HBTA HORIZON FDS: institutional ownership and insider trading
27 funds reported holding $229M of HORIZON FDS in their latest 13F filings; in Q2 2026 funds net bought $66.9M, with 5 new positions and 3 funds selling out.
Largest institutional holders of HBTA
- FOUNDATIONS INVESTMENT ADVISORS, LLC — $82.3M
- Bank of New York Mellon Corp (BK, BK-PK) — $51.3M
- ENVESTNET ASSET MANAGEMENT INC — $33.9M
- LPL Financial LLC — $29.2M
- Cetera Investment Advisers — $20.0M
- Orion Porfolio Solutions, LLC — $3.72M
- PRINCIPAL SECURITIES, INC. — $1.95M
- Golden State Wealth Management, LLC — $1.80M
- AVANTAX ADVISORY SERVICES, INC. — $866K
- CERTIOR FINANCIAL GROUP, LLC — $683K