Horizon Expedition Plus ETF (HBTA)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

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Institutional Holders

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No collected fundamentals to build a valuation model.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

Ownership Map

Top 21 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

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Crowding AnalysisCrowded

Holders20of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

51th percentile

15 buying12 selling

+6

New

-6

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 90.5%Top 10: 97.6%

Bank of New York Mellon31.9%

LPL Financial17.4%

ENVESTNET ASSET MANAGEMENT15.9%

Cambridge Investment Research Advisors,12.9%

Cetera Investment Advisers12.4%

Others (15)9.5%

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No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.05%Max: 0.18%High conviction (>1%): 0

Bank of New York Mellon

LPL Financial

ENVESTNET ASSET MANAGEMENT

Cambridge Investment Research Advisors,

Cetera Investment Advisers

Orion Porfolio Solutions,

Ascentis Independent Advisors

PRINCIPAL SECURITIES,

Golden State Wealth Management,

Horizon Investments,

Institutional Trends (5 Quarters)

No trend data available for this metric.

Crowding AnalysisCrowded

Holders20of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

51th percentile

15 buying12 selling

+6

New

-6

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 90.5%Top 10: 97.6%

Bank of New York Mellon31.9%

LPL Financial17.4%

ENVESTNET ASSET MANAGEMENT15.9%

Cambridge Investment Research Advisors,12.9%

Cetera Investment Advisers12.4%

Others (15)9.5%

Crowding AnalysisCrowded

Holders20of 5,944

Avg: 68

Uncrowded75th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.25x

51th percentile

15 buying12 selling

+6

New

-6

Closed

+1.1M

Net shares

Ownership Concentration

Top 5: 90.5%Top 10: 97.6%

Bank of New York Mellon31.9%

LPL Financial17.4%

ENVESTNET ASSET MANAGEMENT15.9%

Cambridge Investment Research Advisors,12.9%

Cetera Investment Advisers12.4%

Others (15)9.5%

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Ownership Map

Top 21 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 21 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position