Horizon Funds - HBTA
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Funds
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Investment Company
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Company profile
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Quarter snapshot
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Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$131.6M
QoQ value delta ($000)
+$20.76M
(+18.73%)
Implied price effect (QoQ)
-7.56%
Shares
Total shares
4,912,608
QoQ shares delta
+1,087,762
(+28.44%)
Total shares held by funds (by quarter)
Shares (left)
Fund holders (right)
Market chart (HBTA)
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Top holders (Q1 2026)
Top 25 only
Full list
Early Q2 2026 data: only 23 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Bank of New York Mellon Corp | 41,960 | 1,566,831 | 0.01% |
| LPL Financial LLC | 22,903 | 855,237 | 0.01% |
| ENVESTNET ASSET MANAGEMENT INC | 20,885 | 779,885 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 17,009 | 635,133 | 0.04% |
| Cetera Investment Advisers | 16,291 | 608,353 | 0.02% |
| Orion Porfolio Solutions, LLC | 3,125 | 116,711 | 0.03% |
| Ascentis Independent Advisors | 2,164 | 80,807 | 0.16% |
| PRINCIPAL SECURITIES, INC. | 1,655 | 61,811 | 0.02% |
| Golden State Wealth Management, LLC | 1,603 | 59,883 | 0.18% |
| Horizon Investments, LLC | 777 | 29,034 | 0.01% |
| CERTIOR FINANCIAL GROUP, LLC | 623 | 23,285 | 0.4% |
| Envestnet Portfolio Solutions, Inc. | 527 | 19,699 | 0.0% |
| MORGAN STANLEY | 511 | 19,112 | 0.0% |
| INTERACTIVE FINANCIAL ADVISORS, INC. | 507 | 18,945 | 0.33% |
| Brookwood Investment Group LLC | 356 | 13,294 | 0.04% |
| OSAIC HOLDINGS, INC. | 347 | 12,973 | 0.0% |
| Ausdal Financial Partners, Inc. | 265 | 9,908 | 0.01% |
| ROYAL BANK OF CANADA | 42 | 1,568 | 0.0% |
| WELLS FARGO & COMPANY/MN | 2 | 97 | 0.0% |
| UBS Group AG | 0 | 16 | 0.0% |
| Smartleaf Asset Management LLC | 0 | 26 | 0.0% |