Across its top 20 institutional holders, HBTA's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 26/100).

Quarterly Activity

Recent Activity

+$112.6M

Total Buy Value

$24.0M

Total Sell Value

New buy7

Trim6

Add9

Sold out5

Net Buyers

Net Sellers

Smart Money Convergence

HBTA does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

44053A630

FAQ

Who are the top institutional investors holding HORIZON EXPEDITION PLUS ETF (HBTA)?

Major stakeholders currently include Bank of New York Mellon Corp ($42.0M), LPL Financial LLC ($22.9M), Envestnet Asset Management INC ($20.9M). Based on the latest 13F filings, there are a total of 21 tracked investment funds and institutions maintaining positions in HBTA.

What is the overall institutional sentiment toward HBTA recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $20.8M, driven by 16 managers accumulating shares while 11 reduced their exposure.

Which institutions have been selling or reducing their HBTA positions?

In the latest period, 6 funds trimmed their holdings, and 5 managers completely exited their positions. The aggregate reported sell value was $24.0M.

Are there any notable investors adding HBTA to their portfolios?

Yes, buying activity remains notable. 7 institutions opened new positions in {ticker}, and 9 existing holders added to their shares. The total reported buy value for the quarter amounted to $112.6M.