818-113,818-100%$3.7M———
Principal Securities, Inc.
N/A—59,623-59,623-100%$1.9M———
Interactive Financial Advisors, Inc.
N/A—18,765-18,765-100%$613.4K———
Envestnet Portfolio Solutions, Inc.
N/A—18,292-18,292-100%$598.0K———
Osaic Holdings, Inc.
N/A—13,984-13,984-100%$457.2K———
Ausdal Financial Partners, Inc.
N/A—9,881-9,881-100%$323.0K———
Brookwood Investment Group LLC
N/A—8,983-8,983-100%$293.7K———
AE Wealth Management LLC
N/A—4,956-4,956-100%$162.0K———
UBS Group AG
N/A—927-927-100%$30.3K———
Royal Bank of Canada
N/A—594-594-100%$19.0K———
Horizon Investments, LLC
N/A—508-508-100%$16.6K———
Sittner & Nelson, LLC
N/A—130-130-100%$4.3K———
Morgan Stanley
N/A—31-31-100%$1.0K———
Smartleaf Asset Management LLC
N/A—26-26-100%$838———
Showing 27 of 27 institutions