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 |
|---|---|---|---|---|---|
| Bank of New York Mellon | 1.6M | $42M | 2% | Mar 2026 |
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| LPL Financial | 855k | $23M | 100% | Mar 2026 |
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| Envestnet Asset Management | 780k | $21M | 11% | Mar 2026 |
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| Cambridge Investment Research Advisors | 635k | $17M | -12% | Mar 2026 |
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| Cetera Investment Advisers | 608k | $16M | 11% | Mar 2026 |
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| CLS Investments | 117k | $3.1M | 2% | Mar 2026 |
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| Golden State Equity Partners | 81k | $2.2M | 100% | Mar 2026 |
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| Principal Securities | 62k | $1.7M | 10% | Mar 2026 |
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| Golden State Wealth Management | 60k | $1.6M | 100% | Mar 2026 |
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| Horizon Investments | 29k | $778k | 54% | Mar 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 | $507k | -1% | Mar 2026 |
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| Brookwood Investment Group | 13k | $356k | 22% | Mar 2026 |
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| Advisor Group Holdings | 10k | $303k | -17% | Dec 2025 |
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| Ausdal Financial Partners | 9.9k | $265k | 0% | Mar 2026 |
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| Royal Bank of Canada | 1.6k | $42k | 164% | Mar 2026 |
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| Wells Fargo & Company | 97.00 | $2.6k | 100% | Mar 2026 |
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| Smartleaf Asset Management | 26.00 | $667.999800 | 100% | Mar 2026 |
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| UBS Group | 16.00 | $428.000000 | -96% | Mar 2026 |
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Who sold out of Horizon Fds Expedition?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Old Mission Capital | Dec 2025 | 18k | $508k |
| Jpmorgan Chase & Co | Sep 2025 | 16k | $440k |
| HBW Advisory Services | Dec 2025 | 5.2k | $152k |
| Kestra Advisory Services | Dec 2025 | 1.1k | $32k |
| Hanson McClain Advisors | Dec 2025 | 130.00 | $3.8k |