Who owns HORIZON FDS EXPEDITION?
- Ticker: HBTA
- CUSIP Number: 44053a630
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Analyze quarterly positions in Horizon Fds Expedition with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Horizon Fds Expedition stock
Who bought or sold HORIZON FDS EXPEDITION this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Foundations Investment Advisors | 2.5M | $82M | 100% | Jun 2026 |
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| Bank of New York Mellon | 1.6M | $51M | 0% | Jun 2026 |
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| Envestnet Asset Management | 1.0M | $34M | 33% | Jun 2026 |
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| LPL Financial | 893k | $29M | 4% | Jun 2026 |
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| Cambridge Investment Research Advisors | 653k | $21M | 3% | Jun 2026 |
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| Cetera Investment Advisers | 611k | $20M | 0% | Jun 2026 |
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| CLS Investments | 114k | $3.7M | -2% | Jun 2026 |
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| Principal Securities | 60k | $1.9M | -4% | Jun 2026 |
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| Golden State Wealth Management | 55k | $1.8M | -8% | Jun 2026 |
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| Certior Financial Group | 23k | $624k | -5% | Mar 2026 |
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| Envestnet Portfolio Solutions | 20k | $528k | -19% | Mar 2026 |
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| Morgan Stanley | 19k | $512k | 100% | Mar 2026 |
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| Interactive Financial Advisors | 19k | $613k | -1% | Jun 2026 |
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| Advisor Group Holdings | 14k | $457k | 8% | Jun 2026 |
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| Ausdal Financial Partners | 9.9k | $323k | 0% | Jun 2026 |
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| Brookwood Investment Group | 9.0k | $294k | -32% | Jun 2026 |
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| AE Wealth Management | 5.0k | $162k | 100% | Jun 2026 |
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| Us Bancorp | 1.8k | $58k | 100% | Jun 2026 |
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| UBS Group | 927.00 | $30k | 5694% | Jun 2026 |
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| Royal Bank of Canada | 594.00 | $19k | -62% | Jun 2026 |
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| Horizon Investments | 508.00 | $17k | -98% | Jun 2026 |
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| Sittner & Nelson | 130.00 | $4.2k | 100% | Jun 2026 |
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| Smartleaf Asset Management | 26.00 | $838.000800 | 0% | Jun 2026 |
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Who sold out of Horizon Fds Expedition?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Golden State Equity Partners | Mar 2026 | 81k | $2.2M |
| Wells Fargo & Company | Mar 2026 | 97.00 | $2.6k |